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

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$12.33

+0.04 (+0.33%)

(As of 04/18/2024 ET)

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Number of Institutional Buyers (last 12 months): 23
Total Institutional Inflows (last 12 months): $42.53M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $3.89M

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FINS Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/12/2024	Ignite Planners LLC	11,716	$146K	0.0%	-44.6%	0.000%
3/5/2024	Fisher Asset Management LLC	18,481	$220K	0.0%	N/A	0.000%
2/15/2024	Comerica Bank	7,375	$88K	0.0%	-56.9%	0.000%
2/14/2024	Royal Bank of Canada	229,628	$2.73M	0.0%	+6.3%	0.000%
2/13/2024	Envestnet Asset Management Inc.	10,615	$126K	0.0%	N/A	0.000%
2/13/2024	Karpus Management Inc.	4,223,725	$50.31M	1.5%	+18.2%	0.000%
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2/13/2024	First Trust Advisors LP	28,929	$345K	0.0%	+25.3%	0.000%
2/12/2024	Weiss Asset Management LP	27,858	$332K	0.0%	N/A	0.000%
2/12/2024	Stifel Financial Corp	219,259	$2.61M	0.0%	+85.7%	0.000%
2/9/2024	Nations Financial Group Inc. IA ADV	449,442	$5.35M	0.5%	+43.5%	0.000%
2/9/2024	D.A. Davidson & CO.	18,800	$224K	0.0%	+43.1%	0.000%
2/9/2024	UBS Group AG	822,005	$9.79M	0.0%	-1.9%	0.000%
2/7/2024	Shaker Financial Services LLC	33,246	$396K	0.2%	+231.8%	0.000%
2/6/2024	Fisher Asset Management LLC	18,481	$220K	0.0%	N/A	0.000%
1/30/2024	SFI Advisors LLC	43,951	$523K	0.4%	+7.2%	0.000%
1/29/2024	Equitec Proprietary Markets LLC	145,559	$1.73M	1.3%	-30.7%	0.000%
1/16/2024	Raymond James & Associates	101,927	$1.21M	0.0%	-4.6%	0.000%
1/12/2024	Twelve Points Wealth Management LLC	98,885	$1.18M	0.6%	-8.6%	0.000%
1/9/2024	Ignite Planners LLC	21,164	$252K	0.1%	-27.7%	0.000%
11/21/2023	Comerica Bank	17,111	$206K	0.0%	N/A	0.000%
11/16/2023	Morgan Stanley	2,271,120	$27.34M	0.0%	+0.4%	0.000%
11/15/2023	Royal Bank of Canada	215,950	$2.60M	0.0%	+4.6%	0.000%
11/14/2023	Saba Capital Management L.P.	469,649	$5.66M	0.1%	+5.5%	0.000%
11/13/2023	Stifel Financial Corp	118,058	$1.42M	0.0%	+7.6%	0.000%
11/13/2023	LPL Financial LLC	150,972	$1.82M	0.0%	-7.8%	0.000%
11/9/2023	Karpus Management Inc.	3,574,532	$43.04M	1.4%	+7.7%	0.000%
11/9/2023	UBS Group AG	837,815	$10.09M	0.0%	+2.2%	0.000%
11/8/2023	HighTower Advisors LLC	24,293	$294K	0.0%	+120.8%	0.000%
11/7/2023	Atlas Wealth LLC	815,921	$9.82M	1.8%	+7.1%	0.000%
11/2/2023	Shaker Financial Services LLC	10,021	$121K	0.1%	-85.5%	0.000%
10/30/2023	SFI Advisors LLC	41,010	$494K	0.5%	+38.7%	0.000%
10/24/2023	Raymond James & Associates	106,872	$1.29M	0.0%	-6.8%	0.000%
10/24/2023	Dakota Wealth Management	46,925	$565K	0.0%	+10.7%	0.000%
10/11/2023	Ignite Planners LLC	29,268	$349K	0.1%	N/A	0.000%
8/18/2023	SFI Advisors LLC	29,569	$349K	0.3%	+34.1%	0.000%
8/15/2023	Wells Fargo & Company MN	311,985	$3.69M	0.0%	+22.6%	0.000%
8/15/2023	Royal Bank of Canada	206,361	$2.44M	0.0%	-2.0%	0.000%
8/15/2023	Stifel Financial Corp	109,733	$1.30M	0.0%	-3.1%	0.000%
8/15/2023	Citadel Advisors LLC	25,115	$297K	0.0%	N/A	0.000%
8/11/2023	Karpus Management Inc.	3,320,472	$39.22M	1.2%	+49.1%	0.000%
