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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
18,481
 0.17%
 
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 16 - 2023-12-31 4,223,725 $50,305,000 649,193
   MORGAN STANLEY 2361 - 2023-12-31 2,266,896 $26,999,000 -4,224
   UBS Group AG 1466 - 2023-12-31 822,005 $9,790,000 -15,810
   SIT INVESTMENT ASSOCIATES INC 130 - 2023-12-31 805,138 $9,589,000 142,590
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 32 - 2024-03-31 500,795 $6,255,000 51,353
   WOLVERINE TRADING LLC 133 - 2023-12-31 415,601 $4,950,000 0
   ROYAL BANK OF CANADA 2313 - 2023-12-31 229,628 $2,734,000 13,678
   STIFEL FINANCIAL CORP 1485 - 2023-12-31 219,259 $2,611,000 101,201
   WELLS FARGO & CO/MN 2477 - 2023-12-31 174,975 $2,084,000 -38,793
   EQUITEC PROPRIETARY MARKETS LLC 11 - 2023-12-31 145,559 $1,734,000 -64,480
   LPL FINANCIAL CORP 2547 - 2023-12-31 140,749 $1,676,000 -10,223
   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
   Advisor Group Holdings Inc. 2997 - 2023-12-31 50,081 $596,000 -10,874
   SFI Advisors LLC 46 - 2023-12-31 43,951 $523,000 2,941
   WEDBUSH MORGAN SECURITIES INC 599 - 2023-12-31 36,635 $436,000 959
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 459 - 2023-12-31 35,986 $429,000 35,986
   SHAKER FINANCIAL SERVICES, LLC 117 - 2023-12-31 33,246 $396,000 23,225
   FIRST TRUST ADVISORS LP 2213 - 2023-12-31 28,929 $345,000 5,835
   WEISS CAPITAL LLC 212 *New 2023-12-31 27,858 $332,000 27,858
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1894 - 2024-03-31 24,370 $304,000 13,170
   HIGHTOWER ADVISORS, LLC 2657 - 2023-12-31 24,109 $291,000 -184
   DAVIDSON D A & CO 1207 - 2023-12-31 18,800 $224,000 5,659
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 936 *New 2023-12-31 18,481 $220,000 18,481
   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
   Lido Advisors LLC 1097 *New 2023-12-31 13,467 $160,000 13,467
   RAYMOND JAMES TRUST CO 1209 *New 2024-03-31 12,384 $155,000 12,384
   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
   ENVESTNET ASSET MANAGEMENT INC 3890 *New 2023-12-31 10,615 $126,000 10,615
   ELEQUIN CAPITAL LP 177 *New 2023-12-31 7,443 $89,000 7,443
   COMERICA BANK 2532 - 2023-12-31 7,375 $88,000 -9,736
   J P MORGAN CHASE & CO 4853 *New 2023-12-31 2,610 $31,000 2,610
   OLD POINT TRUST & FINANCIAL SERVICES N A 161 - 2023-12-31 2,000 $24,000 2,000
   BANK OF AMERICA CORP /DE/ 5666 - 2023-12-31 1,600 $19,000 1,600
   Steward Partners Investment Advisory LLC 2462 - 2023-12-31 1,417 $17,000 1,231
   BESSEMER GROUP INC 1678 - 2023-12-31 567 $7,000 26
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 500 $6,000 0
   Atlas Wealth LLC 104 *Closed 2023-12-31 0 $0 -815,921
   FMR LLC 4779 *New 2023-12-31 1 $0 1
   Foresight Wealth Management LLC 41 *Closed 2022-12-31 0 $0 -24,115
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6225 *Closed 2023-12-31 0 $0 -10,559
   SABA CAPITAL MANAGEMENT, L.P. 477 *Closed 2023-12-31 0 $0 -469,649
  47 Records found
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