Institutional Ownership Angel Oak Financial Strategies Income Term Trust (FINS)
This table provides information about the institutional ownership of Angel Oak Financial Strategies Income Term Trust (FINS). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,301,917
shares
|
$68.8 Million
1.68% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
3,542,306
shares
|
$46 Million
1.98% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,351,807
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
806,726
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
754,697
shares
|
$9.8 Million
0.0% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
511,062
shares
|
$6.63 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
325,364
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
288,945
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
252,748
shares
|
$3.28 Million
0.07% of portfolio
|
Q1 2025
Added 148.76%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
193,715
shares
|
$2.51 Million
2.31% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
134,685
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
133,384
shares
|
$1.73 Million
0.73% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
121,663
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
86,226
shares
|
$1.12 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
85,847
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
83,435
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 34.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
75,656
shares
|
$982,014
0.0% of portfolio
|
Q4 2024
Reduced 42.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$806,019
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,585
shares
|
$760,433
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
53,657
shares
|
$696,467
0.0% of portfolio
|
Q1 2025
Added 110.7%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
48,913
shares
|
$634,890
0.04% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
43,350
shares
|
$562,683
0.04% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
35,459
shares
|
$460,257
0.0% of portfolio
|
Q1 2025
Added 54.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,370
shares
|
$316,322
0.0% of portfolio
|
Q1 2024
Added 117.59%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,586
shares
|
$215,286
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|