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8/11/2023	Landscape Capital Management L.L.C.	15,341	$181K	0.0%	-30.0%	0.000%
8/11/2023	Guggenheim Capital LLC	19,951	$236K	0.0%	-58.5%	0.000%
8/11/2023	D.A. Davidson & CO.	13,133	$155K	0.0%	-12.9%	0.000%
8/10/2023	Osaic Holdings Inc.	60,358	$715K	0.0%	-1.4%	0.000%
8/8/2023	Chicago Partners Investment Group LLC	112,160	$1.32M	0.1%	-12.7%	0.000%
8/7/2023	Shaker Financial Services LLC	69,302	$818K	0.4%	+38.9%	0.000%
7/31/2023	LPL Financial LLC	163,660	$1.93M	0.0%	-14.0%	0.000%
7/31/2023	Dakota Wealth Management	42,400	$501K	0.0%	+17.9%	0.000%
7/25/2023	Raymond James & Associates	114,639	$1.35M	0.0%	-2.0%	0.000%
5/16/2023	Thomas J. Herzfeld Advisors Inc.	218,277	$2.69M	1.0%	+41.3%	0.000%
5/16/2023	Susquehanna International Group LLP	17,522	$216K	0.0%	-21.7%	0.000%
5/15/2023	SFI Advisors LLC	22,043	$272K	0.3%	+53.9%	0.000%
5/15/2023	Nations Financial Group Inc. IA ADV	272,865	$3.36M	0.4%	+23.4%	0.000%
5/12/2023	Stifel Financial Corp	113,258	$1.40M	0.0%	+17.0%	0.000%
5/12/2023	UBS Group AG	926,322	$11.42M	0.0%	+6.4%	0.000%
5/11/2023	Karpus Management Inc.	2,227,657	$27.47M	0.9%	+37.4%	0.000%
5/11/2023	Envestnet Asset Management Inc.	93,116	$1.15M	0.0%	+7.7%	0.000%
5/10/2023	Landscape Capital Management L.L.C.	21,911	$270K	0.0%	+6.9%	0.000%
5/10/2023	Weiss Asset Management LP	10,351	$128K	0.0%	N/A	0.000%
5/10/2023	LPL Financial LLC	190,374	$2.35M	0.0%	-7.2%	0.000%
5/9/2023	Atlas Wealth LLC	716,140	$8.83M	1.7%	-0.3%	0.000%
5/8/2023	Shaker Financial Services LLC	49,910	$615K	0.3%	N/A	0.000%
5/3/2023	Corrado Advisors LLC	60,744	$749K	0.5%	-4.5%	0.000%
4/25/2023	D.A. Davidson & CO.	15,075	$186K	0.0%	-33.5%	0.000%
4/18/2023	Twelve Points Wealth Management LLC	109,586	$1.35M	0.8%	-1.5%	0.000%
4/18/2023	Claybrook Capital LLC	13,455	$166K	0.1%	+20.1%	0.000%
4/14/2023	Dakota Wealth Management	35,950	$443K	0.0%	+4.2%	0.000%
4/14/2023	Raymond James & Associates	116,965	$1.44M	0.0%	-9.6%	0.000%
3/6/2023	Rockefeller Capital Management L.P.	13,334	$170K	0.0%	-29.2%	0.000%
2/15/2023	Jane Street Group LLC	28,605	$366K	0.0%	N/A	0.000%
2/15/2023	Morgan Stanley	2,178,211	$27.90M	0.0%	+1.6%	0.000%
2/14/2023	Susquehanna International Group LLP	22,364	$286K	0.0%	N/A	0.000%
2/14/2023	Atlas Wealth LLC	718,643	$9.21M	2.5%	N/A	0.000%
2/13/2023	Pekin Hardy Strauss Inc.	12,952	$166K	0.0%	-33.7%	0.000%
2/13/2023	Wells Fargo & Company MN	253,928	$3.25M	0.0%	-17.4%	0.000%
2/10/2023	City of London Investment Management Co. Ltd.	158,756	$2.03M	0.2%	-7.3%	0.000%
2/10/2023	Bank of America Corp DE	2,500	$32K	0.0%	-88.0%	0.000%
2/10/2023	Advisor Group Holdings Inc.	65,576	$840K	0.0%	-21.0%	0.000%
2/10/2023	Sit Investment Associates Inc.	617,536	$7.91M	0.2%	-49.8%	0.000%
2/9/2023	Landscape Capital Management L.L.C.	20,499	$263K	0.0%	-12.6%	0.000%
2/9/2023	Elequin Securities LLC	4,209	$54K	0.0%	N/A	0.000%
2/9/2023	HighTower Advisors LLC	33,961	$431K	0.0%	N/A	0.000%
2/8/2023	Raymond James & Associates	129,325	$1.66M	0.0%	-66.2%	0.000%
2/8/2023	UBS Group AG	870,875	$11.16M	0.0%	-18.6%	0.000%
2/8/2023	Dakota Wealth Management	34,500	$442K	0.0%	N/A	0.000%
2/7/2023	Nations Financial Group Inc. IA ADV	221,110	$2.83M	0.3%	+26.1%	0.000%
