Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
819KNew |
$9.93M - $10.3M
|
819K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
291K+ 12.53% |
$3.52M - $3.67M
|
2.61M
$33.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
84.1KNew |
$1.02M - $1.06M
|
84.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 1193.84% |
$280K - $291K
|
25K
$320K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14K+ 2.8% |
$170K - $177K
|
515K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.1K+ 26.45% |
$134K - $140K
|
52.9K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.21K+ 3.52% |
$112K - $116K
|
271K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.91K+ 30.25% |
$47.4K - $49.3K
|
16.8K
$216K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.74K+ 29.08% |
$45.4K - $47.2K
|
16.6K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.15K+ 1.87% |
$38.2K - $39.8K
|
172K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.85K+ 2.21% |
$34.6K - $36K
|
132K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 2.17% |
$12.3K - $12.8K
|
47.7K
$612K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
825+ 1.34% |
$10K - $10.4K
|
62.6K
$803K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$9.7K - $10.1K
|
800
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
710+ 6.06% |
$8.61K - $8.97K
|
12.4K
$159K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
255+ 0.23% |
$3.09K - $3.22K
|
113K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$182 - $189
|
15
$192
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-233- 3.16% |
$2.83K - $2.94K
|
7.15K
$91.6K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-360- 2.16% |
$4.37K - $4.55K
|
16.3K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-609- 0.26% |
$7.39K - $7.69K
|
230K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.3K- 27.21% |
$137K - $142K
|
30.1K
$386K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12K- 37.47% |
$145K - $151K
|
20K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 2.42% |
$210K - $219K
|
699K
$8.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 19.36% |
$223K - $232K
|
76.5K
$981K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-42.8K- 75.61% |
$519K - $541K
|
13.8K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.8K- 2.41% |
$665K - $692K
|
2.22M
$28.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.8K- 2.41% |
$665K - $692K
|
2.22M
$28.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-62.4K- 1.38% |
$757K - $789K
|
4.45M
$57M
|