Angel Oak Financ StratFINS
13F holders, Q3 2024 (September 30)35holders +1
7new positions
6sold out
$13.22avg. 13F price*
At the end of Q3 2024, 35 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Karpus Management, Inc. ($57.3M), Sit Investment Associates Inc. ($43.4M) and Morgan Stanley ($28.1M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 6 | $11.0M |
All 13F filers, Q2 2024 → Q3 2024: 891,685 shares bought and 1,121,835 shares sold, net −230,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Karpus Management, Inc. | 1.59% | Reduce -2.5% | 4,335,056 | $57.3M |
| Sit Investment Associates Inc. | 0.97% | Add +25.7% | 3,279,999 | $43.4M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 2,121,806 | $28.1M |
| UBS Group AG | 0.00% | Reduce -0.5% | 695,046 | $9.2M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +5.0% | 540,794 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 278,251 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 255,413 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 174,510 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 131,566 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.3% | 112,771 | $1.5M |
| Shaker Financial Services, LLC | 0.49% | Add +17.5% | 98,803 | $1.3M |
| Twelve Points Wealth Management LLC | 0.40% | Reduce -0.1% | 96,746 | $1.3M |
| Riverbridge Partners LLC | 0.01% | New | 75,009 | $992K |
| Dakota Wealth Management | 0.02% | No change | 62,600 | $828K |
| First Trust Advisors LP | 0.00% | Add +17.8% | 62,282 | $823K |
| Raymond James & Associates | 0.00% | Reduce -18.8% | 62,097 | $821K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 47,032 | $622K |
| HighTower Advisors, LLC | 0.00% | New | 30,919 | $405K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $322K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.5% | 24,302 | $321K |
| Cetera Investment Advisers | 0.00% | Add +39.2% | 23,118 | $306K |
| Wedbush Securities Inc. | 0.01% | Reduce -20.8% | 15,859 | $210K |
| SFI Advisors, LLC | 0.13% | Reduce -2.2% | 13,513 | $179K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $178K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.5% | 12,800 | $169K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,667 | $154K |
| Ignite Planners, LLC | 0.03% | Reduce -9.3% | 11,268 | $149K |
| Live Oak Private Wealth LLC | 0.02% | No change | 10,630 | $141K |
| Comerica Bank | 0.00% | Add +5.2% | 7,516 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +111.7% | 3,000 | $40K |
| Towne Trust Company, N.A | 0.01% | No change | 2,000 | $26K |
| Bessemer Group Inc. | 0.00% | New | 852 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 586 | $8K |
| Larson Financial Group LLC | 0.00% | New | 347 | $5K |
| FMR LLC | 0.00% | New | 1 | $13 |
"% 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.