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

Angel Oak Financial Strategies Income Term Trust logo
$13.16 -0.06 (-0.42%)
Closing price 09/19/2025 03:58 PM Eastern
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$13.16 0.00 (-0.04%)
As of 09/19/2025 04:10 PM Eastern
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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)
33
Total
Institutional Inflows
(last 12 months)
$83.99M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.89M
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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
9/4/2025 Osaic Holdings Inc.67,642$878K0.0%-10.6%0.000%
8/15/2025 Corient Private Wealth LLC30,000$389K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE10,868$141K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.80,095$1.04M0.0%+36.7%0.000%
8/14/2025 Karpus Management Inc.5,531,335$71.80M2.3%+56.2%0.000%
8/13/2025 StoneX Group Inc.21,455$278K0.0%-56.1%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.203,446$2.64M0.9%N/A0.000%
8/13/2025 First Trust Advisors LP140,399$1.82M0.0%+63.5%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.5,833$76K0.0%N/A0.000%
8/13/2025 Choreo LLC26,565$345K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.352,176$4.57M0.1%+39.3%0.000%
8/8/2025 Rockefeller Capital Management L.P.17,815$231K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers36,783$477K0.0%+3.7%0.000%
8/5/2025 Shaker Financial Services LLC163,730$2.13M0.8%+22.8%0.000%
8/5/2025 Mountain Hill Investment Partners Corp.3,333$43K0.0%+33.3%0.000%
8/4/2025 Live Oak Private Wealth LLC21,670$281K0.0%+103.9%0.000%
8/1/2025 Envestnet Asset Management Inc.147,729$1.92M0.0%+175.3%0.000%
7/23/2025 Ignite Planners LLC11,620$150K0.0%+12.3%0.000%
7/16/2025 Dakota Wealth Management83,435$1.08M0.0%+34.9%0.000%
7/15/2025 Riverbridge Partners LLC121,663$1.58M0.0%+3.9%0.000%
5/16/2025Advisors Asset Management Inc.252,748$3.41M0.1%+148.8%0.000%
5/15/2025Royal Bank of Canada288,945$3.90M0.0%+2.9%0.000%
5/14/2025Comerica Bank7,365$99K0.0%-62.4%0.000%
5/13/2025Nations Financial Group Inc. IA ADV511,062$6.89M0.5%-1.5%0.000%
5/13/2025Sit Investment Associates Inc.5,301,917$71.47M1.7%+2.8%0.000%
5/9/2025Chicago Partners Investment Group LLC10,138$134K0.0%-91.0%0.000%
5/9/2025Shaker Financial Services LLC133,384$1.80M0.7%-13.8%0.000%
5/7/2025LPL Financial LLC134,685$1.82M0.0%+1.4%0.000%
5/6/2025Cetera Investment Advisers35,459$478K0.0%+54.4%0.000%
5/6/2025Wedbush Securities Inc.16,586$224K0.0%-6.6%0.000%
4/30/2025Twelve Points Wealth Management LLC86,534$1.17M0.3%-1.0%0.000%
4/29/2025Envestnet Asset Management Inc.53,657$723K0.0%+110.7%0.000%
4/21/2025Riverbridge Partners LLC117,073$1.58M0.0%+10.1%0.000%
4/15/2025Noble Wealth Management PBC193,715$2.61M1.8%+1.6%0.000%
2/27/2025Jefferies Financial Group Inc.25,000$318K0.0%N/A0.000%
2/17/2025Jefferies Financial Group Inc.25,000$318K0.0%N/A0.000%
2/14/2025Comerica Bank19,612$249K0.0%+160.9%0.000%
2/14/2025Stifel Financial Corp293,440$3.73M0.0%+14.9%0.000%
2/14/2025Shaker Financial Services LLC154,668$1.96M0.8%+56.5%0.000%
2/14/2025First Trust Advisors LP71,436$907K0.0%+14.7%0.000%
2/13/2025Raymond James Financial Inc.59,050$750K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.25,466$323K0.0%+4.8%0.000%
2/13/2025Wedbush Securities Inc.17,759$226K0.0%+12.0%0.000%
2/13/2025Sit Investment Associates Inc.5,157,564$65.50M1.5%+57.2%0.000%
2/13/2025Wells Fargo & Company MN1,110,241$14.10M0.0%+536.2%0.000%
2/12/2025StoneX Group Inc.47,013$597K0.0%N/A0.000%
2/11/2025Mountain Hill Investment Partners Corp.2,500$32K0.0%N/A0.000%
2/11/2025LPL Financial LLC132,850$1.69M0.0%+1.0%0.000%
2/6/2025Raymond James Financial Inc.59,050$750K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC190,665$2.42M1.7%N/A0.000%
1/30/2025Nations Financial Group Inc. IA ADV519,062$6.59M0.5%-4.0%0.000%
