Angel Oak Financ StratFINS
13F holders, Q2 2024 (June 30)34holders +1
4new positions
2sold out
$12.37avg. 13F price*
At the end of Q2 2024, 34 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were Karpus Management, Inc. ($55.0M), Sit Investment Associates Inc. ($32.3M) and Morgan Stanley ($27.4M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.2M |
| Exits | 2 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,268,100 shares bought and 344,265 shares sold, net +923,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Karpus Management, Inc. | 1.55% | Reduce -1.4% | 4,447,191 | $55.0M |
| Sit Investment Associates Inc. | 0.74% | Add +12.5% | 2,608,606 | $32.3M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 2,215,777 | $27.4M |
| Atlas Wealth LLC | 1.79% | New | 818,837 | $10.1M |
| UBS Group AG | 0.00% | Reduce -2.4% | 698,852 | $8.6M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +2.8% | 514,834 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 271,152 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 230,432 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 171,721 | $2.1M |
| LPL Financial LLC | 0.00% | Add +2.2% | 131,767 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.2% | 113,067 | $1.4M |
| Twelve Points Wealth Management LLC | 0.42% | No change | 96,791 | $1.2M |
| Shaker Financial Services, LLC | 0.42% | New | 84,071 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -19.4% | 76,504 | $946K |
| Dakota Wealth Management | 0.02% | Add +1.3% | 62,600 | $774K |
| First Trust Advisors LP | 0.00% | Add +26.4% | 52,883 | $654K |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 47,721 | $595K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -27.2% | 30,138 | $373K |
| Bank of America Corp. | 0.00% | Add +1193.8% | 24,997 | $309K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $301K |
| Wedbush Securities Inc. | 0.01% | Reduce -37.5% | 20,015 | $248K |
| Envestnet Asset Management Inc. | 0.00% | Add +30.3% | 16,819 | $208K |
| Cetera Investment Advisers | 0.00% | Add +29.1% | 16,603 | $205K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.2% | 16,300 | $202K |
| SFI Advisors, LLC | 0.13% | Reduce -75.6% | 13,813 | $171K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $167K |
| Ignite Planners, LLC | 0.04% | Add +6.1% | 12,426 | $155K |
| Raymond James Trust N.A. | 0.00% | No change | 12,384 | $153K |
| Live Oak Private Wealth LLC | 0.02% | No change | 10,630 | $131K |
| Comerica Bank | 0.00% | Reduce -3.2% | 7,146 | $88K |
| Towne Trust Company, N.A | 0.01% | No change | 2,000 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,417 | $18K |
| Parkside Financial Bank & Trust | 0.00% | New | 800 | $10K |
| Fifth Third Bancorp | 0.00% | New | 15 | $186 |
"% 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.