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Angel Oak Financial Strategies Income Term Trust (FINS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Angel Oak Financial Strategies Income Term Trust (NYSE:FINS)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$38.24M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.25M
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FINS Institutional Buying and Selling by Quarter

Angel Oak Financial Strategies Income Term Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Equitec Proprietary Markets LLC111,001$1.39M0.8%-23.7%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV500,795$6.26M0.5%+11.4%0.000%
4/12/2024 Ignite Planners LLC11,716$146K0.0%-44.6%0.000%
3/5/2024Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
2/13/2024Karpus Management Inc.4,223,725$50.31M1.5%+18.2%0.000%
2/12/2024Weiss Asset Management LP27,858$332K0.0%N/A0.000%
2/9/2024 Nations Financial Group Inc. IA ADV449,442$5.35M0.5%+43.5%0.000%
2/9/2024D.A. Davidson & CO.18,800$224K0.0%+43.1%0.000%
2/9/2024UBS Group AG822,005$9.79M0.0%-1.9%0.000%
2/7/2024Shaker Financial Services LLC33,246$396K0.2%+231.8%0.000%
2/6/2024Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
1/30/2024SFI Advisors LLC43,951$523K0.4%+7.2%0.000%
1/29/2024 Equitec Proprietary Markets LLC145,559$1.73M1.3%-30.7%0.000%
1/16/2024 Raymond James & Associates101,927$1.21M0.0%-4.6%0.000%
1/12/2024 Twelve Points Wealth Management LLC98,885$1.18M0.6%-8.6%0.000%
1/9/2024 Ignite Planners LLC21,164$252K0.1%-27.7%0.000%
11/14/2023Saba Capital Management L.P.469,649$5.66M0.1%+5.5%0.000%
11/9/2023Karpus Management Inc.3,574,532$43.04M1.4%+7.7%0.000%
11/9/2023UBS Group AG837,815$10.09M0.0%+2.2%0.000%
11/8/2023 HighTower Advisors LLC24,293$294K0.0%+120.8%0.000%
11/7/2023Atlas Wealth LLC815,921$9.82M1.8%+7.1%0.000%
11/2/2023Shaker Financial Services LLC10,021$121K0.1%-85.5%0.000%
10/30/2023SFI Advisors LLC41,010$494K0.5%+38.7%0.000%
10/24/2023 Raymond James & Associates106,872$1.29M0.0%-6.8%0.000%
10/24/2023 Dakota Wealth Management46,925$565K0.0%+10.7%0.000%
10/11/2023 Ignite Planners LLC29,268$349K0.1%N/A0.000%
8/18/2023SFI Advisors LLC29,569$349K0.3%+34.1%0.000%
8/11/2023Karpus Management Inc.3,320,472$39.22M1.2%+49.1%0.000%
8/11/2023Landscape Capital Management L.L.C.15,341$181K0.0%-30.0%0.000%
8/11/2023D.A. Davidson & CO.13,133$155K0.0%-12.9%0.000%
8/8/2023 Chicago Partners Investment Group LLC112,160$1.32M0.1%-12.7%0.000%
8/7/2023Shaker Financial Services LLC69,302$818K0.4%+38.9%0.000%
7/31/2023LPL Financial LLC163,660$1.93M0.0%-14.0%0.000%
7/31/2023 Dakota Wealth Management42,400$501K0.0%+17.9%0.000%
7/25/2023 Raymond James & Associates114,639$1.35M0.0%-2.0%0.000%
5/15/2023 Nations Financial Group Inc. IA ADV272,865$3.36M0.4%+23.4%0.000%
5/11/2023Karpus Management Inc.2,227,657$27.47M0.9%+37.4%0.000%
5/10/2023Landscape Capital Management L.L.C.21,911$270K0.0%+6.9%0.000%
5/10/2023Weiss Asset Management LP10,351$128K0.0%N/A0.000%
5/9/2023Atlas Wealth LLC716,140$8.83M1.7%-0.3%0.000%
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5/8/2023Shaker Financial Services LLC49,910$615K0.3%N/A0.000%
5/3/2023Corrado Advisors LLC60,744$749K0.5%-4.5%0.000%
4/25/2023D.A. Davidson & CO.15,075$186K0.0%-33.5%0.000%
4/18/2023 Twelve Points Wealth Management LLC109,586$1.35M0.8%-1.5%0.000%
4/18/2023Claybrook Capital LLC13,455$166K0.1%+20.1%0.000%
4/14/2023 Dakota Wealth Management35,950$443K0.0%+4.2%0.000%
4/14/2023 Raymond James & Associates116,965$1.44M0.0%-9.6%0.000%
2/14/2023Atlas Wealth LLC718,643$9.21M2.5%N/A0.000%
2/13/2023 Pekin Hardy Strauss Inc.12,952$166K0.0%-33.7%0.000%
2/10/2023City of London Investment Management Co. Ltd.158,756$2.03M0.2%-7.3%0.000%
2/10/2023Sit Investment Associates Inc.617,536$7.91M0.2%-49.8%0.000%
2/9/2023Landscape Capital Management L.L.C.20,499$263K0.0%-12.6%0.000%
2/9/2023Elequin Securities LLC4,209$54K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC33,961$431K0.0%N/A0.000%
2/8/2023 Raymond James & Associates129,325$1.66M0.0%-66.2%0.000%
2/8/2023UBS Group AG870,875$11.16M0.0%-18.6%0.000%
2/8/2023 Dakota Wealth Management34,500$442K0.0%N/A0.000%
2/7/2023 Nations Financial Group Inc. IA ADV221,110$2.83M0.3%+26.1%0.000%
2/7/2023LPL Financial LLC205,218$2.63M0.0%-2.1%0.000%
2/7/2023Envestnet Asset Management Inc.86,445$1.11M0.0%+75.2%0.000%
2/6/2023 Marks Group Wealth Management Inc77,501$993K0.1%+6.0%0.000%
2/3/2023D.A. Davidson & CO.22,668$290K0.0%-16.2%0.000%
1/31/2023Wedbush Securities Inc.37,844$485K0.0%+10.5%0.000%
1/26/2023 GraniteShares Advisors LLC174,413$2.23M1.8%+0.5%0.000%
1/24/2023 Matisse Capital80,000$1.03M0.9%+8.7%0.000%
1/20/2023 Matisse Capital80,000$1.03M1.0%+8.7%0.000%
11/16/2022Saba Capital Management L.P.112,395$1.51M0.0%+19.5%0.000%
11/14/2022Guggenheim Capital LLC50,669$679K0.0%N/A0.000%
11/14/2022 Nations Financial Group Inc. IA ADV175,310$2.35M0.3%+136.9%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.219,172$2.94M1.3%-16.8%0.000%
11/10/2022City of London Investment Management Co. Ltd.171,325$2.30M0.2%-53.2%0.000%
11/10/2022UBS Group AG1,070,528$14.35M0.0%+22.9%0.000%
11/9/2022Shaker Financial Services LLC46,654$625K0.3%N/A0.000%
11/8/2022 Matisse Capital73,616$986K1.3%+217.2%0.000%
11/7/2022D.A. Davidson & CO.27,061$363K0.0%-40.1%0.000%
11/4/2022Foresight Wealth Management LLC24,115$323K0.1%+119.6%0.000%
11/2/2022Landscape Capital Management L.L.C.23,453$314K0.0%+16.4%0.000%
11/2/2022Rockefeller Capital Management L.P.18,844$252K0.0%+166.9%0.000%
11/1/2022 Howard Wealth Management LLC13,155$176K0.1%+7.3%0.000%
10/25/2022 Raymond James & Associates382,249$5.12M0.0%-8.9%0.000%
10/20/2022 Twelve Points Wealth Management LLC111,988$1.50M1.2%-1.4%0.000%
10/18/2022Wedbush Securities Inc.34,241$459K0.0%+129.5%0.000%
10/14/2022 GraniteShares Advisors LLC173,497$2.32M1.9%-1.2%0.000%
8/15/2022Bluefin Capital Management LLC16,274$235K0.0%N/A0.000%
8/13/2022 Marks Group Wealth Management Inc73,102$1.07M0.2%+1.5%0.000%
8/11/2022UBS Group AG871,248$12.70M0.0%-6.9%0.000%
8/11/2022Sit Investment Associates Inc.595,281$8.68M0.3%+2.4%0.000%
8/10/2022Thomas J. Herzfeld Advisors Inc.263,329$3.84M1.6%+5.4%0.000%
8/5/2022Landscape Capital Management L.L.C.20,150$294K0.0%N/A0.000%
8/5/2022 Pekin Hardy Strauss Inc.18,830$275K0.0%-24.0%0.000%
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8/3/2022Envestnet Asset Management Inc.61,450$896K0.0%+3.1%0.000%
7/28/2022D.A. Davidson & CO.45,173$659K0.0%-40.6%0.000%
7/28/2022 Matisse Capital23,205$338K0.3%+14.3%0.000%
7/27/2022Hightower 6M Holding LLC19,197$280K0.0%N/A0.000%
7/22/2022 GraniteShares Advisors LLC175,566$2.56M1.9%+3.0%0.000%
7/21/2022Wedbush Securities Inc.14,922$218K0.0%-39.4%0.000%
7/19/2022Commonwealth Equity Services LLC15,441$225K0.0%N/A0.000%
7/18/2022 Equitec Proprietary Markets LLC210,754$3.07M0.9%-0.7%0.000%
5/13/2022 Pekin Hardy Strauss Inc.24,790$391K0.0%+13.8%0.000%
5/12/2022D.A. Davidson & CO.76,044$1.20M0.0%+1.3%0.000%
(Data available from 1/1/2016 forward)

