Latest Institutional Purchases of Angel Oak Fds Tr Ultrashort In (UYLD)
This list provides information on the latest institutional transactions involving Angel Oak Fds Tr Ultrashort In (UYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
426K+ 8.92% |
N/A
|
5.2M
$0
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 157.7% |
N/A
|
31K
$0
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.33KNew |
N/A
|
4.33K
$0
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
133+ 2.53% |
N/A
|
5.39K
$0
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
54.7KNew |
N/A
|
54.7K
$0
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
49.9K+ 220.58% |
N/A
|
72.5K
$0
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
48.6K+ 4.87% |
N/A
|
1.05M
$0
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48.5K+ 809.58% |
N/A
|
54.5K
$0
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.8K+ 84.98% |
N/A
|
97.6K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.4K+ 124.95% |
N/A
|
60.1K
$0
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
33.1K+ 46.24% |
N/A
|
105K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
29.2K+ 79.72% |
N/A
|
65.8K
$0
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27.4K+ 45.43% |
N/A
|
87.7K
$0
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
18.6K+ 39.4% |
N/A
|
66K
$0
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.55K+ 43.14% |
N/A
|
25.1K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.88K+ 5253.44% |
N/A
|
7.01K
$0
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.8K+ 6.55% |
N/A
|
29.4K
$0
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.59K+ 3.83% |
N/A
|
43.3K
$0
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.89% |
N/A
|
130K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
897New |
N/A
|
897
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
423+ 28.54% |
N/A
|
1.91K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
387+ 2.55% |
N/A
|
15.6K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17New |
N/A
|
17
$0
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$0
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 11000.0% |
N/A
|
1.33K
$0
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
655New |
N/A
|
655
$0
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|