Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of Angel Oak Financial Strategies Income Term Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
340K+ 3.53% |
$4.37M - $4.58M
|
9.97M
$130M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
175K+ 118.79% |
$2.25M - $2.36M
|
323K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.2K+ 4.6% |
$812K - $850K
|
1.44M
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.6K+ 18.42% |
$804K - $843K
|
402K
$5.27M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
53.3K+ 27.52% |
$685K - $718K
|
247K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
35.6K+ 25.33% |
$457K - $479K
|
176K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14.2K+ 4.04% |
$183K - $191K
|
366K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14K+ 17.46% |
$180K - $188K
|
94.1K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 37.64% |
$178K - $186K
|
50.6K
$663K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$129K - $136K
|
10.1K
$132K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10KNew |
$129K - $135K
|
10K
$131K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.56K+ 8.53% |
$71.5K - $74.9K
|
70.8K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.07K+ 2.0% |
$52.3K - $54.7K
|
208K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.09K+ 2.54% |
$39.7K - $41.6K
|
125K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
816+ 3.07% |
$10.5K - $11K
|
27.4K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
773+ 4.23% |
$9.93K - $10.4K
|
19.1K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367+ 2.06% |
$4.72K - $4.94K
|
18.2K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$3.86K - $4.04K
|
300
$3.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 2.41% |
$116 - $121
|
383
$5.01K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-168- 1.45% |
$2.16K - $2.26K
|
11.5K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-383- 0.21% |
$4.92K - $5.16K
|
179K
$2.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-414- 0.48% |
$5.32K - $5.57K
|
85.8K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-572- 0.14% |
$7.35K - $7.7K
|
401K
$5.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.25K- 1.85% |
$16K - $16.8K
|
66.4K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.69K- 0.36% |
$34.6K - $36.2K
|
745K
$9.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.6K- 6.71% |
$72K - $75.4K
|
77.8K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.62K- 1.47% |
$97.9K - $103K
|
510K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.86K- 72.3% |
$101K - $106K
|
3.01K
$39.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-18.8K- 11.45% |
$241K - $252K
|
145K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-159K- 16.73% |
$2.05M - $2.14M
|
793K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-217K- 3.93% |
$2.79M - $2.93M
|
5.31M
$69.6M
|
|