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

Angel Oak Financial Strategies Income Term Trust logo
$13.40 +0.04 (+0.30%)
As of 02/21/2025 04:00 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)
23
Total
Institutional Inflows
(last 12 months)
$50.33M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.15M
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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
2/17/2025Jefferies Financial Group Inc.25,000$318K0.0%N/A0.000%
2/14/2025 Comerica Bank19,612$249K0.0%+160.9%0.000%
2/14/2025 Stifel Financial Corp293,440$3.73M0.0%+14.9%0.000%
2/14/2025 Shaker Financial Services LLC154,668$1.96M0.8%+56.5%0.000%
2/14/2025 First Trust Advisors LP71,436$907K0.0%+14.7%0.000%
2/13/2025 Raymond James Financial Inc.59,050$750K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.25,466$323K0.0%+4.8%0.000%
2/13/2025 Wedbush Securities Inc.17,759$226K0.0%+12.0%0.000%
2/13/2025 Sit Investment Associates Inc.5,157,564$65.50M1.5%+57.2%0.000%
2/13/2025 Wells Fargo & Company MN1,110,241$14.10M0.0%+536.2%0.000%
2/12/2025 StoneX Group Inc.47,013$597K0.0%N/A0.000%
2/11/2025 Mountain Hill Investment Partners Corp.2,500$32K0.0%N/A0.000%
2/11/2025 LPL Financial LLC132,850$1.69M0.0%+1.0%0.000%
2/6/2025 Raymond James Financial Inc.59,050$750K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC190,665$2.42M1.7%N/A0.000%
1/30/2025 Nations Financial Group Inc. IA ADV519,062$6.59M0.5%-4.0%0.000%
1/24/2025 Catalina Capital Group LLC16,052$204K0.1%N/A0.000%
1/23/2025 Twelve Points Wealth Management LLC87,401$1.11M0.3%-9.7%0.000%
1/17/2025 Riverbridge Partners LLC106,333$1.35M0.0%+41.8%0.000%
1/17/2025 Transform Wealth LLC42,800$544K0.0%N/A0.000%
1/8/2025 Worth Asset Management LLC10,964$139K0.1%N/A0.000%
11/15/2024 Stifel Financial Corp255,413$3.38M0.0%+10.8%0.000%
11/15/2024 HighTower Advisors LLC30,919$405K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.12,800$169K0.0%-21.5%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV540,794$7.15M0.5%+5.0%0.000%
10/31/2024 Shaker Financial Services LLC98,803$1.31M0.5%+17.5%0.000%
10/8/2024 Ignite Planners LLC11,268$149K0.0%-9.3%0.000%
8/7/2024 Wedbush Securities Inc.20,015$248K0.0%-37.5%0.000%
8/3/2024 Shaker Financial Services LLC84,071$1.04M0.4%N/A0.000%
7/29/2024 Nations Financial Group Inc. IA ADV514,834$6.37M0.5%+2.8%0.000%
7/22/2024 Dakota Wealth Management62,600$774K0.0%+1.3%0.000%
5/14/2024 Karpus Management Inc.4,509,636$56.33M1.6%+6.8%0.000%
4/26/2024 Equitec Proprietary Markets LLC111,001$1.39M0.8%-23.7%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV500,795$6.26M0.5%+11.4%0.000%
4/12/2024 Ignite Planners LLC11,716$146K0.0%-44.6%0.000%
3/5/2024 Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
2/13/2024 Karpus Management Inc.4,223,725$50.31M1.5%+18.2%0.000%
2/12/2024 Weiss Asset Management LP27,858$332K0.0%N/A0.000%
2/9/2024 Nations Financial Group Inc. IA ADV449,442$5.35M0.5%+43.5%0.000%
2/9/2024 D.A. Davidson & CO.18,800$224K0.0%+43.1%0.000%
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2/9/2024 UBS Group AG822,005$9.79M0.0%-1.9%0.000%
2/7/2024 Shaker Financial Services LLC33,246$396K0.2%+231.8%0.000%
2/6/2024 Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
1/30/2024 SFI Advisors LLC43,951$523K0.4%+7.2%0.000%
1/29/2024 Equitec Proprietary Markets LLC145,559$1.73M1.3%-30.7%0.000%
1/16/2024Raymond James & Associates101,927$1.21M0.0%-4.6%0.000%
1/12/2024 Twelve Points Wealth Management LLC98,885$1.18M0.6%-8.6%0.000%
1/9/2024 Ignite Planners LLC21,164$252K0.1%-27.7%0.000%
11/14/2023 Saba Capital Management L.P.469,649$5.66M0.1%+5.5%0.000%
11/9/2023 Karpus Management Inc.3,574,532$43.04M1.4%+7.7%0.000%
11/9/2023 UBS Group AG837,815$10.09M0.0%+2.2%0.000%
11/8/2023 HighTower Advisors LLC24,293$294K0.0%+120.8%0.000%
11/7/2023 Atlas Wealth LLC815,921$9.82M1.8%+7.1%0.000%
11/2/2023 Shaker Financial Services LLC10,021$121K0.1%-85.5%0.000%
10/30/2023 SFI Advisors LLC41,010$494K0.5%+38.7%0.000%
10/24/2023Raymond James & Associates106,872$1.29M0.0%-6.8%0.000%
10/24/2023 Dakota Wealth Management46,925$565K0.0%+10.7%0.000%
10/11/2023 Ignite Planners LLC29,268$349K0.1%N/A0.000%
8/18/2023 SFI Advisors LLC29,569$349K0.3%+34.1%0.000%
8/11/2023 Karpus Management Inc.3,320,472$39.22M1.2%+49.1%0.000%
8/11/2023 Landscape Capital Management L.L.C.15,341$181K0.0%-30.0%0.000%
8/11/2023 D.A. Davidson & CO.13,133$155K0.0%-12.9%0.000%
8/8/2023 Chicago Partners Investment Group LLC112,160$1.32M0.1%-12.7%0.000%
8/7/2023 Shaker Financial Services LLC69,302$818K0.4%+38.9%0.000%
7/31/2023 LPL Financial LLC163,660$1.93M0.0%-14.0%0.000%
7/31/2023 Dakota Wealth Management42,400$501K0.0%+17.9%0.000%
7/25/2023Raymond James & Associates114,639$1.35M0.0%-2.0%0.000%
5/15/2023 Nations Financial Group Inc. IA ADV272,865$3.36M0.4%+23.4%0.000%
5/11/2023 Karpus Management Inc.2,227,657$27.47M0.9%+37.4%0.000%
5/10/2023 Landscape Capital Management L.L.C.21,911$270K0.0%+6.9%0.000%
5/10/2023 Weiss Asset Management LP10,351$128K0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC716,140$8.83M1.7%-0.3%0.000%
5/8/2023 Shaker Financial Services LLC49,910$615K0.3%N/A0.000%
5/3/2023 Corrado Advisors LLC60,744$749K0.5%-4.5%0.000%
4/25/2023 D.A. Davidson & CO.15,075$186K0.0%-33.5%0.000%
4/18/2023 Twelve Points Wealth Management LLC109,586$1.35M0.8%-1.5%0.000%
4/18/2023Claybrook Capital LLC13,455$166K0.1%+20.1%0.000%
4/14/2023 Dakota Wealth Management35,950$443K0.0%+4.2%0.000%
4/14/2023Raymond James & Associates116,965$1.44M0.0%-9.6%0.000%
2/14/2023 Atlas Wealth LLC718,643$9.21M2.5%N/A0.000%
2/13/2023 Pekin Hardy Strauss Inc.12,952$166K0.0%-33.7%0.000%
2/10/2023 City of London Investment Management Co. Ltd.158,756$2.03M0.2%-7.3%0.000%
2/10/2023 Sit Investment Associates Inc.617,536$7.91M0.2%-49.8%0.000%
2/9/2023 Landscape Capital Management L.L.C.20,499$263K0.0%-12.6%0.000%
2/9/2023 Elequin Securities LLC4,209$54K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC33,961$431K0.0%N/A0.000%
2/8/2023Raymond James & Associates129,325$1.66M0.0%-66.2%0.000%
2/8/2023 UBS Group AG870,875$11.16M0.0%-18.6%0.000%
2/8/2023 Dakota Wealth Management34,500$442K0.0%N/A0.000%
2/7/2023 Nations Financial Group Inc. IA ADV221,110$2.83M0.3%+26.1%0.000%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/7/2023 LPL Financial LLC205,218$2.63M0.0%-2.1%0.000%
2/7/2023 Envestnet Asset Management Inc.86,445$1.11M0.0%+75.2%0.000%
2/6/2023 Marks Group Wealth Management Inc77,501$993K0.1%+6.0%0.000%
2/3/2023 D.A. Davidson & CO.22,668$290K0.0%-16.2%0.000%
1/31/2023 Wedbush Securities Inc.37,844$485K0.0%+10.5%0.000%
1/26/2023 GraniteShares Advisors LLC174,413$2.23M1.8%+0.5%0.000%
1/24/2023 Matisse Capital80,000$1.03M0.9%+8.7%0.000%
1/20/2023 Matisse Capital80,000$1.03M1.0%+8.7%0.000%
11/16/2022 Saba Capital Management L.P.112,395$1.51M0.0%+19.5%0.000%
11/14/2022 Guggenheim Capital LLC50,669$679K0.0%N/A0.000%
(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, 37 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. ($65.50M), Karpus Management Inc. ($56.33M), Wells Fargo & Company MN ($14.10M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Nations Financial Group Inc. IA ADV ($6.59M), and Saba Capital Management L.P. ($5.66M).Learn more on FINS's institutional investors.

