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About 125.38% of FINS shares are held by financial institutions. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 10.34K shares valued at $131.88K. A 0.04% stake in Angel Oak Financial Strategies Income Term Trust is owned by the company. SHAKER FINANCIAL SERVICES, LLC owns 11.95K shares valued at $152.41K, which translates its holding of 0.05% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 10.34K | 131.88K | 154 | +1.51% |
| Mar 31, 2026 | SHAKER FINANCIAL SERVICES, LLC | 0.05% | 11.95K | 152.41K | -93.29K | -88.64% |
| Mar 31, 2026 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 171.7K | 0 | 0 |
| Mar 31, 2026 | MAYFLOWER FINANCIAL ADVISORS, LLC | 0.07% | 18.7K | 238.43K | 18.7K | +100.00% |
| Mar 31, 2026 | WEDBUSH SECURITIES INC | 0.07% | 18.81K | 240K | 827 | +4.60% |
| Mar 31, 2026 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.08% | 19.69K | 251K | 1.5K | +8.25% |
| Mar 31, 2026 | LIVE OAK PRIVATE WEALTH LLC | 0.09% | 21.67K | 276.29K | 0 | 0 |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 308.28K | 0 | 0 |
| Mar 31, 2026 | SUMMIT ASSET MANAGEMENT, LLC | 0.1% | 26K | 331.5K | 0 | 0 |
| Mar 31, 2026 | CHOREO, LLC | 0.1% | 26.02K | 331.76K | -2.73K | -9.48% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.15% | 37.73K | 481.04K | -19.02K | -33.51% |
| Mar 31, 2026 | INVESCO LTD. | 0.17% | 42.62K | 543.46K | 2.9K | +7.29% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.31% | 79K | 1.01M | -1.08K | -1.35% |
| Mar 31, 2026 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.31% | 79.15K | 1.01M | 7.63K | +10.66% |
| Mar 31, 2026 | DAKOTA WEALTH MANAGEMENT | 0.32% | 80.84K | 1.03M | 3K | +3.85% |
| Mar 31, 2026 | 0.48% | 120.7K | 1.54M | -564 | -0.47% | |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.7% | 177.65K | 2.26M | -5.47K | -2.99% |
| Mar 31, 2026 | THOMAS J. HERZFELD ADVISORS, INC. | 0.77% | 193.43K | 2.47M | -23.08K | -10.66% |
| Mar 31, 2026 | FIRST TRUST ADVISORS LP | 0.8% | 203.08K | 2.59M | 15.75K | +8.41% |
| Mar 31, 2026 | RIVERBRIDGE PARTNERS LLC | 0.92% | 233.48K | 2.98M | 17.97K | +8.34% |
| Mar 31, 2026 | NOBLE WEALTH MANAGEMENT PBC | 0.93% | 235.47K | 3M | -350 | -0.15% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.95% | 239.4K | 3.05M | -124.55K | -34.22% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 1.47% | 371.5K | 4.74M | -46.67K | -11.16% |
| Mar 31, 2026 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.92% | 484.45K | 6.18M | 0 | 0 |
| Mar 31, 2026 | UBS GROUP AG | 2.93% | 740.59K | 9.44M | 20.32K | +2.82% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 5.03% | 1.27M | 16.19M | -31.8K | -2.44% |
| Mar 31, 2026 | KARPUS MANAGEMENT, INC. | 18.59% | 4.7M | 59.9M | -453.2K | -8.80% |
| Mar 31, 2026 | SIT INVESTMENT ASSOCIATES INC | 43.03% | 10.87M | 138.64M | 587.9K | +5.72% |
| Mar 31, 2026 | STONEX GROUP INC. | 0% | 0 | - | -15.35K | -100.00% |
| Mar 31, 2026 | HIGHLINE WEALTH PARTNERS LLC | 0% | 300 | 3.83K | 0 | 0 |
| Mar 31, 2026 | N.E.W. ADVISORY SERVICES LLC | 0% | 357 | 4.55K | 0 | 0 |
| Mar 31, 2026 | GHP INVESTMENT ADVISORS, INC. | 0.01% | 2.5K | 31.88K | 2.5K | +100.00% |
| Mar 31, 2026 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.01% | 3.33K | 42.5K | 0 | 0 |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.02% | 4.45K | 56.69K | 4.45K | +100.00% |
| Mar 31, 2026 | CORECAP ADVISORS, LLC | 0.03% | 7.26K | 92.55K | 7.26K | +100.00% |
| Mar 31, 2026 | PFG INVESTMENTS, LLC | 0.04% | 10.08K | 128.52K | 0 | 0 |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0% | 0 | - | -4K | -100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.22% | 56.75K | 749.64K | 6.12K | +12.09% |
