Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.62MNew |
$20.4M - $21.7M
|
1.62M
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
719KNew |
$9.02M - $9.61M
|
719K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
351K+ 312.61% |
$4.41M - $4.7M
|
464K
$5.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45.8K+ 26.13% |
$575K - $612K
|
221K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.1K+ 75.16% |
$466K - $496K
|
86.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 1.61% |
$433K - $462K
|
2.18M
$27.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
34.5KNew |
$433K - $461K
|
34.5K
$442K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$426K - $454K
|
34K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.6KNew |
$359K - $382K
|
28.6K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$281K - $299K
|
22.4K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 22.66% |
$224K - $239K
|
96.8K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
6.38K+ 8.67% |
$80.1K - $85.4K
|
80K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.4K+ 6.02% |
$55.2K - $58.8K
|
77.5K
$994K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.21KNew |
$52.8K - $56.3K
|
4.21K
$54K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.6K+ 10.52% |
$45.2K - $48.2K
|
37.8K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$22.8K - $24.3K
|
1.82K
$23.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
916+ 0.53% |
$11.5K - $12.2K
|
174K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
601New |
$7.54K - $8.04K
|
601
$7.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
183+ 0.14% |
$2.3K - $2.45K
|
128K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166New |
$2.08K - $2.22K
|
166
$2.13K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
94+ 0.47% |
$1.18K - $1.26K
|
20.1K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
44+ 0.07% |
$552 - $588
|
63.6K
$816K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 2.18% |
$188 - $201
|
704
$9.03K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-715- 0.34% |
$8.97K - $9.56K
|
210K
$2.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-722- 0.64% |
$9.06K - $9.65K
|
111K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-954- 8.15% |
$12K - $12.8K
|
10.8K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.93K- 3.8% |
$24.2K - $25.7K
|
48.7K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.95K- 12.6% |
$37.1K - $39.5K
|
20.5K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.32K- 2.06% |
$54.2K - $57.7K
|
205K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.39K- 16.23% |
$55.1K - $58.7K
|
22.7K
$291K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.51K- 29.24% |
$69.2K - $73.7K
|
13.3K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.58K- 33.68% |
$82.6K - $87.9K
|
13K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.67K- 3.07% |
$83.7K - $89.2K
|
211K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-12.6K- 7.34% |
$158K - $168K
|
159K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 21.02% |
$219K - $233K
|
65.6K
$841K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 88.0% |
$230K - $245K
|
2.5K
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.4K- 17.37% |
$670K - $714K
|
254K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-64.7K- 29.51% |
$812K - $865K
|
155K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-200K- 18.65% |
$2.51M - $2.67M
|
871K
$11.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-253K- 66.17% |
$3.17M - $3.38M
|
129K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-612K- 49.77% |
$7.68M - $8.18M
|
618K
$7.92M
|