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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
16,052
shares
|
$208,033
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
14,900
shares
|
$193,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
13,513
shares
|
$175,128
0.14% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,467
shares
|
$174,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
13,455
shares
|
$174,376
0.09% of portfolio
|
Q1 2023
Added 20.13%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
10,630
shares
|
$137,764
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
10,349
shares
|
$134,123
0.03% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,138
shares
|
$131,388
0.0% of portfolio
|
Q1 2025
Reduced 91.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,365
shares
|
$95,450
0.0% of portfolio
|
Q1 2025
Reduced 62.45%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
2,500
shares
|
$32,400
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
714
shares
|
$9,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
364
shares
|
$4,717
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|