Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Angel Oak Financial Strategies Income Term Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200K+ 1645.55% |
$3.13M - $3.39M
|
212K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.3K+ 4.18% |
$1.32M - $1.43M
|
2.1M
$26.9M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54KNew |
$846K - $915K
|
54K
$692K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19.7K+ 8.56% |
$309K - $334K
|
250K
$3.2M
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 3.35% |
$295K - $319K
|
581K
$7.45M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.4K+ 16.64% |
$288K - $312K
|
129K
$1.65M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
15.1K+ 9.73% |
$237K - $256K
|
171K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12K+ 13.99% |
$189K - $204K
|
98.2K
$1.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10.6KNew |
$166K - $180K
|
10.6K
$136K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.42K+ 18.76% |
$148K - $160K
|
59.6K
$764K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.31K+ 39.88% |
$130K - $141K
|
29.1K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3K+ 13.77% |
$47K - $50.9K
|
24.8K
$318K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 1.33% |
$15.7K - $17K
|
76K
$975K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
163+ 0.13% |
$2.55K - $2.76K
|
128K
$1.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
105+ 0.78% |
$1.64K - $1.78K
|
13.6K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117- 0.05% |
$1.83K - $1.98K
|
216K
$2.76M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$23.5K - $25.4K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.22K- 14.65% |
$66.1K - $71.6K
|
24.6K
$316K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.9K- 41.26% |
$92.4K - $100K
|
8.4K
$108K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.18K- 25.75% |
$128K - $139K
|
23.6K
$302K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-11K- 1.16% |
$173K - $187K
|
936K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.4K- 1.85% |
$210K - $227K
|
713K
$9.15M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 0.68% |
$226K - $244K
|
2.1M
$26.9M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-14.7K- 11.39% |
$230K - $249K
|
114K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-17.6KClosed |
$276K - $299K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.7K- 17.39% |
$277K - $299K
|
83.9K
$1.08M
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-20.7K- 64.08% |
$324K - $351K
|
11.6K
$149K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-34.1K- 62.69% |
$534K - $578K
|
20.3K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81.5K- 26.39% |
$1.28M - $1.38M
|
227K
$2.92M
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-83K- 19.41% |
$1.3M - $1.41M
|
344K
$4.42M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-190KClosed |
$2.98M - $3.22M
|
0
$0
|