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

Angel Oak Financial Strategies Income Term Trust logo
$12.88 +0.07 (+0.51%)
Closing price 03:58 PM Eastern
Extended Trading
$12.92 +0.03 (+0.23%)
As of 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)
34
Total
Institutional Inflows
(last 12 months)
$50.11M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$7.32M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers37,729$481K0.0%-33.5%0.000%
5/13/2026 First Trust Advisors LP203,077$2.59M0.0%+8.4%0.000%
5/1/2026 Fifth 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%
2/19/2026 Invesco Ltd.39,727$525K0.0%N/A0.000%
2/17/2026 Cetera 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%
2/13/2026 Thomas J. Herzfeld Advisors Inc.216,513$2.86M1.0%+4.3%0.000%
2/13/2026 Stifel Financial Corp418,161$5.52M0.0%+4.3%0.000%
2/13/2026 First Trust Advisors LP187,327$2.48M0.0%+6.5%0.000%
2/13/2026 Wells 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%
2/12/2026 Sit Investment Associates Inc.10,285,734$135.88M2.7%+3.2%0.000%
2/11/2026 LPL 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%
2/9/2026 Summit Asset Management LLC26,000$343K0.0%N/A0.000%
1/29/2026Comerica Bank4,446$59K0.0%-34.6%0.000%
1/29/2026 UBS 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%
1/23/2026 Choreo LLC28,746$379K0.0%+5.0%0.000%
1/23/2026 Twelve 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%
11/13/2025 UBS Group AG792,877$10.40M0.0%-16.7%0.000%
11/13/2025 First Trust Advisors LP175,967$2.31M0.0%+25.3%0.000%
11/12/2025 Choreo LLC27,381$359K0.0%+3.1%0.000%
11/10/2025 Dakota 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%
11/5/2025 Envestnet Asset Management Inc.323,212$4.24M0.0%+118.8%0.000%
10/31/2025 PFG Investments LLC10,075$132K0.0%N/A0.000%
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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%
8/13/2025 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%
8/12/2025Advisors 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%
8/8/2025 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%
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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%


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 ($5.41M).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. ($2.27M), 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 3,834,993 shares in the last 24 months. This purchase volume represents approximately $50.11M in transactions.

Of the 13 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 Twelve Points Wealth Management LLC ($14.29K).

Institutional investors have sold a total of 557,317 shares in the last 24 months. This volume of shares sold represents approximately $7.32M in transactions.


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This page (NYSE:FINS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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