1/24/2025Catalina Capital Group LLC16,052$204K0.1%N/A0.000%
1/23/2025Twelve Points Wealth Management LLC87,401$1.11M0.3%-9.7%0.000%
1/17/2025Riverbridge Partners LLC106,333$1.35M0.0%+41.8%0.000%
1/17/2025Transform Wealth LLC42,800$544K0.0%N/A0.000%
1/8/2025Worth Asset Management LLC10,964$139K0.1%N/A0.000%
11/15/2024Stifel Financial Corp255,413$3.38M0.0%+10.8%0.000%
11/15/2024HighTower Advisors LLC30,919$405K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.12,800$169K0.0%-21.5%0.000%
11/5/2024Nations Financial Group Inc. IA ADV540,794$7.15M0.5%+5.0%0.000%
10/31/2024Shaker Financial Services LLC98,803$1.31M0.5%+17.5%0.000%
10/8/2024Ignite Planners LLC11,268$149K0.0%-9.3%0.000%
8/7/2024Wedbush Securities Inc.20,015$248K0.0%-37.5%0.000%
8/3/2024Shaker Financial Services LLC84,071$1.04M0.4%N/A0.000%
7/29/2024Nations Financial Group Inc. IA ADV514,834$6.37M0.5%+2.8%0.000%
7/22/2024Dakota Wealth Management62,600$774K0.0%+1.3%0.000%
5/14/2024Karpus Management Inc.4,509,636$56.33M1.6%+6.8%0.000%
4/26/2024Equitec Proprietary Markets LLC111,001$1.39M0.8%-23.7%0.000%
4/23/2024Nations Financial Group Inc. IA ADV500,795$6.26M0.5%+11.4%0.000%
4/12/2024Ignite 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%
2/9/2024Nations 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%
1/29/2024Equitec Proprietary Markets LLC145,559$1.73M1.3%-30.7%0.000%
1/16/2024Raymond James & Associates101,927$1.21M0.0%-4.6%0.000%
1/12/2024Twelve Points Wealth Management LLC98,885$1.18M0.6%-8.6%0.000%
1/9/2024Ignite 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%
11/8/2023HighTower 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%
10/24/2023Raymond James & Associates106,872$1.29M0.0%-6.8%0.000%
10/24/2023Dakota Wealth Management46,925$565K0.0%+10.7%0.000%
10/11/2023Ignite 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%
8/8/2023Chicago 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%
(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, 45 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were Karpus Management Inc. ($71.80M), Sit Investment Associates Inc. ($71.47M), Wells Fargo & Company MN ($14.10M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Nations Financial Group Inc. IA ADV ($6.89M), and Saba Capital Management L.P. ($5.66M).Learn more on Angel Oak Financial Strategies Income Term Trust's institutional investors.

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

Of the 40 institutional investors that purchased Angel Oak Financial Strategies Income Term Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($3.18M), Sit Investment Associates Inc. ($2.02M), Wells Fargo & Company MN ($935.73K), Advisors Asset Management Inc. ($250.57K), Nations Financial Group Inc. IA ADV ($227.52K), Shaker Financial Services LLC ($208.24K), and Thomas J. Herzfeld Advisors Inc. ($203.45K).

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

Institutional investors have bought a total of 6,522,848 shares in the last 24 months. This purchase volume represents approximately $83.99M in transactions.

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

Of the 10 institutional investors that sold Angel Oak Financial Strategies Income Term Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Chicago Partners Investment Group LLC ($102.88K), Nations Financial Group Inc. IA ADV ($29.73K), StoneX Group Inc. ($27.46K), Shaker Financial Services LLC ($21.28K), Comerica Bank ($12.25K), Twelve Points Wealth Management LLC ($10.21K), and Osaic Holdings Inc. ($8.01K).

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

Institutional investors have sold a total of 217,656 shares in the last 24 months. This volume of shares sold represents approximately $2.89M in transactions.


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This page (NYSE:FINS) was last updated on 9/21/2025 by MarketBeat.com Staff
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