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 37 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $162 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
|
$55.7 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
|
$42.1 Million
0.97% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,121,806
shares
|
$27.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
695,046
shares
|
$8.92 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
|
$6.94 Million
0.53% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
278,251
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
255,413
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
174,510
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
131,566
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
112,771
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
98,803
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
96,746
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
75,009
shares
|
$963,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
62,600
shares
|
$803,784
0.02% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
62,282
shares
|
$799,700
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$797,325
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,032
shares
|
$603,890
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,919
shares
|
$396,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
24,370
shares
|
$312,910
0.0% of portfolio
|
Q1 2024
Added 117.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,302
shares
|
$312,037
0.0% of portfolio
|
Q3 2024
Added 44.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,118
shares
|
$296,835
0.0% of portfolio
|
Q3 2024
Added 39.24%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,859
shares
|
$203,629
0.01% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
13,513
shares
|
$173,506
0.13% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,467
shares
|
$172,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
13,455
shares
|
$172,762
0.09% of portfolio
|
Q1 2023
Added 20.13%
|