Latest Institutional Purchases of Angel Oak Fds Tr Ultrashort In (UYLD)
This list provides information on the latest institutional transactions involving Angel Oak Fds Tr Ultrashort In (UYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13M+ 11.59% |
N/A
|
10.9M
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
31.7K+ 28.48% |
N/A
|
143K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
24.9K+ 38.04% |
N/A
|
90.3K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
17.9K+ 2.75% |
N/A
|
668K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7.22K+ 8.04% |
N/A
|
97K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.5K+ 12.7% |
N/A
|
57.7K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.62K+ 7.34% |
N/A
|
23.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
837+ 18.64% |
N/A
|
5.33K
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
481K+ 2935.8% |
N/A
|
498K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
278K+ 1273.86% |
N/A
|
300K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 48.72% |
N/A
|
720K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
133K+ 90.85% |
N/A
|
279K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 50.32% |
N/A
|
324K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
104K+ 247.54% |
N/A
|
145K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
70.4K+ 47.43% |
N/A
|
219K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
70.2KNew |
N/A
|
70.2K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
66.4K+ 85.23% |
N/A
|
144K
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
58.6K+ 34.22% |
N/A
|
230K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
56.1K+ 34.77% |
N/A
|
217K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
48.7K+ 80.67% |
N/A
|
109K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
39.3K+ 61.87% |
N/A
|
103K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
36.3KNew |
N/A
|
36.3K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
33.9K+ 21.81% |
N/A
|
189K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.9K+ 20.58% |
N/A
|
192K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
27.4KNew |
N/A
|
27.4K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6K+ 11.31% |
N/A
|
252K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.89K+ 11.0% |
N/A
|
99.9K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.76K+ 39.62% |
N/A
|
27.4K
$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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.33K+ 7.18% |
N/A
|
94.5K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
5.64K+ 24.15% |
N/A
|
29K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.79KNew |
N/A
|
4.79K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
4.69KNew |
N/A
|
4.69K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.48K+ 44.16% |
N/A
|
14.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.88KNew |
N/A
|
3.88K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
3.17K+ 52.53% |
N/A
|
9.21K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 31.69% |
N/A
|
11.8K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.12K+ 26.11% |
N/A
|
10.2K
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.08K+ 1.97% |
N/A
|
108K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 69500.0% |
N/A
|
1.39K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
549New |
N/A
|
549
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
512New |
N/A
|
512
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
286+ 1.79% |
N/A
|
16.3K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
248New |
N/A
|
248
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
194+ 0.11% |
N/A
|
170K
$0
|
|
| Q2 2025 | |||||||
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100K+ 163.02% |
N/A
|
162K
$0
|
|