Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Angel Oak Financial Strategies Income Term Trust termasuk Kovitz Investment Group Partners, LLC, CI Private Wealth, LLC, Rsm Us Wealth Management Llc, Northwestern Mutual Wealth Management Co, RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, dan RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 163,730 | 22.75 | 2,125 | 18.19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 65,218 | 847 | ||||||
| 2025-08-25 | NP | SIBAX - Sit Balanced Fund | 27,282 | 49.90 | 354 | 44.49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36,783 | 3.73 | 477 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 80,095 | 36.72 | 1,040 | 31.69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179,345 | 33.16 | 2,328 | 28.21 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,334 | 199 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 518,062 | 1.37 | 6,724 | -2.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,279 | 22.68 | 237 | 17.91 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 11,620 | 12.28 | 150 | 9.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 63 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,833 | 76 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 121,663 | 3.92 | 1,579 | 0.06 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 5,531,335 | 56.15 | 71,797 | 50.36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,373,539 | 1.61 | 17,829 | -2.16 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 140,399 | 63.55 | 1,822 | 57.48 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 37 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 339,770 | 17.59 | 4,411 | 13.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 401,348 | 23.35 | 5,210 | 18.79 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 83,435 | 34.90 | 1,083 | 29.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,868 | 141 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 147,729 | 175.32 | 1,918 | 165.15 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 3,333 | 33.32 | 43 | 30.30 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,815 | 231 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 374 | 2.75 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 352,176 | 39.34 | 4,571 | 34.16 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 9,628,897 | 81.61 | 125 | 74.65 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 203,446 | 2,641 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 21,670 | 103.86 | 281 | 96.50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 952,187 | 26.17 | 12,359 | 21.49 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,318 | 36.91 | 858 | 31.80 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 43,350 | 1.29 | 584 | 7.55 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 193,715 | 1.60 | 2,611 | 7.85 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,565 | 345 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,000 | 389 |
