Angel Oak Financ StratFINS
13F holders, Q4 2024 (December 31)38holders +3
7new positions
6sold out
$12.70avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding Angel Oak Financ Strat Inc. (FINS) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($65.5M), Karpus Management, Inc. ($47.9M) and Wells Fargo & Company ($14.1M).
- Company
- Angel Oak Financ Strat Inc.
- CUSIP
- 03464A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.2M |
| Exits | 6 | $604K |
All 13F filers, Q3 2024 → Q4 2024: 3,221,204 shares bought and 1,891,081 shares sold, net +1,330,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Sit Investment Associates Inc. | 1.49% | Add +57.2% | 5,157,564 | $65.5M |
| Karpus Management, Inc. | 1.42% | Reduce -13.0% | 3,771,451 | $47.9M |
| Wells Fargo & Company | 0.00% | Add +536.2% | 1,110,241 | $14.1M |
| Morgan Stanley | 0.00% | Reduce -58.6% | 878,020 | $11.2M |
| UBS Group AG | 0.00% | Reduce -0.0% | 694,928 | $8.8M |
| Nations Financial Group Inc, /Ia/ | 0.48% | Reduce -4.0% | 519,062 | $6.6M |
| Stifel Financial Corp. | 0.00% | Add +14.9% | 293,440 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 280,799 | $3.6M |
| Noble Wealth Management PBC | 1.68% | — | 190,665 | $2.4M |
| Shaker Financial Services, LLC | 0.75% | Add +56.5% | 154,668 | $2.0M |
| LPL Financial LLC | 0.00% | Add +1.0% | 132,850 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.2% | 113,016 | $1.5M |
| Riverbridge Partners LLC | 0.02% | Add +41.8% | 106,333 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | New | 101,605 | $1.3M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -9.7% | 87,401 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +14.7% | 71,436 | $907K |
| Dakota Wealth Management | 0.02% | Reduce -1.2% | 61,850 | $785K |
| Raymond James Financial Inc. | 0.00% | — | 59,050 | $750K |
| StoneX Group Inc. | 0.03% | New | 47,023 | $597K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 43,281 | $550K |
| Transform Wealth, LLC | 0.03% | New | 42,800 | $544K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 25,466 | $323K |
| Jefferies Financial Group Inc. | 0.00% | New | 25,000 | $318K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 24,370 | $309K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 22,972 | $292K |
| Comerica Bank | 0.00% | Add +160.9% | 19,612 | $249K |
| Wedbush Securities Inc. | 0.01% | Add +12.0% | 17,759 | $226K |
| Catalina Capital Group, LLC | 0.07% | New | 16,052 | $204K |
| SFI Advisors, LLC | 0.12% | No change | 13,513 | $172K |
| Lido Advisors, LLC | 0.00% | No change | 13,467 | $171K |
| D.A. Davidson & Co. | 0.00% | No change | 12,800 | $163K |
| Ignite Planners, LLC | 0.03% | Reduce -2.1% | 11,028 | $142K |
| Worth Asset Management, LLC | 0.07% | New | 10,964 | $139K |
| Readystate Asset Management LP | 0.01% | New | 10,848 | $138K |
| Live Oak Private Wealth LLC | 0.02% | No change | 10,630 | $135K |
| Mountain Hill Investment Partners Corp. | 0.03% | — | 2,500 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.8% | 1,417 | $18K |
| Larson Financial Group LLC | 0.00% | Add +2.6% | 356 | $5K |
"% 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.