Institutional Ownership Angel Oak Financial Strategies Income Term Trust (FINS)
This table provides information about the institutional ownership of Angel Oak Financial Strategies Income Term Trust (FINS). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
5,157,564
shares
|
$68.6 Million
1.49% of portfolio
|
Q4 2024
Added 57.24%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
3,771,451
shares
|
$50.2 Million
1.73% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,110,241
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 536.2%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
878,020
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
694,928
shares
|
$9.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
519,062
shares
|
$6.91 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
293,440
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
280,799
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
190,665
shares
|
$2.54 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
154,668
shares
|
$2.06 Million
0.78% of portfolio
|
Q4 2024
Added 56.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
132,850
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
113,016
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
106,333
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
101,605
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
87,401
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
71,436
shares
|
$950,813
0.0% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,097
shares
|
$826,511
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
61,850
shares
|
$823,223
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
59,050
shares
|
$785,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
47,013
shares
|
$625,743
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
43,383
shares
|
$577,427
0.0% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
42,800
shares
|
$569,668
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
25,466
shares
|
$338,952
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
25,000
shares
|
$332,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,370
shares
|
$324,364
0.0% of portfolio
|
Q1 2024
Added 117.59%
|