2/7/2023	LPL Financial LLC	205,218	$2.63M	0.0%	-2.1%	0.000%
2/7/2023	Envestnet Asset Management Inc.	86,445	$1.11M	0.0%	+75.2%	0.000%
2/6/2023	Marks Group Wealth Management Inc	77,501	$993K	0.1%	+6.0%	0.000%
2/3/2023	D.A. Davidson & CO.	22,668	$290K	0.0%	-16.2%	0.000%
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1/31/2023	Wedbush Securities Inc.	37,844	$485K	0.0%	+10.5%	0.000%
1/26/2023	GraniteShares Advisors LLC	174,413	$2.23M	1.8%	+0.5%	0.000%
1/24/2023	Matisse Capital	80,000	$1.03M	0.9%	+8.7%	0.000%
1/20/2023	Matisse Capital	80,000	$1.03M	1.0%	+8.7%	0.000%
11/16/2022	Saba Capital Management L.P.	112,395	$1.51M	0.0%	+19.5%	0.000%
11/15/2022	First Trust Advisors LP	20,049	$269K	0.0%	N/A	0.000%
11/14/2022	Royal Bank of Canada	217,219	$2.91M	0.0%	-2.7%	0.000%
11/14/2022	Guggenheim Capital LLC	50,669	$679K	0.0%	N/A	0.000%
11/14/2022	Nations Financial Group Inc. IA ADV	175,310	$2.35M	0.3%	+136.9%	0.000%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	219,172	$2.94M	1.3%	-16.8%	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, 52 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), Morgan Stanley ($27.34M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Sit Investment Associates Inc. ($7.91M), Saba Capital Management L.P. ($5.66M), and Nations Financial Group Inc. IA ADV ($5.35M).Learn more on FINS's institutional investors.
Which institutional investors have been buying Angel Oak Financial Strategies Income Term Trust stock?: Of the 43 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 ($389.03K), UBS Group AG ($272.42K), Equitec Proprietary Markets LLC ($200K), Shaker Financial Services LLC ($139.18K), and Stifel Financial Corp ($126.00K).
How much institutional buying is happening at Angel Oak Financial Strategies Income Term Trust?: Institutional investors have bought a total of 5,499,406 shares in the last 24 months. This purchase volume represents approximately $69.03M in transactions.

Which Angel Oak Financial Strategies Income Term Trust major shareholders have been selling company stock?: Of the 31 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 ($291.51K), City of London Investment Management Co. Ltd. ($290.15K), Royal Bank of Canada ($91.95K), Equitec Proprietary Markets LLC ($65.88K), and D.A. Davidson & CO. ($62.91K).
How much institutional selling is happening at Angel Oak Financial Strategies Income Term Trust?: Institutional investors have sold a total of 2,197,285 shares in the last 24 months. This volume of shares sold represents approximately $28.96M in transactions.

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This page (NYSE:FINS) was last updated on 4/19/2024 by MarketBeat.com Staff

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

FINS Institutional Buying and Selling by Quarter

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

FINS Institutional Ownership - Frequently Asked Questions

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

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

FINS Institutional Buying and Selling by Quarter

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

FINS Institutional Ownership - Frequently Asked Questions