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

Angel Oak Financial Strategies Income Term Trust logo
$12.82 -0.07 (-0.50%)
Closing price 06/13/2025 03:58 PM Eastern
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$12.82 0.00 (0.00%)
As of 06/13/2025 04:04 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)
24
Total
Institutional Inflows
(last 12 months)
$51.08M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.58M
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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
5/16/2025 Advisors Asset Management Inc.252,748$3.41M0.1%+148.8%0.000%
5/15/2025 Royal Bank of Canada288,945$3.90M0.0%+2.9%0.000%
5/14/2025 Comerica Bank7,365$99K0.0%-62.4%0.000%
5/13/2025 Nations Financial Group Inc. IA ADV511,062$6.89M0.5%-1.5%0.000%
5/13/2025 Sit Investment Associates Inc.5,301,917$71.47M1.7%+2.8%0.000%
5/9/2025 Chicago Partners Investment Group LLC10,138$134K0.0%-91.0%0.000%
5/9/2025 Shaker Financial Services LLC133,384$1.80M0.7%-13.8%0.000%
5/7/2025 LPL Financial LLC134,685$1.82M0.0%+1.4%0.000%
5/6/2025 Cetera Investment Advisers35,459$478K0.0%+54.4%0.000%
5/6/2025 Wedbush Securities Inc.16,586$224K0.0%-6.6%0.000%
4/30/2025 Twelve 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%
2/14/2025 Comerica Bank19,612$249K0.0%+160.9%0.000%
2/14/2025 Stifel Financial Corp293,440$3.73M0.0%+14.9%0.000%
2/14/2025 Shaker Financial Services LLC154,668$1.96M0.8%+56.5%0.000%
2/14/2025 First Trust Advisors LP71,436$907K0.0%+14.7%0.000%
2/13/2025 Raymond 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%
2/13/2025 Wedbush Securities Inc.17,759$226K0.0%+12.0%0.000%
2/13/2025 Sit Investment Associates Inc.5,157,564$65.50M1.5%+57.2%0.000%
2/13/2025 Wells Fargo & Company MN1,110,241$14.10M0.0%+536.2%0.000%
2/12/2025 StoneX Group Inc.47,013$597K0.0%N/A0.000%
2/11/2025 Mountain Hill Investment Partners Corp.2,500$32K0.0%N/A0.000%
2/11/2025 LPL Financial LLC132,850$1.69M0.0%+1.0%0.000%
2/6/2025 Raymond James Financial Inc.59,050$750K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC190,665$2.42M1.7%N/A0.000%
1/30/2025 Nations 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%
1/23/2025 Twelve 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%
11/15/2024 Stifel Financial Corp255,413$3.38M0.0%+10.8%0.000%
11/15/2024 HighTower Advisors LLC30,919$405K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.12,800$169K0.0%-21.5%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV540,794$7.15M0.5%+5.0%0.000%
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10/31/2024 Shaker Financial Services LLC98,803$1.31M0.5%+17.5%0.000%
10/8/2024 Ignite Planners LLC11,268$149K0.0%-9.3%0.000%
8/7/2024 Wedbush Securities Inc.20,015$248K0.0%-37.5%0.000%
8/3/2024 Shaker Financial Services LLC84,071$1.04M0.4%N/A0.000%
7/29/2024 Nations Financial Group Inc. IA ADV514,834$6.37M0.5%+2.8%0.000%
7/22/2024 Dakota Wealth Management62,600$774K0.0%+1.3%0.000%
5/14/2024 Karpus Management Inc.4,509,636$56.33M1.6%+6.8%0.000%
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%
3/5/2024 Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
2/13/2024 Karpus Management Inc.4,223,725$50.31M1.5%+18.2%0.000%
2/12/2024 Weiss 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%
2/9/2024 D.A. Davidson & CO.18,800$224K0.0%+43.1%0.000%
2/9/2024 UBS Group AG822,005$9.79M0.0%-1.9%0.000%
2/7/2024 Shaker Financial Services LLC33,246$396K0.2%+231.8%0.000%
2/6/2024 Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
1/30/2024 SFI Advisors LLC43,951$523K0.4%+7.2%0.000%
1/29/2024 Equitec Proprietary Markets LLC145,559$1.73M1.3%-30.7%0.000%
1/16/2024Raymond 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%
11/14/2023 Saba Capital Management L.P.469,649$5.66M0.1%+5.5%0.000%
11/9/2023 Karpus Management Inc.3,574,532$43.04M1.4%+7.7%0.000%
11/9/2023 UBS Group AG837,815$10.09M0.0%+2.2%0.000%
11/8/2023 HighTower Advisors LLC24,293$294K0.0%+120.8%0.000%
11/7/2023 Atlas Wealth LLC815,921$9.82M1.8%+7.1%0.000%
11/2/2023 Shaker Financial Services LLC10,021$121K0.1%-85.5%0.000%
10/30/2023 SFI Advisors LLC41,010$494K0.5%+38.7%0.000%
10/24/2023Raymond 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%
8/18/2023 SFI Advisors LLC29,569$349K0.3%+34.1%0.000%
8/11/2023 Karpus Management Inc.3,320,472$39.22M1.2%+49.1%0.000%
8/11/2023 Landscape 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%
8/8/2023 Chicago Partners Investment Group LLC112,160$1.32M0.1%-12.7%0.000%
8/7/2023 Shaker Financial Services LLC69,302$818K0.4%+38.9%0.000%
7/31/2023 LPL Financial LLC163,660$1.93M0.0%-14.0%0.000%
7/31/2023 Dakota Wealth Management42,400$501K0.0%+17.9%0.000%
7/25/2023Raymond 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%
5/11/2023 Karpus Management Inc.2,227,657$27.47M0.9%+37.4%0.000%
5/10/2023 Landscape Capital Management L.L.C.21,911$270K0.0%+6.9%0.000%
5/10/2023 Weiss Asset Management LP10,351$128K0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC716,140$8.83M1.7%-0.3%0.000%
5/8/2023 Shaker Financial Services LLC49,910$615K0.3%N/A0.000%
5/3/2023 Corrado Advisors LLC60,744$749K0.5%-4.5%0.000%
4/25/2023 D.A. Davidson & CO.15,075$186K0.0%-33.5%0.000%
Will I be blacklisted? (Ad)

