Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 21.76% |
$3.1M - $3.28M
|
1.35M
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151K+ 148.76% |
$1.94M - $2.05M
|
253K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
144K+ 2.8% |
$1.85M - $1.96M
|
5.3M
$69M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
59.8K+ 8.6% |
$766K - $811K
|
755K
$9.83M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.3K+ 74.39% |
$414K - $438K
|
75.7K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 10.88% |
$409K - $433K
|
325K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 110.7% |
$361K - $383K
|
53.7K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9KNew |
$191K - $202K
|
14.9K
$194K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.4K+ 20.17% |
$185K - $196K
|
85.8K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 54.36% |
$160K - $169K
|
35.5K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
10.7K+ 10.1% |
$138K - $146K
|
117K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.15K+ 2.9% |
$104K - $111K
|
289K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.05K+ 1.6% |
$39.1K - $41.4K
|
194K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.9K+ 4.04% |
$24.4K - $25.8K
|
48.9K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.84K+ 1.38% |
$23.5K - $24.9K
|
135K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
714New |
$9.15K - $9.69K
|
714
$9.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
550+ 1.29% |
$7.05K - $7.46K
|
43.4K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 2.25% |
$103 - $109
|
364
$4.74K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-465- 0.79% |
$5.96K - $6.31K
|
58.6K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-679- 6.16% |
$8.7K - $9.21K
|
10.3K
$135K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-867- 0.99% |
$11.1K - $11.8K
|
86.5K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 6.61% |
$15K - $15.9K
|
16.6K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8K- 1.54% |
$103K - $109K
|
511K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.2K- 62.45% |
$157K - $166K
|
7.37K
$95.9K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-21.3K- 13.76% |
$273K - $289K
|
133K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.3K- 8.12% |
$914K - $967K
|
807K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-103K- 91.03% |
$1.32M - $1.4M
|
10.1K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-229K- 6.08% |
$2.94M - $3.11M
|
3.54M
$46.1M
|