Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
634K+ 106.52% |
$8.28M - $9.4M
|
1.23M
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
199K+ 22.87% |
$2.6M - $2.95M
|
1.07M
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176K+ 133.28% |
$2.29M - $2.6M
|
307K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
101K+ 136.88% |
$1.32M - $1.5M
|
175K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
63.6KNew |
$830K - $942K
|
63.6K
$815K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.5K+ 180.74% |
$698K - $792K
|
83K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
50.7KNew |
$661K - $751K
|
50.7K
$650K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
50.4K+ 217.24% |
$658K - $747K
|
73.6K
$944K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
46.7KNew |
$609K - $691K
|
46.7K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 1.49% |
$410K - $465K
|
2.14M
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20KNew |
$262K - $297K
|
20K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
19.3K+ 129.47% |
$252K - $286K
|
34.2K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
18.4K+ 19.52% |
$240K - $272K
|
112K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 43.98% |
$173K - $197K
|
43.5K
$558K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
13.1K+ 119.59% |
$171K - $195K
|
24.1K
$309K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 166.87% |
$154K - $175K
|
18.8K
$242K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7KNew |
$153K - $174K
|
11.7K
$150K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.3K+ 16.39% |
$43.1K - $49K
|
23.5K
$301K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
900+ 7.34% |
$11.7K - $13.3K
|
13.2K
$169K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
700+ 3.72% |
$9.14K - $10.4K
|
19.5K
$250K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
689New |
$8.99K - $10.2K
|
689
$8.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
182+ 0.14% |
$2.38K - $2.7K
|
128K
$1.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 1.74% |
$18.2K - $20.7K
|
78.9K
$1.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.61K- 1.42% |
$21.1K - $23.9K
|
112K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 0.93% |
$25.8K - $29.3K
|
210K
$2.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-2.07K- 1.18% |
$27K - $30.7K
|
173K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.11K- 2.73% |
$79.7K - $90.5K
|
217K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.29K- 28.34% |
$82.1K - $93.2K
|
15.9K
$204K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.1K- 19.69% |
$158K - $179K
|
49.4K
$633K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.1K- 40.09% |
$236K - $268K
|
27.1K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.1K- 62.74% |
$458K - $520K
|
20.8K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.2K- 8.87% |
$485K - $551K
|
382K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-44.2K- 16.77% |
$576K - $654K
|
219K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-195K- 53.18% |
$2.54M - $2.88M
|
171K
$2.2M
|