FINS
Angel Oak Financial Strategies Income Term Trust
1W: +0.3%
1M: -4.7%
3M: -6.5%
YTD: -7.9%
1Y: -6.7%
3Y: +26.6%
5Y: +4.2%
$11.96
+0.05 (+0.42%)
Weekly Expected Move ±1.3%
$12
$12
$12
$12
$12
Institutional Ownership — FINS
51
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
298M
Total Invested
8
New Positions
17
Increased
16
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 10,962,663 | $131M | +89,025 | +0.8% | 15Q | SEC ↗ |
| 2 | Karpus Management, Inc. | 4,654,677 | $56M | -43,169 | -0.9% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,290,468 | $15M | +20,727 | +1.6% | 29Q | SEC ↗ |
| 4 | Atlas Wealth LLC NEW | 1,100,004 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 707,959 | $8M | -32,635 | -4.4% | 29Q | SEC ↗ |
| 6 | MORGAN STANLEY | 627,001 | $7M | +4,105 | +0.7% | 29Q | SEC ↗ |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | $6M | — | +0.0% | 18Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 417,457 | $5M | +9,187 | +2.3% | 29Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 383,477 | $5M | +11,981 | +3.2% | 22Q | SEC ↗ |
| 10 | Advisors Asset Management, Inc. | 351,208 | $4M | -2,454 | -0.7% | 7Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 300,777 | $4M | +61,374 | +25.6% | 11Q | SEC ↗ |
| 12 | RIVERBRIDGE PARTNERS LLC | 235,363 | $3M | +1,886 | +0.8% | 8Q | SEC ↗ |
| 13 | Noble Wealth Management PBC | 231,615 | $3M | -3,855 | -1.6% | 4Q | SEC ↗ |
| 14 | Thomas J. Herzfeld Advisors, Inc. | 222,390 | $3M | +28,960 | +15.0% | 5Q | SEC ↗ |
| 15 | FIRST TRUST ADVISORS LP | 203,462 | $2M | +385 | +0.2% | 16Q | SEC ↗ |
| 16 | LPL Financial LLC | 180,224 | $2M | +2,579 | +1.5% | 28Q | SEC ↗ |
| 17 | Closed-End Fund Advisors, Inc. | 118,848 | $1M | -1,852 | -1.5% | 3Q | SEC ↗ |
| 18 | Dakota Wealth Management | 77,835 | $931K | -3,000 | -3.7% | 15Q | SEC ↗ |
| 19 | Twelve Points Wealth Management LLC | 77,263 | $924K | -1,887 | -2.4% | 19Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 76,348 | $913K | +3,369 | +4.6% | 24Q | SEC ↗ |
| 21 | Focus Partners Wealth | 73,779 | $882K | — | +0.0% | 3Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 73,346 | $877K | -5,653 | -7.2% | 7Q | SEC ↗ |
| 23 | &PARTNERS | 56,376 | $674K | +2,047 | +3.8% | 6Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 43,462 | $520K | +5,733 | +15.2% | 10Q | SEC ↗ |
| 25 | Invesco Ltd. | 42,333 | $506K | -291 | -0.7% | 3Q | SEC ↗ |
| 26 | Corient Private Wealth LP | 40,666 | $486K | +10,666 | +35.6% | 5Q | SEC ↗ |
| 27 | CHOREO, LLC | 30,101 | $360K | +4,081 | +15.7% | 5Q | SEC ↗ |
| 28 | Shaker Financial Services, LLC | 29,245 | $350K | +17,291 | +144.6% | 9Q | SEC ↗ |
| 29 | Summit Asset Management, LLC | 26,000 | $311K | — | +0.0% | 3Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 24,370 | $291K | — | +0.0% | 11Q | SEC ↗ |
| 31 | Live Oak Private Wealth LLC | 21,670 | $259K | — | +0.0% | 18Q | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 19,858 | $238K | +172 | +0.9% | 5Q | SEC ↗ |
| 33 | Mayflower Financial Advisors, LLC | 18,700 | $224K | — | +0.0% | 2Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 11,303 | $135K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Private Advisor Group, LLC NEW | 11,039 | $132K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC NEW | 10,859 | $130K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Mariner, LLC NEW | 10,001 | $120K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Arax Advisory Partners NEW | 9,084 | $109K | — | +0.0% | 1Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 4,446 | $53K | — | +0.0% | 2Q | SEC ↗ |
