Latest Institutional Transactions on Angel Oak Fds Tr Ultrashort In (UYLD)
This table provides information on the latest institutional transactions involving Angel Oak Fds Tr Ultrashort In (UYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.12K+ 26.11% |
N/A
|
10.2K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.7K+ 22.45% |
N/A
|
42K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.5K- 3.04% |
N/A
|
47.8K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.33K+ 7.18% |
N/A
|
94.5K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-4.7K- 8.8% |
N/A
|
48.7K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.16K+ 2.32% |
N/A
|
51.2K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
27.4KNew |
N/A
|
27.4K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-14.1K- 77.84% |
N/A
|
4.02K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
39.3K+ 61.87% |
N/A
|
103K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
22KNew |
N/A
|
22K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
28.4K+ 34.33% |
N/A
|
111K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
104K+ 247.54% |
N/A
|
145K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5.64K+ 24.15% |
N/A
|
29K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-46K- 6.62% |
N/A
|
650K
$0
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.73K+ 55.74% |
N/A
|
7.62K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
58.6K+ 34.22% |
N/A
|
230K
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.41MNew |
N/A
|
1.41M
$0
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
740+ 68.52% |
N/A
|
1.82K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-499- 11.19% |
N/A
|
3.96K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.78KNew |
N/A
|
7.78K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41.4K+ 10.38% |
N/A
|
440K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100K+ 163.02% |
N/A
|
162K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-15- 0.37% |
N/A
|
4.03K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
16.5K+ 60.85% |
N/A
|
43.5K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-845- 8.28% |
N/A
|
9.36K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 99.86% |
N/A
|
2
$0
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
80New |
N/A
|
80
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
970New |
N/A
|
970
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
282New |
N/A
|
282
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
N/A
|
25.9K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-387- 78.82% |
N/A
|
104
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.42K+ 14.54% |
N/A
|
19K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
38New |
N/A
|
38
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
118KNew |
N/A
|
118K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8KNew |
N/A
|
17.8K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.68K- 17.54% |
N/A
|
45.5K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
248New |
N/A
|
248
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
66.1K+ 6.31% |
N/A
|
1.11M
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
897New |
N/A
|
897
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17New |
N/A
|
17
$0
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$0
|
|