Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
254K+ 7.65% |
$2.96M - $3.09M
|
3.57M
$45.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
116K+ 21.32% |
$1.36M - $1.41M
|
663K
$8.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
54.4K+ 7.14% |
$634K - $661K
|
816K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50.8K+ 19.34% |
$591K - $617K
|
313K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
29.3KNew |
$341K - $356K
|
29.3K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.6K+ 5.54% |
$287K - $299K
|
470K
$6.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
17.7K+ 2.16% |
$206K - $215K
|
838K
$10.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
17.1KNew |
$199K - $208K
|
17.1K
$219K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 120.85% |
$155K - $162K
|
24.3K
$311K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
11.4K+ 38.69% |
$133K - $139K
|
41K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$123K - $128K
|
10.6K
$135K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 0.44% |
$117K - $122K
|
2.27M
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.59K+ 4.65% |
$112K - $117K
|
216K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.33K+ 7.59% |
$97K - $101K
|
118K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.53K+ 10.67% |
$52.7K - $55K
|
46.9K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
597+ 0.99% |
$6.96K - $7.25K
|
61K
$781K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
541New |
$6.3K - $6.57K
|
541
$6.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$5.83K - $6.08K
|
500
$6.41K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
353+ 1.55% |
$4.11K - $4.29K
|
23.1K
$296K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 0.14% |
$1.78K - $1.86K
|
112K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.13% |
$524 - $547
|
35.7K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.06% |
$93.2 - $97.2
|
13.1K
$168K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-869- 0.8% |
$10.1K - $10.6K
|
108K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.77K- 6.78% |
$90.5K - $94.4K
|
107K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.7K- 7.75% |
$148K - $154K
|
151K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.3K- 85.54% |
$691K - $720K
|
10K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-98.2K- 31.48% |
$1.14M - $1.19M
|
214K
$2.74M
|