Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free FINS Stock Alerts

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

Angel Oak Financial Strategies Income Term Trust logo
$12.60 +0.09 (+0.72%)
As of 10:25 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$46.38M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.38M
Get FINS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Angel Oak Financial Strategies Income Term Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FINS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC231,615$2.97M1.3%-1.6%0.000%
5/18/2026Royal Bank of Canada408,270$5.21M0.0%-0.3%0.000%
5/13/2026Cetera Investment Advisers37,729$481K0.0%-33.5%0.000%
5/13/2026First Trust Advisors LP203,077$2.59M0.0%+8.4%0.000%
5/1/2026Fifth Third Bancorp4,446$57K0.0%N/A0.000%
4/23/2026 Mayflower Financial Advisors LLC18,700$238K0.0%N/A0.000%
4/21/2026 GHP Investment Advisors Inc.2,500$32K0.0%N/A0.000%
4/18/2026 Riverbridge Partners LLC233,477$2.98M0.1%+8.3%0.000%
2/19/2026Invesco Ltd.39,727$525K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers56,747$750K0.0%+12.1%0.000%
2/17/2026Osaic Holdings Inc.71,184$940K0.0%+7.2%0.000%
2/17/2026&PARTNERS51,181$676K0.0%+168.6%0.000%
2/17/2026Royal Bank of Canada409,551$5.41M0.0%+1.8%0.000%
2/13/2026 Kestra Advisory Services LLC4,000$53K0.0%N/A0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.216,513$2.86M1.0%+4.3%0.000%
2/13/2026Stifel Financial Corp418,161$5.52M0.0%+4.3%0.000%
2/13/2026First Trust Advisors LP187,327$2.48M0.0%+6.5%0.000%
2/13/2026Wells Fargo & Company MN1,301,542$17.19M0.0%-9.4%0.000%
2/12/2026Advisors Asset Management Inc.364,071$4.81M0.1%-0.6%0.000%
2/12/2026StoneX Group Inc.15,349$203K0.0%N/A0.000%
2/12/2026 Wedbush Securities Inc.17,980$238K0.0%+11.8%0.000%
2/12/2026Sit Investment Associates Inc.10,285,734$135.88M2.7%+3.2%0.000%
2/11/2026LPL Financial LLC183,115$2.42M0.0%+2.3%0.000%
2/11/2026 Closed End Fund Advisors Inc.121,264$1.60M0.9%N/A0.000%
2/9/2026Summit Asset Management LLC26,000$343K0.0%N/A0.000%
1/29/2026Comerica Bank4,446$59K0.0%-34.6%0.000%
1/29/2026UBS Group AG720,275$9.52M0.0%-9.2%0.000%
1/26/2026 Shaker Financial Services LLC105,239$1.39M0.4%-27.4%0.000%
1/26/2026 Nations Financial Group Inc. IA ADV484,445$6.40M0.3%-5.1%0.000%
1/23/2026Choreo LLC28,746$379K0.0%+5.0%0.000%
1/23/2026Twelve Points Wealth Management LLC71,524$943K0.2%-16.7%0.000%
1/13/2026 Riverbridge Partners LLC215,510$2.85M0.1%+72.7%0.000%
1/5/2026 Noble Wealth Management PBC235,820$3.12M1.6%-4.5%0.000%
11/17/2025Bank of America Corp DE3,010$39K0.0%-72.3%0.000%
11/14/2025Raymond James Financial Inc.94,082$1.23M0.0%+17.5%0.000%
11/13/2025UBS Group AG792,877$10.40M0.0%-16.7%0.000%
11/13/2025First Trust Advisors LP175,967$2.31M0.0%+25.3%0.000%
11/12/2025Choreo LLC27,381$359K0.0%+3.1%0.000%
11/10/2025Dakota Wealth Management77,835$1.02M0.0%-6.7%0.000%
11/6/2025Advisors Asset Management Inc.366,396$4.80M0.1%+4.0%0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
11/5/2025Envestnet Asset Management Inc.323,212$4.24M0.0%+118.8%0.000%
10/31/2025 PFG Investments LLC10,075$132K0.0%N/A0.000%
10/28/2025 Nations Financial Group Inc. IA ADV510,445$6.69M0.4%-1.5%0.000%
10/22/2025 Shaker Financial Services LLC144,976$1.90M0.7%-11.5%0.000%
10/14/2025 Riverbridge Partners LLC124,754$1.64M0.0%+2.5%0.000%
9/26/2025Corient Private Wealth LLC30,000$389K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.67,642$878K0.0%-10.6%0.000%
8/15/2025Corient Private Wealth LLC30,000$389K0.0%N/A0.000%
8/15/2025Bank of America Corp DE10,868$141K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.80,095$1.04M0.0%+36.7%0.000%
8/14/2025Karpus Management Inc.5,531,335$71.80M2.3%+56.2%0.000%
8/13/2025StoneX Group Inc.21,455$278K0.0%-56.1%0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.203,446$2.64M0.9%N/A0.000%
8/13/2025First Trust Advisors LP140,399$1.82M0.0%+63.5%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.5,833$76K0.0%N/A0.000%
8/13/2025Choreo LLC26,565$345K0.0%N/A0.000%
8/12/2025Advisors Asset Management Inc.352,176$4.57M0.1%+39.3%0.000%
8/8/2025Rockefeller Capital Management L.P.17,815$231K0.0%N/A0.000%
8/8/2025Cetera 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%
8/1/2025Envestnet 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%
7/16/2025Dakota 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%


FINS Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 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. ($135.88M), Karpus Management Inc. ($71.80M), Wells Fargo & Company MN ($17.19M), UBS Group AG ($9.52M), Nations Financial Group Inc. IA ADV ($6.40M), Stifel Financial Corp ($5.52M), and Royal Bank of Canada ($5.21M).Learn more on Angel Oak Financial Strategies Income Term Trust's institutional investors.

Of the 43 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: Sit Investment Associates Inc. ($2.34M), Karpus Management Inc. ($1.99M), Wells Fargo & Company MN ($935.73K), Envestnet Asset Management Inc. ($298.91K), Advisors Asset Management Inc. ($264.79K), Thomas J. Herzfeld Advisors Inc. ($212.45K), and Noble Wealth Management PBC ($193.72K).

Institutional investors have bought a total of 3,554,186 shares in the last 24 months. This purchase volume represents approximately $46.38M in transactions.

Of the 14 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: UBS Group AG ($231.91K), Wells Fargo & Company MN ($135.17K), Shaker Financial Services LLC ($58.49K), Nations Financial Group Inc. IA ADV ($33.62K), StoneX Group Inc. ($27.46K), Cetera Investment Advisers ($19.02K), and Noble Wealth Management PBC ($15.07K).

Institutional investors have sold a total of 562,453 shares in the last 24 months. This volume of shares sold represents approximately $7.38M in transactions.


Related Companies

This page (NYSE:FINS) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel