Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Angel Oak Financial Strategies Income Term Trust comprennent 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, et RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
