Angel Oak Financial Strategies Income Term Trust
FINS · NYSE
Filings42
Total reported value$285.4M
| Manager | Shares | Value | Change |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10M | $130.7M | +3.3% |
| Karpus Management, Inc. | 5.3M | $69.7M | -4.3% |
| WELLS FARGO & COMPANY/MN | 1.4M | $18.8M | +4.2% |
| UBS Group AG | 792.9K | $10.4M | -25.1% |
| MORGAN STANLEY | 745K | $9.8M | -0.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 510.4K | $6.7M | -1.5% |
| ROYAL BANK OF CANADA | 402.4K | $5.3M | +13.5% |
| STIFEL FINANCIAL CORP | 400.8K | $5.3M | -0.1% |
| Advisors Asset Management, Inc. | 366.4K | $4.8M | +3.7% |
| ENVESTNET ASSET MANAGEMENT INC | 323.2K | $4.2M | +35.2% |
| Thomas J. Herzfeld Advisors, Inc. | 207.5K | $2.7M | +1.9% |
| LPL Financial LLC | 179K | $2.3M | -0.2% |
| FIRST TRUST ADVISORS LP | 176K | $2.3M | +16.8% |
| Shaker Financial Services, LLC | 145K | $1.9M | -14.9% |
| RIVERBRIDGE PARTNERS LLC | 124.8K | $1.6M | +2.4% |
| RAYMOND JAMES FINANCIAL INC | 94.1K | $1.2M | +12.9% |
| Twelve Points Wealth Management LLC | 85.8K | $1.1M | -0.5% |
| Dakota Wealth Management | 77.8K | $1.0M | -7.8% |
| Kovitz Investment Group Partners, LLC | 70.8K | $927.9K | +7.3% |
| ADVISOR GROUP HOLDINGS, INC. | 66.4K | $870.4K | -1.9% |
| Cetera Investment Advisers | 50.6K | $663.7K | +21.5% |
| CI Private Wealth, LLC | 30K | $393.3K | 0.0% |
| CHOREO, LLC | 27.4K | $359.0K | +2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.4K | $319.5K | 0.0% |
| Live Oak Private Wealth LLC | 21.7K | $284.1K | 0.0% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 19.1K | $249.8K | +3.9% |
| Rockefeller Capital Management L.P. | 18.2K | $238.4K | +2.0% |
| WEDBUSH SECURITIES INC | 16.1K | $210.9K | 0.0% |
| Catalina Capital Group, LLC | 16.1K | $210.4K | 0.0% |
| Lido Advisors, LLC | 13.5K | $176.6K | 0.0% |
| Ignite Planners, LLC | 11.5K | $150.1K | -1.5% |
| PFG Investments, LLC | 10.1K | $132.1K | +50.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10K | $131.6K | +50.0% |
| COMERICA BANK | 6.8K | $89.1K | 0.0% |
| Mountain Hill Investment Partners Corp. | 3.3K | $43.7K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 3K | $39.5K | +162.1% |
| Larson Financial Group LLC | 383 | $5.0K | +2.3% |
| N.E.W. Advisory Services LLC | 357 | $4.7K | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3.9K | +50.0% |
| StoneX Group Inc. | 0 | $0.0 | +100.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0.0 | +100.0% |
| HighTower Advisors, LLC | 0 | $0.0 | +100.0% |