The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
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%
4/14/2023Raymond James & Associates116,965$1.44M0.0%-9.6%0.000%
2/14/2023 Atlas Wealth LLC718,643$9.21M2.5%N/A0.000%
2/13/2023 Pekin Hardy Strauss Inc.12,952$166K0.0%-33.7%0.000%
2/10/2023 City of London Investment Management Co. Ltd.158,756$2.03M0.2%-7.3%0.000%
2/10/2023 Sit Investment Associates Inc.617,536$7.91M0.2%-49.8%0.000%
2/9/2023 Landscape Capital Management L.L.C.20,499$263K0.0%-12.6%0.000%
2/9/2023 Elequin Securities LLC4,209$54K0.0%N/A0.000%
(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 Sit Investment Associates Inc. ($71.47M), 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 ($6.89M), 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 33 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. ($2.28M), Sit Investment Associates Inc. ($2.02M), Wells Fargo & Company MN ($935.73K), Nations Financial Group Inc. IA ADV ($227.52K), Shaker Financial Services LLC ($197.29K), Noble Wealth Management PBC ($193.72K), and Advisors Asset Management Inc. ($151.14K).

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

Institutional investors have bought a total of 6,752,445 shares in the last 24 months. This purchase volume represents approximately $84.02M in transactions.

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

Of the 13 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: Chicago Partners Investment Group LLC ($119.16K), Equitec Proprietary Markets LLC ($99.04K), Shaker Financial Services LLC ($80.57K), Nations Financial Group Inc. IA ADV ($29.73K), LPL Financial LLC ($26.71K), Twelve Points Wealth Management LLC ($19.56K), and Ignite Planners LLC ($18.71K).

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

Institutional investors have sold a total of 461,754 shares in the last 24 months. This volume of shares sold represents approximately $5.80M in transactions.


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This page (NYSE:FINS) was last updated on 6/14/2025 by MarketBeat.com Staff
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