| Dec 31, 2025 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.28% | 71.52K | 942.97K | -14.29K | -16.65% |
| Dec 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.42% | 105.24K | 1.39M | -39.74K | -27.41% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.28% | 71.18K | 940.34K | 4.79K | +7.22% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 1.66% | 418.16K | 5.52M | 17.39K | +4.34% |
| Dec 31, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.92% | 484.45K | 6.4M | -26K | -5.09% |
| Dec 31, 2025 | MORGAN STANLEY | 2.59% | 655.58K | 8.66M | -89.41K | -12.00% |
| Dec 31, 2025 | UBS GROUP AG | 2.85% | 720.28K | 9.51M | -72.6K | -9.16% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 5.15% | 1.3M | 17.19M | -135.17K | -9.41% |
| Dec 31, 2025 | 0.48% | 121.26K | 1.6M | 121.26K | +100.00% | |
| Dec 31, 2025 | KARPUS MANAGEMENT, INC. | 20.39% | 5.15M | 68.05M | -162.94K | -3.07% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 40.71% | 10.29M | 135.88M | 316.52K | +3.17% |
| Dec 31, 2025 | CATALINA CAPITAL GROUP, LLC | 0% | 0 | - | -16.05K | -100.00% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.12% | 30K | 396.3K | 0 | 0 |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.28% | 70.78K | 934.99K | 70.78K | +100.00% |
| Dec 31, 2025 | DAKOTA WEALTH MANAGEMENT | 0.31% | 77.84K | 1.03M | 0 | 0 |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.32% | 80.08K | 1.06M | -14K | -14.88% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.72% | 183.12K | 2.42M | 4.15K | +2.32% |
| Dec 31, 2025 | FIRST TRUST ADVISORS LP | 0.74% | 187.33K | 2.47M | 11.36K | +6.46% |
| Dec 31, 2025 | RIVERBRIDGE PARTNERS LLC | 0.85% | 215.51K | 2.85M | 90.76K | +72.75% |
| Dec 31, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.86% | 216.51K | 2.86M | 9K | +4.34% |
| Dec 31, 2025 | NOBLE WEALTH MANAGEMENT PBC | 0.93% | 235.82K | 3.12M | -11.22K | -4.54% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.44% | 363.95K | 4.81M | 40.74K | +12.61% |
| Dec 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.44% | 364.07K | 4.81M | -2.33K | -0.63% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 322.42K | 0 | 0 |
| Dec 31, 2025 | SUMMIT ASSET MANAGEMENT, LLC | 0.1% | 26K | 343.46K | 26K | +100.00% |
| Dec 31, 2025 | CHOREO, LLC | 0.11% | 28.75K | 379.2K | 1.37K | +4.99% |
| Dec 31, 2025 | INVESCO LTD. | 0.16% | 39.73K | 524.79K | 39.73K | +100.00% |
| Dec 31, 2025 | IGNITE PLANNERS, LLC | 0% | 0 | - | -11.45K | -100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -3.01K | -100.00% |
| Dec 31, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 300 | 3.96K | 0 | 0 |
| Dec 31, 2025 | N.E.W. ADVISORY SERVICES LLC | 0% | 357 | 4.72K | 0 | 0 |
| Dec 31, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 393 | 5.2K | 10 | +2.61% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 11.43K | 150.96K | 11.43K | +100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 1.62% | 409.55K | 5.41M | 7.19K | +1.79% |
| Dec 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0% | 0 | - | -70.78K | -100.00% |
| Dec 31, 2025 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.01% | 3.33K | 44.03K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 4K | 52.84K | 4K | +100.00% |
| Dec 31, 2025 | COMERICA BANK | 0.02% | 4.45K | 58.73K | -2.35K | -34.61% |
| Dec 31, 2025 | PFG INVESTMENTS, LLC | 0.04% | 10.08K | 133.16K | 5 | +0.05% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 10.19K | 134.59K | 149 | +1.48% |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 176.55K | 0 | 0 |
| Dec 31, 2025 | STONEX GROUP INC. | 0.06% | 15.35K | 202.76K | 15.35K | +100.00% |
| Dec 31, 2025 | WEDBUSH SECURITIES INC | 0.07% | 17.98K | 238K | 1.89K | +11.77% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 18.19K | 240.24K | 4 | +0.02% |
