Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
606K+ 37.35% |
$7.45M - $8.12M
|
2.23M
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
173K+ 37.36% |
$2.13M - $2.32M
|
637K
$8.17M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.1K+ 3.17% |
$850K - $926K
|
2.25M
$28.8M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
63.8K+ 41.28% |
$784K - $855K
|
218K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
55.4K+ 6.37% |
$681K - $743K
|
926K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51.8K+ 23.41% |
$636K - $694K
|
273K
$3.5M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
49.9KNew |
$613K - $669K
|
49.9K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.5K+ 17.03% |
$203K - $221K
|
113K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.4KNew |
$127K - $139K
|
10.4K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.72K+ 53.92% |
$94.9K - $103K
|
22K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.67K+ 7.72% |
$82K - $89.4K
|
93.1K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
2.26K+ 20.13% |
$27.7K - $30.2K
|
13.5K
$172K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.45K+ 4.2% |
$17.8K - $19.4K
|
36K
$461K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.41K+ 6.89% |
$17.4K - $18.9K
|
21.9K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
737+ 17.51% |
$9.06K - $9.88K
|
4.95K
$63.4K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
732+ 3.63% |
$9K - $9.81K
|
20.9K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
574+ 0.23% |
$7.05K - $7.69K
|
255K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
281New |
$3.45K - $3.77K
|
281
$3.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
225New |
$2.77K - $3.02K
|
225
$2.88K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
129+ 0.1% |
$1.59K - $1.73K
|
128K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120+ 0.06% |
$1.47K - $1.61K
|
211K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
38+ 0.1% |
$467 - $509
|
37.9K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-113- 68.07% |
$1.39K - $1.51K
|
53
$679
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-600- 24.0% |
$7.37K - $8.04K
|
1.9K
$24.4K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-689- 1.41% |
$8.47K - $9.23K
|
48.1K
$616K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.68K- 1.51% |
$20.6K - $22.5K
|
110K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 0.35% |
$30.8K - $33.5K
|
716K
$9.18M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.89K- 4.53% |
$35.5K - $38.7K
|
60.7K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.38K- 6.67% |
$53.8K - $58.6K
|
61.2K
$785K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.84K- 21.65% |
$59.5K - $64.9K
|
17.5K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.59K- 33.5% |
$93.3K - $102K
|
15.1K
$193K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 9.56% |
$152K - $166K
|
117K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.8K- 7.23% |
$182K - $199K
|
190K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-71.4K- 11.57% |
$878K - $957K
|
546K
$7M
|