Purchases and Sales Made in Q2 2024 in Angel Oak Fds Tr Income Etf(De (CARY)
This table provides information about the institutional ownership of Angel Oak Fds Tr Income Etf(De (CARY) during Q2 2024. The information is specifically focused on institutions that hold shares of ANGEL OAK FDS TR INCOME ETF(DE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
962KNew |
N/A
|
962K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
236K+ 15.37% |
N/A
|
1.77M
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
179K+ 25.93% |
N/A
|
868K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
138K+ 34.79% |
N/A
|
536K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
117K+ 28.68% |
N/A
|
524K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
111K+ 42.55% |
N/A
|
373K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
61.1KNew |
N/A
|
61.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
57.7KNew |
N/A
|
57.7K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52KNew |
N/A
|
52K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.9K+ 89.45% |
N/A
|
63.4K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
29.3K+ 7.18% |
N/A
|
438K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.5K+ 15.12% |
N/A
|
194K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 30.09% |
N/A
|
88.3K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.9K+ 4.06% |
N/A
|
434K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.9K+ 0.9% |
N/A
|
1.89M
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.93K+ 49.56% |
N/A
|
20.9K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.41K+ 60.87% |
N/A
|
14.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.25K+ 0.56% |
N/A
|
757K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
348+ 2.64% |
N/A
|
13.5K
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 0.34% |
N/A
|
15.1K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 3.87% |
N/A
|
19.9K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 11.49% |
N/A
|
9.71K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.61K- 1.87% |
N/A
|
84.4K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-35.6K- 18.76% |
N/A
|
154K
$0
|