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

Angel Oak Financial Strategies Income Term Trust logo
$13.23 +0.05 (+0.38%)
As of 04/30/2025 03:58 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)
22
Total
Institutional Inflows
(last 12 months)
$50.35M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$616.34K
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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
4/30/2025Twelve Points Wealth Management LLC86,534$1.17M0.3%-1.0%0.000%
4/29/2025 Envestnet Asset Management Inc.53,657$723K0.0%+110.7%0.000%
4/21/2025 Riverbridge Partners LLC117,073$1.58M0.0%+10.1%0.000%
4/15/2025 Noble 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%
2/13/2025 Envestnet 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%
2/5/2025 Noble 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%
1/24/2025 Catalina Capital Group LLC16,052$204K0.1%N/A0.000%
1/23/2025Twelve Points Wealth Management LLC87,401$1.11M0.3%-9.7%0.000%
1/17/2025 Riverbridge Partners LLC106,333$1.35M0.0%+41.8%0.000%
1/17/2025 Transform Wealth LLC42,800$544K0.0%N/A0.000%
1/8/2025 Worth 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%
11/13/2024 D.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%
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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%
2/9/2024 D.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%
8/11/2023 D.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%
7/31/2023Dakota Wealth Management42,400$501K0.0%+17.9%0.000%
7/25/2023Raymond James & Associates114,639$1.35M0.0%-2.0%0.000%
5/15/2023Nations 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%
5/8/2023Shaker Financial Services LLC49,910$615K0.3%N/A0.000%
5/3/2023Corrado Advisors LLC60,744$749K0.5%-4.5%0.000%
4/25/2023 D.A. Davidson & CO.15,075$186K0.0%-33.5%0.000%
4/18/2023Twelve Points Wealth Management LLC109,586$1.35M0.8%-1.5%0.000%
4/18/2023Claybrook Capital LLC13,455$166K0.1%+20.1%0.000%
4/14/2023Dakota Wealth Management35,950$443K0.0%+4.2%0.000%
4/14/2023Raymond James & Associates116,965$1.44M0.0%-9.6%0.000%
2/14/2023Atlas Wealth LLC718,643$9.21M2.5%N/A0.000%
2/13/2023Pekin 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%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
2/9/2023HighTower Advisors LLC33,961$431K0.0%N/A0.000%
2/8/2023Raymond James & Associates129,325$1.66M0.0%-66.2%0.000%
2/8/2023UBS Group AG870,875$11.16M0.0%-18.6%0.000%
2/8/2023Dakota Wealth Management34,500$442K0.0%N/A0.000%
2/7/2023Nations 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%
2/7/2023 Envestnet Asset Management Inc.86,445$1.11M0.0%+75.2%0.000%
2/6/2023Marks Group Wealth Management Inc77,501$993K0.1%+6.0%0.000%
2/3/2023 D.A. Davidson & CO.22,668$290K0.0%-16.2%0.000%
1/31/2023Wedbush Securities Inc.37,844$485K0.0%+10.5%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, 36 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($65.50M), Karpus Management Inc. ($56.33M), Wells Fargo & Company MN ($14.10M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Nations Financial Group Inc. IA ADV ($6.59M), and Saba Capital Management L.P. ($5.66M).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. ($2.89M), Sit Investment Associates Inc. ($1.88M), Wells Fargo & Company MN ($935.73K), Nations Financial Group Inc. IA ADV ($279.27K), Shaker Financial Services LLC ($247.20K), Noble Wealth Management PBC ($193.72K), and Raymond James Financial Inc. ($118.10K).

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

Institutional investors have bought a total of 7,153,688 shares in the last 24 months. This purchase volume represents approximately $88.60M in transactions.

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

Of the 14 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: Equitec Proprietary Markets LLC ($99.04K), Shaker Financial Services LLC ($59.28K), LPL Financial LLC ($26.71K), Nations Financial Group Inc. IA ADV ($21.73K), Twelve Points Wealth Management LLC ($19.56K), Ignite Planners LLC ($18.71K), and Chicago Partners Investment Group LLC ($16.29K).

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

Institutional investors have sold a total of 321,560 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions.


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This page (NYSE:FINS) was last updated on 5/1/2025 by MarketBeat.com Staff
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