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 40 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
4,335,056
shares
|
$57.7 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
3,279,999
shares
|
$43.6 Million
0.97% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,121,806
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
695,046
shares
|
$9.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
540,794
shares
|
$7.19 Million
0.53% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
278,251
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
255,413
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
174,510
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
131,566
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
113,016
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
106,333
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
98,803
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
87,401
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
62,282
shares
|
$828,350
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$825,890
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
61,850
shares
|
$822,605
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,032
shares
|
$625,525
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
42,800
shares
|
$569,240
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,919
shares
|
$411,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,370
shares
|
$324,121
0.0% of portfolio
|
Q1 2024
Added 117.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,302
shares
|
$323,216
0.0% of portfolio
|
Q3 2024
Added 44.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,118
shares
|
$307,469
0.0% of portfolio
|
Q3 2024
Added 39.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
16,052
shares
|
$213,491
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,859
shares
|
$210,924
0.01% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
13,513
shares
|
$179,722
0.13% of portfolio
|
Q3 2024
Reduced 2.17%
|