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 45 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,628,897
shares
|
$127 Million
2.67% of portfolio
|
Q2 2025
Added 81.61%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
5,531,335
shares
|
$73 Million
2.96% of portfolio
|
Q2 2025
Added 56.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,373,539
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
952,187
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
747,669
shares
|
$9.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
518,062
shares
|
$6.83 Million
0.49% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
401,348
shares
|
$5.29 Million
0.01% of portfolio
|
Q2 2025
Added 23.35%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
352,176
shares
|
$4.65 Million
0.09% of portfolio
|
Q2 2025
Added 39.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
339,770
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
203,446
shares
|
$2.68 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
193,715
shares
|
$2.56 Million
2.31% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
179,345
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
163,730
shares
|
$2.16 Million
0.79% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
147,729
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 175.32%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
140,399
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 63.55%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
121,663
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
86,226
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
83,435
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 34.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
80,095
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 36.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
65,690
shares
|
$866,451
0.0% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
65,218
shares
|
$860,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$819,059
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
43,350
shares
|
$571,786
0.04% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
36,783
shares
|
$485,167
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
30,000
shares
|
$395,700
0.0% of portfolio
|
Q2 2025
New holding
|