| 40 | IFG Advisory, LLC NEW | 4,009 | $48K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC NEW | 3,600 | $43K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Mountain Hill Investment Partners Corp | 3,333 | $40K | — | +0.0% | 7Q | SEC ↗ |
| 43 | N.E.W. Advisory Services LLC | 357 | $4K | — | +0.0% | 6Q | SEC ↗ |
| 44 | HIGHLINE WEALTH PARTNERS LLC | 300 | $4K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 0 | $0K | -4,000 | -100.0% | 1Q | SEC ↗ |
| 46 | GHP Investment Advisors, Inc. | 0 | $0K | -2,500 | -100.0% | 1Q | SEC ↗ |
| 47 | Lido Advisors, LLC | 0 | $0K | -13,467 | -100.0% | 10Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -10,343 | -100.0% | 3Q | SEC ↗ |
| 49 | PFG Investments, LLC | 0 | $0K | -10,080 | -100.0% | 3Q | SEC ↗ |
| 50 | WEDBUSH SECURITIES INC | 0 | $0K | -18,807 | -100.0% | 28Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 1,100,004 | $13M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,303 | $135K |
| Private Advisor Group, LLC | 11,039 | $132K |
| CITADEL ADVISORS LLC | 10,859 | $130K |
| Mariner, LLC | 10,001 | $120K |
| Arax Advisory Partners | 9,084 | $109K |
| IFG Advisory, LLC | 4,009 | $48K |
| Integrated Wealth Concepts LLC | 3,600 | $43K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WEDBUSH SECURITIES INC | 18,807 | $225K |
| StoneX Group Inc. | 15,349 | $184K |
| Lido Advisors, LLC | 13,467 | $161K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,343 | $124K |
| PFG Investments, LLC | 10,080 | $121K |
| CoreCap Advisors, LLC | 7,258 | $87K |
| Kestra Advisory Services, LLC | 4,000 | $48K |
| GHP Investment Advisors, Inc. | 2,500 | $30K |
| Larson Financial Group LLC | 400 | $5K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +89,025 | +0.8% | 10,962,663 |
| ENVESTNET ASSET MANAGEMENT INC | +61,374 | +25.6% | 300,777 |
| Thomas J. Herzfeld Advisors, Inc. | +28,960 | +15.0% | 222,390 |
| WELLS FARGO & COMPANY/MN | +20,727 | +1.6% | 1,290,468 |
| Shaker Financial Services, LLC | +17,291 | +144.6% | 29,245 |
| STIFEL FINANCIAL CORP | +11,981 | +3.2% | 383,477 |
| Corient Private Wealth LP | +10,666 | +35.6% | 40,666 |
| ROYAL BANK OF CANADA | +9,187 | +2.3% | 417,457 |
| Cetera Investment Advisers | +5,733 | +15.2% | 43,462 |
| MORGAN STANLEY | +4,105 | +0.7% | 627,001 |
| CHOREO, LLC | +4,081 | +15.7% | 30,101 |
| OSAIC HOLDINGS, INC. | +3,369 | +4.6% | 76,348 |
| LPL Financial LLC | +2,579 | +1.5% | 180,224 |
| &PARTNERS | +2,047 | +3.8% | 56,376 |
| RIVERBRIDGE PARTNERS LLC | +1,886 | +0.8% | 235,363 |
| FIRST TRUST ADVISORS LP | +385 | +0.2% | 203,462 |
| Rockefeller Capital Management L.P. | +172 | +0.9% | 19,858 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Karpus Management, Inc. | -43,169 | -0.9% | 4,654,677 |
| UBS Group AG | -32,635 | -4.4% | 707,959 |
| RAYMOND JAMES FINANCIAL INC | -5,653 | -7.2% | 73,346 |
| Noble Wealth Management PBC | -3,855 | -1.6% | 231,615 |
| Dakota Wealth Management | -3,000 | -3.7% | 77,835 |
| Advisors Asset Management, Inc. | -2,454 | -0.7% | 351,208 |
| Twelve Points Wealth Management LLC | -1,887 | -2.4% | 77,263 |
| Closed-End Fund Advisors, Inc. | -1,852 | -1.5% | 118,848 |
| Invesco Ltd. | -291 | -0.7% | 42,333 |