Who owns Angel Oak Financial?
- Ticker: FINS
- CUSIP Number: 03464a100
Tip: Access positions for across all investors
Analyze quarterly positions in Angel Oak Financial with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Angel Oak Financial this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Karpus Investment Management | 4.3M | $57M | -3% | Sep 2024 |
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Morgan Stanley | 2.2M | $28M | -2% | Jun 2024 |
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Atlas Wealth | 819k | $10B | 100% | Jun 2024 |
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Nations Financial Group | 541k | $7.1M | 5% | Sep 2024 |
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Royal Bank of Canada | 278k | $3.7M | 3% | Sep 2024 |
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Stifel Financial | 230k | $2.9M | 0% | Jun 2024 |
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Wells Fargo & Company | 175k | $2.3M | 2% | Sep 2024 |
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LPL Financial | 132k | $1.7M | 0% | Sep 2024 |
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Chicago Partners Investment | 113k | $1.5M | 0% | Sep 2024 |
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Shaker Financial Services | 99k | $1.3M | 18% | Sep 2024 |
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Twelve Points Wealth Management | 97k | $1.3M | 0% | Sep 2024 |
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Riverbrige Partners | 75k | $992k | 100% | Sep 2024 |
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Oakmont Partners | 63k | $828k | 0% | Sep 2024 |
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First Trust Advisors | 62k | $823k | 49% | Sep 2024 |
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Raymond James & Associates | 62k | $821k | -19% | Sep 2024 |
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Advisor Group Holdings | 47k | $622k | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 24k | $302k | 0% | Jun 2024 |
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Envestnet Asset Management | 24k | $321k | 44% | Sep 2024 |
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Cetera Investment Advisers | 17k | $205k | 29% | Jun 2024 |
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D.A. Davidson & Co. | 16k | $202k | -2% | Jun 2024 |
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Wedbush Morgan Securities | 16k | $210k | -21% | Sep 2024 |
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SFI Advisors | 14k | $179k | -2% | Sep 2024 |
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Lido Advisors | 14k | $167k | 0% | Jun 2024 |
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Commonwealth Equity Services | 12k | $154k | 100% | Sep 2024 |
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Ignite Planners | 11k | $149k | -9% | Sep 2024 |
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Live Oak Private Wealth | 11k | $141k | 0% | Sep 2024 |
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Brian McDonald | 7.5k | $99k | 5% | Sep 2024 |
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Old Point Trust & Financial Services N A | 2.0k | $26k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 1.4k | $18k | 0% | Jun 2024 |
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Bessemer | 852.00 | $11k | 100% | Sep 2024 |
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Plante Moran Financial Advisors | 586.00 | $7.7k | 100% | Sep 2024 |
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Larson Financial Group | 347.00 | $4.6k | 100% | Sep 2024 |
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Who sold out of Angel Oak Financial?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Landscape Capital Management | Jun 2024 | 30k | $373k |
Bank of America Corporation | Jun 2024 | 25k | $309k |
Raymond James Trust | Jun 2024 | 12k | $153k |
Parkside Financial Bank & Trust | Jun 2024 | 800.00 | $9.9k |