Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
649K+ 18.16% |
$7.6M - $8.04M
|
4.22M
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
143K+ 21.52% |
$1.67M - $1.77M
|
805K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
136K+ 43.46% |
$1.59M - $1.69M
|
449K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 85.72% |
$1.18M - $1.25M
|
219K
$2.81M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.1K+ 2.31% |
$598K - $633K
|
2.27M
$29.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36KNew |
$421K - $446K
|
36K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.9KNew |
$326K - $345K
|
27.9K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.2K+ 231.76% |
$272K - $288K
|
33.2K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.5KNew |
$216K - $229K
|
18.5K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 6.33% |
$160K - $169K
|
230K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$158K - $167K
|
13.5K
$173K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
13.2K+ 28.08% |
$154K - $163K
|
60.1K
$770K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.8KNew |
$150K - $158K
|
12.8K
$164K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2KNew |
$131K - $139K
|
11.2K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6KNew |
$124K - $131K
|
10.6K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.44KNew |
$87.1K - $92.1K
|
7.44K
$95.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.84K+ 25.27% |
$68.3K - $72.2K
|
28.9K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.66K+ 43.06% |
$66.2K - $70.1K
|
18.8K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.94K+ 7.17% |
$34.4K - $36.4K
|
44K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$33.5K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61KNew |
$30.5K - $32.3K
|
2.61K
$33.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$23.4K - $24.8K
|
2K
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35K+ 545.16% |
$15.8K - $16.7K
|
1.6K
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.23K+ 661.83% |
$14.4K - $15.2K
|
1.42K
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
959+ 2.69% |
$11.2K - $11.9K
|
36.6K
$470K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
249+ 0.22% |
$2.91K - $3.08K
|
113K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26+ 4.81% |
$304 - $322
|
567
$7.27K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 0.76% |
$2.15K - $2.28K
|
24.1K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.22K- 0.19% |
$49.4K - $52.3K
|
2.27M
$29.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.95K- 4.63% |
$57.9K - $61.2K
|
102K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-8.1K- 27.69% |
$94.8K - $100K
|
21.2K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9.34K- 8.63% |
$109K - $116K
|
98.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-9.74K- 56.9% |
$114K - $121K
|
7.38K
$94.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 6.77% |
$120K - $127K
|
141K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 17.84% |
$127K - $135K
|
50.1K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 1.89% |
$185K - $196K
|
822K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.8K- 18.15% |
$454K - $480K
|
175K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-64.5K- 30.7% |
$754K - $798K
|
146K
$1.87M
|