Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.09M+ 49.06% |
$12.8M - $13.5M
|
3.32M
$42.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.5K+ 22.59% |
$671K - $709K
|
312K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
45.4K+ 6.34% |
$530K - $560K
|
762K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$293K - $310K
|
25.1K
$322K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.4K+ 38.85% |
$226K - $239K
|
69.3K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 0.61% |
$160K - $170K
|
2.26M
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$128K - $136K
|
11K
$141K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.53K+ 34.14% |
$87.9K - $92.9K
|
29.6K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
6.45K+ 17.94% |
$75.3K - $79.6K
|
42.4K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.7K
|
2K
$25.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.87K+ 8.94% |
$21.8K - $23K
|
22.7K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
875+ 388.89% |
$10.2K - $10.8K
|
1.1K
$14.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-488- 0.45% |
$5.7K - $6.02K
|
109K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-843- 1.38% |
$9.85K - $10.4K
|
60.4K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.65K- 86.95% |
$19.3K - $20.4K
|
248
$3.18K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.94K- 12.88% |
$22.7K - $24K
|
13.1K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 5.94% |
$26.3K - $27.8K
|
35.6K
$457K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.33K- 1.99% |
$27.2K - $28.7K
|
115K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.53K- 3.11% |
$41.2K - $43.5K
|
110K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.31K- 2.05% |
$50.3K - $53.2K
|
206K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.57K- 29.98% |
$76.7K - $81.1K
|
15.3K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.4K- 3.79% |
$121K - $128K
|
263K
$3.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.3K- 12.68% |
$190K - $201K
|
112K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.7K- 14.03% |
$312K - $330K
|
164K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-28.1K- 58.48% |
$328K - $347K
|
20K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-106K- 11.46% |
$1.24M - $1.31M
|
820K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-192K- 30.14% |
$2.24M - $2.37M
|
445K
$5.7M
|