Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
94KNew |
$1.26M - $1.5M
|
94K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$405K - $483K
|
30.2K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
22.2KNew |
$298K - $355K
|
22.2K
$285K
|
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
21.5K+ 6.25% |
$289K - $344K
|
366K
$4.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20.2KNew |
$270K - $322K
|
20.2K
$258K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.1KNew |
$269K - $321K
|
20.1K
$257K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20K+ 37.03% |
$268K - $320K
|
74K
$949K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
19.2KNew |
$257K - $307K
|
19.2K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$218K - $260K
|
16.3K
$209K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4KNew |
$207K - $247K
|
15.4K
$198K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 0.69% |
$193K - $230K
|
2.11M
$27.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 0.69% |
$193K - $230K
|
2.11M
$27.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 2.4% |
$187K - $223K
|
595K
$7.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13.4K+ 5.36% |
$180K - $214K
|
263K
$3.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.06K+ 2.97% |
$67.9K - $80.9K
|
176K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.94K+ 2.29% |
$39.5K - $47K
|
132K
$1.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
2.9K+ 14.28% |
$38.9K - $46.3K
|
23.2K
$297K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.82K+ 3.05% |
$24.4K - $29.1K
|
61.5K
$788K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.1K+ 1.53% |
$14.8K - $17.6K
|
73.1K
$937K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
445+ 1.53% |
$5.97K - $7.11K
|
29.6K
$379K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
426+ 0.33% |
$5.71K - $6.81K
|
128K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338New |
$4.53K - $5.4K
|
338
$4.33K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
103New |
$1.38K - $1.65K
|
103
$1.32K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-609- 0.53% |
$8.17K - $9.73K
|
114K
$1.46M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-614- 5.29% |
$8.23K - $9.81K
|
11K
$141K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.38K- 10.12% |
$18.5K - $22.1K
|
12.3K
$157K
|
|
|
Jul 18, 2022
Q2 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-1.4K- 0.66% |
$18.8K - $22.4K
|
211K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.29K- 10.23% |
$30.7K - $36.6K
|
20.1K
$257K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.56K- 4.24% |
$47.7K - $56.8K
|
80.3K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 1.8% |
$55K - $65.6K
|
223K
$2.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.11K- 1.91% |
$55.2K - $65.7K
|
212K
$2.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.96K- 24.04% |
$79.9K - $95.2K
|
18.8K
$241K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-8.4KClosed |
$113K - $134K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.69K- 39.37% |
$130K - $155K
|
14.9K
$191K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.5K- 70.05% |
$221K - $264K
|
7.06K
$90.5K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-30.9K- 40.6% |
$414K - $493K
|
45.2K
$579K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.3K- 43.06% |
$567K - $676K
|
55.9K
$717K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-65K- 6.94% |
$872K - $1.04M
|
871K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-294K- 41.21% |
$3.94M - $4.7M
|
419K
$5.38M
|