Which institutional investors have been buying Angel Oak Financial Strategies Income Term Trust stock?

Of the 32 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. ($2.89M), Sit Investment Associates Inc. ($1.88M), Wells Fargo & Company MN ($935.73K), Nations Financial Group Inc. IA ADV ($279.27K), Shaker Financial Services LLC ($247.20K), Noble Wealth Management PBC ($190.67K), and Raymond James Financial Inc. ($118.10K).

How much institutional buying is happening at Angel Oak Financial Strategies Income Term Trust?

Institutional investors have bought a total of 7,090,412 shares in the last 24 months. This purchase volume represents approximately $87.76M in transactions.

Which Angel Oak Financial Strategies Income Term Trust major shareholders have been selling company stock?

Of the 14 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: Equitec Proprietary Markets LLC ($99.04K), Shaker Financial Services LLC ($59.28K), Raymond James & Associates ($27.40K), LPL Financial LLC ($26.71K), Nations Financial Group Inc. IA ADV ($21.73K), Twelve Points Wealth Management LLC ($20.37K), and Ignite Planners LLC ($18.71K).

How much institutional selling is happening at Angel Oak Financial Strategies Income Term Trust?

Institutional investors have sold a total of 342,326 shares in the last 24 months. This volume of shares sold represents approximately $4.15M in transactions.


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This page (NYSE:FINS) was last updated on 2/22/2025 by MarketBeat.com Staff
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