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

$12.89 +0.05 (+0.39%)
(As of 10:25 AM ET)
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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)
10
Total
Institutional Inflows
(last 12 months)
$17.22M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.98M
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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
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%
4/26/2024Equitec 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%
3/5/2024Fisher 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%
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%
2/6/2024Fisher Asset Management LLC18,481$220K0.0%N/A0.000%
1/30/2024 SFI Advisors LLC43,951$523K0.4%+7.2%0.000%
1/29/2024Equitec 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%
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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%
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%
1/24/2023Matisse Capital80,000$1.03M0.9%+8.7%0.000%
1/20/2023Matisse 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%
11/14/2022 Nations Financial Group Inc. IA ADV175,310$2.35M0.3%+136.9%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.219,172$2.94M1.3%-16.8%0.000%
11/10/2022 City of London Investment Management Co. Ltd.171,325$2.30M0.2%-53.2%0.000%
11/10/2022 UBS Group AG1,070,528$14.35M0.0%+22.9%0.000%
11/9/2022 Shaker Financial Services LLC46,654$625K0.3%N/A0.000%
11/8/2022Matisse Capital73,616$986K1.3%+217.2%0.000%
11/7/2022 D.A. Davidson & CO.27,061$363K0.0%-40.1%0.000%
11/4/2022Foresight Wealth Management LLC24,115$323K0.1%+119.6%0.000%
11/2/2022 Landscape Capital Management L.L.C.23,453$314K0.0%+16.4%0.000%
11/2/2022 Rockefeller Capital Management L.P.18,844$252K0.0%+166.9%0.000%
11/1/2022 Howard Wealth Management LLC13,155$176K0.1%+7.3%0.000%
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10/25/2022Raymond James & Associates382,249$5.12M0.0%-8.9%0.000%
10/20/2022 Twelve Points Wealth Management LLC111,988$1.50M1.2%-1.4%0.000%
10/18/2022 Wedbush Securities Inc.34,241$459K0.0%+129.5%0.000%
10/14/2022 GraniteShares Advisors LLC173,497$2.32M1.9%-1.2%0.000%
8/15/2022 Bluefin Capital Management LLC16,274$235K0.0%N/A0.000%
8/13/2022 Marks Group Wealth Management Inc73,102$1.07M0.2%+1.5%0.000%
8/11/2022 UBS Group AG871,248$12.70M0.0%-6.9%0.000%
8/11/2022 Sit Investment Associates Inc.595,281$8.68M0.3%+2.4%0.000%
8/10/2022 Thomas J. Herzfeld Advisors Inc.263,329$3.84M1.6%+5.4%0.000%
8/5/2022 Landscape Capital Management L.L.C.20,150$294K0.0%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, 31 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were Karpus Management Inc. ($56.33M), Atlas Wealth LLC ($9.82M), UBS Group AG ($9.79M), Sit Investment Associates Inc. ($7.91M), Nations Financial Group Inc. IA ADV ($7.15M), Saba Capital Management L.P. ($5.66M), and Stifel Financial Corp ($3.38M).Learn more on FINS's institutional investors.

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

Of the 22 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), Atlas Wealth LLC ($773.04K), Nations Financial Group Inc. IA ADV ($325.07K), Shaker Financial Services LLC ($191.33K), HighTower Advisors LLC ($78.17K), Dakota Wealth Management ($47.75K), and Weiss Asset Management LP ($38.21K).

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

Institutional investors have bought a total of 4,569,099 shares in the last 24 months. This purchase volume represents approximately $55.84M in transactions.

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

Of the 16 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 ($280.32K), UBS Group AG ($215.46K), Equitec Proprietary Markets LLC ($99.04K), Shaker Financial Services LLC ($59.28K), LPL Financial LLC ($31.03K), 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 1,406,487 shares in the last 24 months. This volume of shares sold represents approximately $17.79M in transactions.


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This page (NYSE:FINS) was last updated on 12/18/2024 by MarketBeat.com Staff
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