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 44 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
27,381
shares
|
$358,417
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
24,370
shares
|
$319,003
0.0% of portfolio
|
Q1 2024
Added 117.59%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
21,670
shares
|
$283,660
0.04% of portfolio
|
Q2 2025
Added 103.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,052
shares
|
$249,390
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,182
shares
|
$238,002
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,086
shares
|
$210,565
0.01% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,467
shares
|
$176,283
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
13,455
shares
|
$176,125
0.09% of portfolio
|
Q1 2023
Added 20.13%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
11,452
shares
|
$149,906
0.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,075
shares
|
$131,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,040
shares
|
$131,423
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,799
shares
|
$88,998
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
3,333
shares
|
$43,628
0.04% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,010
shares
|
$39,400
0.0% of portfolio
|
Q3 2025
Reduced 72.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
383
shares
|
$5,013
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
357
shares
|
$4,673
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
300
shares
|
$3,927
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|