FINS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINS shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were Karpus Management Inc. ($50.31M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Sit Investment Associates Inc. ($7.91M), Nations Financial Group Inc. IA ADV ($6.26M), Saba Capital Management L.P. ($5.66M), and Thomas J. Herzfeld Advisors Inc. ($2.94M).Learn more on FINS's institutional investors.

Which institutional investors have been buying Angel Oak Financial Strategies Income Term Trust stock?

Of the 31 institutional investors that purchased Angel Oak Financial Strategies Income Term Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($2.60M), Atlas Wealth LLC ($773.04K), Nations Financial Group Inc. IA ADV ($386.37K), UBS Group AG ($216.97K), Shaker Financial Services LLC ($139.18K), Matisse Capital ($66.08K), and Guggenheim Capital LLC ($50.67K).

How much institutional buying is happening at Angel Oak Financial Strategies Income Term Trust?

Institutional investors have bought a total of 4,734,903 shares in the last 24 months. This purchase volume represents approximately $58.62M in transactions.

Which Angel Oak Financial Strategies Income Term Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold Angel Oak Financial Strategies Income Term Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($611.85K), Raymond James & Associates ($330.93K), UBS Group AG ($280.48K), City of London Investment Management Co. Ltd. ($207.19K), Equitec Proprietary Markets LLC ($100.44K), D.A. Davidson & CO. ($62.91K), and Shaker Financial Services LLC ($59.28K).

How much institutional selling is happening at Angel Oak Financial Strategies Income Term Trust?

Institutional investors have sold a total of 1,828,628 shares in the last 24 months. This volume of shares sold represents approximately $23.66M in transactions.


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This page (NYSE:FINS) was last updated on 5/8/2024 by MarketBeat.com Staff

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