Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.33M+ 81.61% |
$55M - $58.5M
|
9.63M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.99M+ 56.15% |
$25.3M - $26.9M
|
5.53M
$73M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
203KNew |
$2.58M - $2.75M
|
203K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
197K+ 26.17% |
$2.51M - $2.67M
|
952K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
99.4K+ 39.34% |
$1.26M - $1.35M
|
352K
$4.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.1K+ 175.32% |
$1.19M - $1.27M
|
148K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76K+ 23.35% |
$965K - $1.03M
|
401K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65.2KNew |
$828K - $882K
|
65.2K
$860K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
54.6K+ 63.55% |
$693K - $738K
|
140K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.8K+ 17.59% |
$645K - $688K
|
340K
$4.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 33.16% |
$567K - $604K
|
179K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
30.3K+ 22.75% |
$385K - $411K
|
164K
$2.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30KNew |
$381K - $406K
|
30K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.6KNew |
$337K - $359K
|
26.6K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 1.61% |
$276K - $294K
|
1.37M
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
21.6K+ 34.9% |
$274K - $292K
|
83.4K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 36.72% |
$273K - $291K
|
80.1K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.5KNew |
$272K - $290K
|
21.5K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8KNew |
$226K - $241K
|
17.8K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$195K - $207K
|
15.3K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11K+ 103.86% |
$140K - $149K
|
21.7K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9KNew |
$138K - $147K
|
10.9K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7K+ 1.37% |
$88.9K - $94.7K
|
518K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83KNew |
$74.1K - $78.9K
|
5.83K
$76.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
4.59K+ 3.92% |
$58.3K - $62.1K
|
122K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.38K+ 22.68% |
$42.9K - $45.7K
|
18.3K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 3.73% |
$16.8K - $17.9K
|
36.8K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 12.28% |
$16.1K - $17.2K
|
11.6K
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
833+ 33.32% |
$10.6K - $11.3K
|
3.33K
$44K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 2.75% |
$127 - $135
|
374
$4.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-308- 0.36% |
$3.91K - $4.17K
|
86.2K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 3.01% |
$6.35K - $6.77K
|
16.1K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-566- 7.68% |
$7.19K - $7.66K
|
6.8K
$89.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.97K- 13.17% |
$127K - $135K
|
65.7K
$866K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.1K- 7.32% |
$750K - $799K
|
748K
$9.86M
|