Latest Institutional Purchases of Angel Oak Fds Tr Income Etf(De (CARY)
This list provides information on the latest institutional transactions involving Angel Oak Fds Tr Income Etf(De (CARY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
204K+ 10.04% |
N/A
|
2.23M
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
116K+ 10.88% |
N/A
|
1.18M
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.4KNew |
N/A
|
60.4K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
57.7K+ 41.02% |
N/A
|
198K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
36.9K+ 7.32% |
N/A
|
542K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 36.46% |
N/A
|
55.1K
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
717K+ 65757.43% |
N/A
|
718K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
247K+ 404.23% |
N/A
|
308K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
174K+ 46.55% |
N/A
|
547K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
123KNew |
N/A
|
123K
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
80KNew |
N/A
|
80K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.3KNew |
N/A
|
58.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.5K+ 54.98% |
N/A
|
137K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47.5KNew |
N/A
|
47.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
44.5KNew |
N/A
|
44.5K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
38.8K+ 4.04% |
N/A
|
1M
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.6K+ 59.39% |
N/A
|
101K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.2K+ 6.34% |
N/A
|
558K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.1KNew |
N/A
|
32.1K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
30.6K+ 53.06% |
N/A
|
88.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
N/A
|
18.5K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.16KNew |
N/A
|
9.16K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.67K+ 14.75% |
N/A
|
59.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.29KNew |
N/A
|
7.29K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.08K+ 0.54% |
N/A
|
761K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.64K+ 250.38% |
N/A
|
5.09K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.25K+ 3.85% |
N/A
|
87.6K
$0
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.63K+ 0.37% |
N/A
|
439K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.29K+ 6.15% |
N/A
|
22.2K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
262+ 1.74% |
N/A
|
15.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
104+ 0.77% |
N/A
|
13.6K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45New |
N/A
|
45
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.41K+ 60.87% |
N/A
|
14.3K
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.06KNew |
N/A
|
6.06K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
23.3KNew |
N/A
|
23.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.1KNew |
N/A
|
40.1K
$0
|
|