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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: 3-31-2022 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 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
   KARPUS MANAGEMENT INC 14 - 2024-03-31 4,509,636 $56,325,000 285,911
   SIT INVESTMENT ASSOCIATES INC 36 - 2024-03-31 2,318,059 $28,953,000 1,512,921
   MORGAN STANLEY 2296 - 2024-03-31 2,270,571 $28,359,000 3,675
   UBS Group AG 1679 - 2024-03-31 716,175 $8,945,000 -105,830
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 32 - 2024-03-31 500,795 $6,255,000 51,353
   ROYAL BANK OF CANADA 2188 - 2024-03-31 261,939 $3,271,000 32,311
   STIFEL FINANCIAL CORP 1472 - 2024-03-31 231,041 $2,886,000 11,782
   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
   Chicago Partners Investment Group LLC 258 - 2024-03-31 112,812 $1,393,000 250
   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
   Oakmont Partners LLC 412 - 2024-03-31 61,775 $772,000 1,675
   SFI Advisors LLC 41 - 2024-03-31 56,626 $707,000 12,675
   Advisor Group Holdings Inc. 2798 - 2024-03-31 46,706 $581,000 -3,375
   FIRST TRUST ADVISORS LP 2133 - 2024-03-31 41,820 $522,000 12,891
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 438 - 2024-03-31 41,402 $517,000 5,416
   WEDBUSH MORGAN SECURITIES INC 733 - 2024-03-31 32,010 $400,000 -4,625
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1894 - 2024-03-31 24,370 $304,000 13,170
   DAVIDSON D A & CO 1281 - 2024-03-31 16,660 $208,000 -2,140
   Lido Advisors LLC 1129 - 2024-03-31 13,467 $168,000 0
   Catalina Capital Group LLC 265 - 2024-03-31 13,065 $163,000 284
   Claybrook Capital LLC 134 - 2023-09-30 13,455 $162,000 0
   ENVESTNET ASSET MANAGEMENT INC 3952 - 2024-03-31 12,913 $161,000 2,298
   RAYMOND JAMES TRUST CO 1209 *New 2024-03-31 12,384 $155,000 12,384
   FINANCIAL NETWORK 2623 *New 2024-03-31 12,333 $154,000 12,333
   Ignite Planners LLC 274 - 2024-03-31 11,716 $146,000 -9,448
   Live Oak Private Wealth LLC 164 - 2024-03-31 10,630 $133,000 0
   COMERICA BANK 2565 - 2024-03-31 7,379 $92,000 4
   OLD POINT TRUST & FINANCIAL SERVICES N A 188 - 2024-03-31 2,000 $25,000 0
   BANK OF AMERICA CORP /DE/ 5645 - 2024-03-31 1,932 $24,000 332
   Steward Partners Investment Advisory LLC 2537 - 2024-03-31 1,417 $18,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 500 $6,000 0
   WEISS CAPITAL LLC 294 *Closed 2024-03-31 0 $0 -27,858
   Foresight Wealth Management LLC 41 *Closed 2022-12-31 0 $0 -24,115
   PROEQUITIES INC. 5556 - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 6019 *Closed 2024-03-31 0 $0 -2,610
   FMR LLC 5271 *Closed 2024-03-31 0 $0 -1
   HIGHTOWER ADVISORS, LLC 3455 *Closed 2024-03-31 0 $0 -24,109
   BESSEMER GROUP INC 2220 *Closed 2024-03-31 0 $0 -567
   WOLVERINE TRADING LLC 1444 *Closed 2024-03-31 0 $0 -415,601
   ELEQUIN CAPITAL LP 202 *Closed 2024-03-31 0 $0 -7,443
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1052 *Closed 2024-03-31 0 $0 -18,481
   SHAKER FINANCIAL SERVICES, LLC 173 *Closed 2024-03-31 0 $0 -33,246
  45 Records found
  1    
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