Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.51M+ 187.91% |
$17.9M - $18.9M
|
2.32M
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
286K+ 6.77% |
$3.39M - $3.57M
|
4.51M
$57.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.8K+ 2.47% |
$649K - $684K
|
2.27M
$29.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51.4K+ 11.43% |
$609K - $641K
|
501K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.3K+ 14.07% |
$383K - $404K
|
262K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2K+ 117.59% |
$156K - $164K
|
24.4K
$312K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.9K+ 44.56% |
$153K - $161K
|
41.8K
$536K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$152K - $161K
|
12.9K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.7K+ 28.84% |
$150K - $158K
|
56.6K
$726K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$147K - $155K
|
12.4K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3KNew |
$146K - $154K
|
12.3K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 5.37% |
$140K - $147K
|
231K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.42K+ 15.05% |
$64.2K - $67.6K
|
41.4K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 0.16% |
$43.5K - $45.9K
|
2.27M
$29.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 0.16% |
$43.5K - $45.9K
|
2.27M
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.3K+ 21.65% |
$27.2K - $28.7K
|
12.9K
$166K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.68K+ 2.79% |
$19.8K - $20.9K
|
61.8K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
332+ 20.75% |
$3.93K - $4.15K
|
1.93K
$24.8K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
284+ 2.22% |
$3.37K - $3.55K
|
13.1K
$167K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
250+ 0.22% |
$2.96K - $3.12K
|
113K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.05% |
$47.4 - $50
|
7.38K
$94.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.09K- 2.12% |
$24.8K - $26.2K
|
96.8K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 11.38% |
$25.4K - $26.7K
|
16.7K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.38K- 6.74% |
$40K - $42.2K
|
46.7K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.63K- 12.62% |
$54.8K - $57.8K
|
32K
$410K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.4K- 3.66% |
$75.9K - $80K
|
169K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.06K- 6.93% |
$83.7K - $88.2K
|
94.9K
$1.22M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.21K- 3.4% |
$109K - $115K
|
262K
$3.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-9.45K- 44.64% |
$112K - $118K
|
11.7K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 8.41% |
$140K - $148K
|
129K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-34.6K- 23.74% |
$410K - $432K
|
111K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-106K- 12.87% |
$1.25M - $1.32M
|
716K
$9.18M
|