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Angel Oak UltraShort Income ETF (UYLD) Institutional Ownership

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$51.03
+0.01 (+0.02%)
(As of 04/26/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Angel Oak UltraShort Income ETF (NYSEARCA:UYLD)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$302.73M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$7.75M
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UYLD Institutional Buying and Selling by Quarter

Angel Oak UltraShort Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Sage Mountain Advisors LLC72,451$3.69M0.4%+220.6%0.947%
4/18/2024 Requisite Capital Management LLC130,116$6.65M1.4%+0.9%1.701%
4/18/2024 Congress Wealth Management LLC DE 87,706$4.46M0.1%+45.4%1.146%
4/16/2024 Wealth Enhancement Advisory Services LLC4,772,916$242.82M0.6%N/A62.391%
4/12/2024 Mechanics Bank Trust Department59,950$3.05M0.4%+243.6%3.406%
4/9/2024 Richard P Slaughter Associates Inc5,261$268K0.1%N/A0.299%
2/9/2024 Congress Wealth Management LLC DE 60,306$3.05M0.1%+30.5%3.426%
2/7/2024Gratus Capital LLC998,757$50.52M2.8%-11.3%56.748%
2/6/2024Benjamin F. Edwards & Company Inc.60,086$3.04M0.1%N/A3.414%
2/6/2024Benjamin Edwards Inc.1,482$75K0.0%N/A0.084%
2/5/2024Islay Capital Management LLC17,500$885K0.7%+75.0%0.994%
2/1/2024 Sage Mountain Advisors LLC22,600$1.14M0.1%N/A1.284%
1/30/2024Crescent Grove Advisors LLC8,037$409K0.0%-21.7%0.457%
1/23/2024Lewis Asset Management LLC41,673$2.11M1.9%N/A2.368%
1/23/2024 Requisite Capital Management LLC128,970$6.57M1.7%+186.7%7.328%
1/22/2024Secure Asset Management LLC27,550$1.39M0.4%N/A1.565%
1/11/2024 Mechanics Bank Trust Department17,450$883K0.1%N/A0.991%
11/16/2023Camarda Financial Advisors LLC36,511$1.85M1.2%N/A2.074%
10/30/2023 Congress Wealth Management LLC DE46,227$2.34M0.0%+24.8%2.627%
10/26/2023Gratus Capital LLC1,126,253$57.05M3.9%-0.4%63.992%
10/25/2023Crescent Grove Advisors LLC10,267$520K0.1%-64.1%0.583%
10/23/2023Sentinel Pension Advisors Inc.24,183$1.23M0.3%+19.4%1.374%
10/12/2023IFP Advisors Inc1,332$67K0.0%+11,000.0%0.076%
8/7/2023Islay Capital Management LLC10,000$504K0.4%N/A0.568%
8/3/2023Gratus Capital LLC1,130,999$57.04M3.9%+120.1%64.261%
7/31/2023 Requisite Capital Management LLC44,977$2.27M0.6%N/A4.498%
7/26/2023Janney Montgomery Scott LLC15,603$787K0.0%N/A1.560%
7/18/2023Sentinel Pension Advisors Inc.20,258$1.02M0.2%N/A2.026%
7/13/2023Crescent Grove Advisors LLC28,617$1.44M0.2%+2.4%2.862%
7/13/2023 Congress Wealth Management LLC DE37,055$1.87M0.0%+173.3%3.706%
5/3/2023Crescent Grove Advisors LLC27,947$1.42M0.2%-0.9%2.852%
4/20/2023Gratus Capital LLC513,814$26.01M2.0%+3.0%52.430%
4/14/2023 Congress Wealth Management LLC DE13,557$686K0.0%+43.2%1.474%
2/2/2023 Congress Wealth Management LLC DE9,470$475K0.0%N/A1.052%
1/27/2023Gratus Capital LLC498,993$25.05M2.1%N/A55.444%
(Data available from 1/1/2016 forward)

UYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYLD shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Angel Oak UltraShort Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($242.82M), Gratus Capital LLC ($50.52M), Requisite Capital Management LLC ($6.65M), Congress Wealth Management LLC DE ($4.46M), Sage Mountain Advisors LLC ($3.69M), Mechanics Bank Trust Department ($3.05M), and Benjamin F. Edwards & Company Inc. ($3.04M).Learn more on UYLD's institutional investors.

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

Of the 17 institutional investors that purchased Angel Oak UltraShort Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($4.77M), Gratus Capital LLC ($1.13M), Requisite Capital Management LLC ($130.12K), Congress Wealth Management LLC DE ($87.71K), Sage Mountain Advisors LLC ($72.45K), Benjamin F. Edwards & Company Inc. ($60.09K), and Mechanics Bank Trust Department ($59.95K).

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

Institutional investors have bought a total of 6,485,977 shares in the last 24 months. This purchase volume represents approximately $329.22M in transactions.

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

The following institutional investors have sold Angel Oak UltraShort Income ETF stock in the last 24 months: Gratus Capital LLC ($132.24K), and Crescent Grove Advisors LLC ($20.84K).

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

Institutional investors have sold a total of 153,082 shares in the last 24 months. This volume of shares sold represents approximately $7.75M in transactions.


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This page (NYSEARCA:UYLD) was last updated on 4/29/2024 by MarketBeat.com Staff

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