Latest Institutional Transactions on Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information on the latest institutional transactions involving Angel Oak Fds Tr Income Etf(De (CARY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16+ 0.15% |
N/A
|
11K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
806K+ 356.63% |
N/A
|
1.03M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.46K+ 31.98% |
N/A
|
22.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
67.3K+ 3.27% |
N/A
|
2.13M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4K+ 33.84% |
N/A
|
72.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.48K+ 189.81% |
N/A
|
5.32K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01M+ 46.04% |
N/A
|
3.2M
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
39.1K+ 65.95% |
N/A
|
98.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.02K+ 1.97% |
N/A
|
105K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
336K+ 78.62% |
N/A
|
763K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.3K+ 92.01% |
N/A
|
101K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.91K+ 11.51% |
N/A
|
76.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-621- 0.82% |
N/A
|
74.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52- 0.25% |
N/A
|
21.1K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.8K+ 2.8% |
N/A
|
616K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.32K+ 1.31% |
N/A
|
566K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-385- 2.53% |
N/A
|
14.8K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
896K+ 31.85% |
N/A
|
3.71M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
561K+ 59.64% |
N/A
|
1.5M
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
18.7K+ 3.58% |
N/A
|
540K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 5.73% |
N/A
|
26.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.5KNew |
N/A
|
79.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.01K+ 12.24% |
N/A
|
9.24K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.37K- 10.58% |
N/A
|
11.6K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.28K+ 2.14% |
N/A
|
157K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
67K+ 42.4% |
N/A
|
225K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.7K+ 20.63% |
N/A
|
291K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.2K+ 31.77% |
N/A
|
391K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-640- 0.75% |
N/A
|
84.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22.7K+ 504.44% |
N/A
|
27.2K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-90- 0.37% |
N/A
|
24.3K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-911- 4.55% |
N/A
|
19.1K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
454New |
N/A
|
454
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.46K+ 2.29% |
N/A
|
377K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.17K+ 0.94% |
N/A
|
126K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.6K- 10.42% |
N/A
|
134K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
261KNew |
N/A
|
261K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.78KNew |
N/A
|
9.78K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.07K+ 8.35% |
N/A
|
105K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.5K+ 10.11% |
N/A
|
158K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
170K+ 47.4% |
N/A
|
528K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-353- 5.33% |
N/A
|
6.27K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
N/A
|
400
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
94.8KNew |
N/A
|
94.8K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
916+ 2.62% |
N/A
|
35.8K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.6K- 14.89% |
N/A
|
112K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.21K- 15.19% |
N/A
|
40.3K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
615K+ 26.86% |
N/A
|
2.91M
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.41K+ 35.6% |
N/A
|
20.6K
$0
|
|