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 40 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
13,513
shares
|
$180,398
0.13% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,467
shares
|
$179,784
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
13,455
shares
|
$179,624
0.09% of portfolio
|
Q1 2023
Added 20.13%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,800
shares
|
$170,880
0.0% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,667
shares
|
$155,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
11,028
shares
|
$147,223
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,964
shares
|
$146,369
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
10,630
shares
|
$141,910
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,516
shares
|
$100,338
0.0% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$26,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,417
shares
|
$18,916
0.0% of portfolio
|
Q4 2024
Reduced 52.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
852
shares
|
$11,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,675
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
356
shares
|
$4,752
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|