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Angel Oak Income ETF (CARY) Institutional Ownership

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$20.37
+0.05 (+0.25%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Angel Oak Income ETF (NYSEARCA:CARY)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$122.42M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$12.81M
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CARY Institutional Buying and Selling by Quarter

Angel Oak Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Precision Wealth Strategies LLC189,990$3.90M3.7%N/A2.050%
4/30/2024 Hartline Investment Corp13,982$287K0.1%N/A0.151%
4/30/2024 Arkadios Wealth Advisors1,537,038$31.57M2.4%+9.2%16.581%
4/29/2024 Benjamin Edwards Inc.13,159$270K0.1%N/A0.142%
4/29/2024 Crescent Grove Advisors LLC397,537$8.21M0.9%+22.5%4.288%
4/22/2024 MBL Wealth LLC408,413$8.39M1.0%+74.7%4.406%
4/18/2024 Congress Wealth Management LLC DE 753,129$15.47M0.3%+3.3%8.124%
4/16/2024 Bridge Advisory LLC13,469$277K0.1%-74.2%0.691%
4/16/2024 Advocacy Wealth Management Services LLC1,871,709$38.45M3.3%N/A95.985%
2/29/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
2/12/2024Stifel Financial Corp349,686$7.16M0.0%N/A17.933%
2/9/2024 Congress Wealth Management LLC DE 728,996$14.92M0.3%+237.2%37.384%
2/8/2024Tortoise Investment Management LLC14,098$289K0.0%N/A0.723%
2/6/2024Axxcess Wealth Management LLC379,163$7.76M0.2%+322.7%19.444%
1/30/2024 Crescent Grove Advisors LLC324,615$6.68M0.7%-17.5%16.647%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,586$237K0.0%N/A0.594%
1/24/2024 Arkadios Wealth Advisors1,407,821$28.80M2.4%+36.8%72.196%
1/18/2024 MBL Wealth LLC233,766$4.78M0.6%N/A11.988%
1/17/2024 Bridge Advisory LLC52,183$1.07M0.5%-90.6%2.676%
1/16/2024 Raymond James & Associates18,742$383K0.0%N/A0.961%
1/8/2024 Channel Wealth LLC436,357$8.93M4.2%+47.8%22.377%
11/15/2023Axxcess Wealth Management LLC89,703$1.80M0.1%N/A4.600%
11/13/2023 Wright Fund Management LLC23,284$468K0.0%N/A1.194%
10/30/2023 Congress Wealth Management LLC DE216,209$4.35M0.1%+6.5%11.088%
10/25/2023 Crescent Grove Advisors LLC393,436$7.91M1.0%-4.5%20.176%
10/24/2023 Channel Wealth LLC295,183$5.93M3.3%+160.1%15.138%
10/20/2023 Bridge Advisory LLC552,240$11.10M3.8%+2.4%28.320%
10/13/2023 Arkadios Wealth Advisors1,029,118$20.69M2.0%N/A52.775%
7/26/2023 Channel Wealth LLC113,483$2.29M1.3%+73.6%6.878%
7/17/2023 Bridge Advisory LLC539,272$10.86M4.0%+1.8%32.683%
7/13/2023 Crescent Grove Advisors LLC412,048$8.30M0.9%+23.4%24.973%
7/13/2023 Congress Wealth Management LLC DE202,951$4.09M0.1%+42.7%12.300%
5/3/2023 Crescent Grove Advisors LLC333,787$6.76M0.8%-2.7%20.862%
4/27/2023 Channel Wealth LLC65,377$1.33M0.9%N/A4.086%
4/14/2023 Congress Wealth Management LLC DE142,263$2.88M0.1%-0.5%8.891%
4/14/2023 Bridge Advisory LLC529,846$10.74M4.1%-1.0%33.115%
2/2/2023 Congress Wealth Management LLC DE142,979$2.87M0.1%N/A8.936%
1/17/2023 Bridge Advisory LLC535,305$10.75M4.5%N/A33.457%
(Data available from 1/1/2016 forward)

CARY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CARY shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Angel Oak Income ETF. The most heavily invested institutionals were Advocacy Wealth Management Services LLC ($38.45M), Arkadios Wealth Advisors ($31.57M), Congress Wealth Management LLC DE ($15.47M), Channel Wealth LLC ($8.93M), MBL Wealth LLC ($8.39M), Crescent Grove Advisors LLC ($8.21M), and Axxcess Wealth Management LLC ($7.76M).Learn more on CARY's institutional investors.

Which institutional investors have been buying Angel Oak Income ETF stock?

Of the 16 institutional investors that purchased Angel Oak Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advocacy Wealth Management Services LLC ($1.87M), Arkadios Wealth Advisors ($1.54M), Congress Wealth Management LLC DE ($753.85K), Bridge Advisory LLC ($557.70K), Channel Wealth LLC ($436.36K), MBL Wealth LLC ($408.41K), and Axxcess Wealth Management LLC ($379.16K).

How much institutional buying is happening at Angel Oak Income ETF?

Institutional investors have bought a total of 6,744,032 shares in the last 24 months. This purchase volume represents approximately $137.36M in transactions.

Which Angel Oak Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Angel Oak Income ETF stock in the last 24 months: Bridge Advisory LLC ($544.23K), Crescent Grove Advisors LLC ($96.58K), and Congress Wealth Management LLC DE ($716.00).

How much institutional selling is happening at Angel Oak Income ETF?

Institutional investors have sold a total of 641,522 shares in the last 24 months. This volume of shares sold represents approximately $13.12M in transactions.


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This page (NYSEARCA:CARY) was last updated on 5/5/2024 by MarketBeat.com Staff

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