Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
426K+ 8.92% |
N/A
|
5.2M
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
144K+ 164.25% |
N/A
|
232K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.5KNew |
N/A
|
92.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
68.3K+ 103.83% |
N/A
|
134K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
68.2K+ 1477.62% |
N/A
|
72.8K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
66.1K+ 6.31% |
N/A
|
1.11M
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2KNew |
N/A
|
32.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.1K+ 26.72% |
N/A
|
124K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
20.6K+ 31.25% |
N/A
|
86.6K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19K+ 157.7% |
N/A
|
31K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.2K+ 267.86% |
N/A
|
23.7K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
13.4K+ 10.28% |
N/A
|
143K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11.6K+ 39.68% |
N/A
|
41K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.13K+ 15.18% |
N/A
|
69.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.66K+ 30.58% |
N/A
|
32.7K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.6KNew |
N/A
|
6.6K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.32K+ 40.56% |
N/A
|
21.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5.35K+ 5.1% |
N/A
|
110K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.33KNew |
N/A
|
4.33K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.64K+ 23.34% |
N/A
|
8.65K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
819+ 1.89% |
N/A
|
44.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
473New |
N/A
|
473
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
248New |
N/A
|
248
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149New |
N/A
|
149
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
133+ 2.53% |
N/A
|
5.39K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 0.19% |
N/A
|
9.92K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-91- 4.78% |
N/A
|
1.81K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.71K- 3.74% |
N/A
|
69.7K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.85K- 4.75% |
N/A
|
57.1K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.68K- 17.54% |
N/A
|
45.5K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-10.2K- 18.63% |
N/A
|
44.5K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.6K- 51.26% |
N/A
|
12K
$0
|