| Dec 31, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.09% | 21.67K | 286.26K | 0 | 0 |
| Dec 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.2% | 51.18K | 676.11K | 32.13K | +168.64% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 10.04K | 132K | 10.04K | +100.00% |
| Sep 30, 2025 | NOBLE WEALTH MANAGEMENT PBC | 0.98% | 247.04K | 3.24M | 247.04K | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.71% | 178.96K | 2.35M | -383 | -0.21% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.28% | 70.78K | 927.91K | 5.56K | +8.53% |
| Sep 30, 2025 | CATALINA CAPITAL GROUP, LLC | 0.06% | 16.05K | 210.44K | 0 | 0 |
| Sep 30, 2025 | RIVERBRIDGE PARTNERS LLC | 0.49% | 124.75K | 1.64M | 3.09K | +2.54% |
| Sep 30, 2025 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 176.55K | 0 | 0 |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.7% | 175.97K | 2.31M | 35.57K | +25.33% |
| Sep 30, 2025 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.34% | 85.81K | 1.12M | -414 | -0.48% |
| Sep 30, 2025 | IGNITE PLANNERS, LLC | 0.05% | 11.45K | 150.14K | -168 | -1.45% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 39.46% | 9.97M | 130.7M | 340.32K | +3.53% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 5.69% | 1.44M | 18.84M | 63.17K | +4.60% |
| Sep 30, 2025 | UBS GROUP AG | 3.14% | 792.88K | 10.39M | -159.31K | -16.73% |
| Sep 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.02% | 510.45K | 6.69M | -7.62K | -1.47% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.2% | 50.63K | 663.75K | 13.85K | +37.64% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.12% | 30K | 393.3K | 0 | 0 |
| Sep 30, 2025 | PFG INVESTMENTS, LLC | 0.04% | 10.08K | 132.08K | 10.08K | +100.00% |
| Sep 30, 2025 | COMERICA BANK | 0.03% | 6.8K | 89.14K | 0 | 0 |
| Sep 30, 2025 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.01% | 3.33K | 43.7K | 0 | 0 |
| Sep 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 383 | 5.03K | 9 | +2.41% |
| Sep 30, 2025 | N.E.W. ADVISORY SERVICES LLC | 0% | 357 | 4.68K | 0 | 0 |
| Sep 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.31% | 77.84K | 1.02M | -5.6K | -6.71% |
| Sep 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.09% | 21.67K | 284.09K | 0 | 0 |
| Sep 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.08% | 19.05K | 249.77K | 773 | +4.23% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 18.18K | 238.37K | 367 | +2.06% |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.06% | 16.09K | 211K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 3.01K | 39.46K | -7.86K | -72.30% |
| Sep 30, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 300 | 3.93K | 300 | +100.00% |
| Sep 30, 2025 | STONEX GROUP INC. | 0% | 0 | - | -21.46K | -100.00% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -5.83K | -100.00% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -15.33K | -100.00% |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.57% | 144.98K | 1.9M | -18.75K | -11.45% |
| Sep 30, 2025 | CHOREO, LLC | 0.11% | 27.38K | 358.97K | 816 | +3.07% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 322.54K | 0 | 0 |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 21.03% | 5.31M | 69.67M | -217.35K | -3.93% |
| Sep 30, 2025 | MORGAN STANLEY | 2.95% | 744.98K | 9.77M | -2.69K | -0.36% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 1.59% | 402.37K | 5.28M | 62.6K | +18.42% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.37% | 94.08K | 1.23M | 13.99K | +17.46% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 66.39K | 870.75K | -1.25K | -1.85% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 1.59% | 400.78K | 5.25M | -572 | -0.14% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.45% | 366.4K | 4.8M | 14.22K | +4.04% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.28% | 323.21K | 4.24M | 175.48K | +118.79% |
