Angel Oak Financ StratFINS
13F holders, Q1 2024 (March 31)33holders
$12.49avg. 13F price*
At the end of Q1 2024, 33 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings. The largest holders were Karpus Management, Inc. ($56.3M), Sit Investment Associates Inc. ($29.0M) and Morgan Stanley ($28.4M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $315K |
| Exits | 9 | $6.3M |
Ownership 33 holders
| Karpus Management, Inc. | 1.62% | Add +6.8% | 4,509,636 | $56.3M |
| Sit Investment Associates Inc. | 0.67% | Add +187.9% | 2,318,059 | $29.0M |
| Morgan Stanley | 0.00% | Add +0.2% | 2,270,571 | $28.4M |
| UBS Group AG | 0.00% | Reduce -12.9% | 716,175 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.53% | Add +11.4% | 500,795 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +14.1% | 261,939 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +5.4% | 231,041 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 168,572 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 128,917 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.2% | 112,812 | $1.4M |
| Equitec Proprietary Markets, LLC | 2.46% | Reduce -23.7% | 111,001 | $1.4M |
| Twelve Points Wealth Management LLC | 0.44% | Reduce -2.1% | 96,791 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -6.9% | 94,867 | $1.2M |
| Dakota Wealth Management | 0.02% | Add +2.8% | 61,775 | $772K |
| SFI Advisors, LLC | 0.55% | Add +28.8% | 56,626 | $707K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.7% | 46,706 | $581K |
| First Trust Advisors LP | 0.00% | Add +44.6% | 41,820 | $522K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +15.1% | 41,402 | $517K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.6% | 32,010 | $400K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +117.6% | 24,370 | $304K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.4% | 16,660 | $208K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $168K |
| Catalina Capital Group, LLC | 0.07% | Add +2.2% | 13,065 | $163K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.6% | 12,913 | $161K |
| Cetera Investment Advisers | 0.00% | New | 12,863 | $161K |
| Raymond James Trust N.A. | 0.00% | New | 12,384 | $155K |
| Ignite Planners, LLC | 0.04% | Reduce -44.6% | 11,716 | $146K |
| Live Oak Private Wealth LLC | 0.02% | No change | 10,630 | $133K |
| Comerica Bank | 0.00% | Add +0.1% | 7,379 | $92K |
| Towne Trust Company, N.A | 0.01% | No change | 2,000 | $25K |
| Bank of America Corp. | 0.00% | Add +20.8% | 1,932 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,417 | $18K |
| Highlander Capital Management, LLC | 0.00% | No change | 500 | $6K |
"% of holder's portfolio" is FINS's weight in each manager's 13F, not the share of Angel Oak Financ Strat Inc. the manager owns.