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Get Institutions for : 
Angel Oak Financial Strategies Income Term Trust (FINS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    4
Total shares held : 
10,562,554  
% of shares held : 
11.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
-325,709  
% of shares held change : 
  -0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 91,675
 0.87%
 
Increased Positions :
16
 1,135,462
 10.75%
 
Unchanged Positions :
4
 426,731
 4.04%
 
Decreased Positions :
11
-176,717
-1.67%
 
Closed Positions :
4
-1,376,129
-13.03%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 1679 - 2024-03-31 716,175 $8,945,000 -105,830
   WELLS FARGO & CO/MN 2537 - 2024-03-31 168,572 $2,105,000 -6,403
   EQUITEC PROPRIETARY MARKETS LLC 11 - 2023-12-31 145,559 $1,734,000 -64,480
   LPL FINANCIAL CORP 2695 - 2024-03-31 128,917 $1,610,000 -11,832
   Twelve Points Wealth Management LLC 57 - 2024-03-31 96,791 $1,209,000 -2,094
   RAYMOND JAMES & ASSOCIATES 2472 - 2024-03-31 94,867 $1,185,000 -7,060
   Advisor Group Holdings Inc. 2798 - 2024-03-31 46,706 $581,000 -3,375
   WEDBUSH MORGAN SECURITIES INC 733 - 2024-03-31 32,010 $400,000 -4,625
   DAVIDSON D A & CO 1281 - 2024-03-31 16,660 $208,000 -2,140
   Ignite Planners LLC 274 - 2024-03-31 11,716 $146,000 -9,448

  10 Records found
  1    
  Page 1 of 1
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