Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
671K+ 25.74% |
$8.27M - $8.9M
|
3.28M
$42M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
75KNew |
$924K - $995K
|
75K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.9KNew |
$381K - $410K
|
30.9K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26K+ 5.04% |
$320K - $344K
|
541K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25K+ 10.84% |
$308K - $331K
|
255K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.7K+ 17.52% |
$181K - $195K
|
98.8K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7KNew |
$144K - $155K
|
11.7K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.4K+ 17.77% |
$116K - $125K
|
62.3K
$798K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.48K+ 44.49% |
$92.2K - $99.2K
|
24.3K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 2.62% |
$87.5K - $94.1K
|
278K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.52K+ 39.24% |
$80.3K - $86.4K
|
23.1K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.79K+ 1.62% |
$34.4K - $37K
|
175K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 111.71% |
$19.5K - $21K
|
3K
$38.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
852New |
$10.5K - $11.3K
|
852
$10.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586New |
$7.22K - $7.77K
|
586
$7.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
370+ 5.18% |
$4.56K - $4.91K
|
7.52K
$96.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
347New |
$4.28K - $4.6K
|
347
$4.45K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-45- 0.05% |
$554 - $597
|
96.7K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-201- 0.15% |
$2.48K - $2.67K
|
132K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-296- 0.26% |
$3.65K - $3.92K
|
113K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-300- 2.17% |
$3.7K - $3.98K
|
13.5K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-689- 1.44% |
$8.49K - $9.14K
|
47K
$603K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.16K- 9.32% |
$14.3K - $15.4K
|
11.3K
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.5K- 21.47% |
$43.1K - $46.4K
|
12.8K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.81K- 0.54% |
$46.9K - $50.5K
|
695K
$8.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.16K- 20.76% |
$51.2K - $55.1K
|
15.9K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 18.83% |
$177K - $191K
|
62.1K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94K- 4.24% |
$1.16M - $1.25M
|
2.12M
$27.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-112K- 2.52% |
$1.38M - $1.49M
|
4.34M
$55.6M
|