Purchases and Sales Made in Q1 2025 in Angel Oak Fds Tr Ultrashort In (UYLD)
This table provides information about the institutional ownership of Angel Oak Fds Tr Ultrashort In (UYLD) during Q1 2025. The information is specifically focused on institutions that hold shares of ANGEL OAK FDS TR ULTRASHORT IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
779K+ 10.67% |
N/A
|
8.08M
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
196K+ 75.74% |
N/A
|
455K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
136K+ 34.01% |
N/A
|
536K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
102K+ 190.92% |
N/A
|
155K
$0
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
92.5K+ 163.64% |
N/A
|
149K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
70.8K+ 31.94% |
N/A
|
292K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
66.9KNew |
N/A
|
66.9K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
61.6KNew |
N/A
|
61.6K
$0
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
54.5KNew |
N/A
|
54.5K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 83.91% |
N/A
|
81.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29.9K+ 8.12% |
N/A
|
398K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 19.75% |
N/A
|
171K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28K+ 167.86% |
N/A
|
44.6K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
27KNew |
N/A
|
27K
$0
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
24.7K+ 64.05% |
N/A
|
63.1K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.5K+ 12.99% |
N/A
|
196K
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 16.24% |
N/A
|
152K
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11.4K+ 8.86% |
N/A
|
140K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 16.4% |
N/A
|
80.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
8.53K+ 6.39% |
N/A
|
142K
$0
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7K+ 4.39% |
N/A
|
166K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.74K+ 89.42% |
N/A
|
14.3K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.7KNew |
N/A
|
6.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.09K+ 63.8% |
N/A
|
15.6K
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.72KNew |
N/A
|
5.72K
$0
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.05KNew |
N/A
|
4.05K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3.92K+ 20.58% |
N/A
|
22.9K
$0
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.57K+ 3.6% |
N/A
|
45.2K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
970New |
N/A
|
970
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
852+ 12.51% |
N/A
|
7.66K
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
648+ 1.09% |
N/A
|
60.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
392+ 4.59% |
N/A
|
8.94K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
319+ 6.92% |
N/A
|
4.93K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
80New |
N/A
|
80
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 1.33% |
N/A
|
1.45K
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9+ 7.2% |
N/A
|
134
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26- 2.35% |
N/A
|
1.08K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-87- 1.91% |
N/A
|
4.46K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-258- 99.23% |
N/A
|
2
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-300- 2.0% |
N/A
|
14.7K
$0
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-909- 1.34% |
N/A
|
66.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 10.25% |
N/A
|
18K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.1K- 3.54% |
N/A
|
57.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.33K- 4.42% |
N/A
|
50.4K
$0
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.67K- 6.01% |
N/A
|
57.5K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.61K- 3.8% |
N/A
|
117K
$0
|