| Sep 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.82% | 207.51K | 2.72M | 4.07K | +2.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 10.87K | 141.07K | 10.87K | +100.00% |
| Jun 30, 2025 | COMERICA BANK | 0.03% | 6.8K | 88.25K | -566 | -7.69% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.12% | 30K | 389.4K | 30K | +100.00% |
| Jun 30, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.07% | 18.28K | 237.26K | 3.38K | +22.68% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 5.83K | 75.71K | 5.83K | +100.00% |
| Jun 30, 2025 | N.E.W. ADVISORY SERVICES LLC | 0% | 357 | 4.63K | -357 | -50.00% |
| Jun 30, 2025 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.01% | 3.33K | 43.26K | 833 | +33.32% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 319.73K | 0 | 0 |
| Jun 30, 2025 | CHOREO, LLC | 0.11% | 26.57K | 344.81K | 26.57K | +100.00% |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.26% | 65.22K | 846.53K | 65.22K | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.27% | 67.64K | 878.01K | -8.01K | -10.59% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.32% | 80.1K | 1.04M | 21.51K | +36.72% |
| Jun 30, 2025 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.34% | 86.23K | 1.12M | -308 | -0.36% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.65% | 163.73K | 2.13M | 30.35K | +22.75% |
| Jun 30, 2025 | THOMAS J. HERZFELD ADVISORS, INC. | 0.81% | 203.45K | 2.64M | 203.45K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 2.96% | 747.67K | 9.7B | -59.06K | -7.32% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 21.89% | 5.53M | 71.8M | 1.99M | +56.15% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 38.11% | 9.63M | 124.98M | 4.33M | +81.61% |
| Jun 30, 2025 | SFI ADVISORS, LLC | 0% | 0 | - | -13.51K | -100.00% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.15% | 36.78K | 477.45K | 1.32K | +3.73% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.56% | 140.4K | 1.82M | 54.55K | +63.55% |
| Jun 30, 2025 | WEDBUSH SECURITIES INC | 0.06% | 16.09K | 209K | -500 | -3.01% |
| Jun 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.09% | 21.67K | 281.28K | 11.04K | +103.86% |
| Jun 30, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0% | 0 | - | -10.14K | -100.00% |
| Jun 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 374 | 4.85K | 10 | +2.75% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 5.44% | 1.37M | 17.83M | 21.73K | +1.61% |
| Jun 30, 2025 | UBS GROUP AG | 3.77% | 952.19K | 12.36M | 197.49K | +26.17% |
| Jun 30, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.05% | 518.06K | 6.72M | 7K | +1.37% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 1.59% | 401.35K | 5.21M | 75.98K | +23.35% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.39% | 352.18K | 4.57M | 99.43K | +39.34% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 1.34% | 339.77K | 4.41M | 50.83K | +17.59% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.58% | 147.73K | 1.92M | 94.07K | +175.32% |
| Jun 30, 2025 | RIVERBRIDGE PARTNERS LLC | 0.48% | 121.66K | 1.58M | 4.59K | +3.92% |
| Jun 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.33% | 83.44K | 1.08M | 21.59K | +34.90% |
| Jun 30, 2025 | STONEX GROUP INC. | 0.08% | 21.46K | 278.49K | -27.46K | -56.14% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 17.82K | 231.24K | 17.82K | +100.00% |
| Jun 30, 2025 | CATALINA CAPITAL GROUP, LLC | 0.06% | 16.05K | 208.36K | 0 | 0 |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.06% | 15.33K | 199.04K | 15.33K | +100.00% |
| Jun 30, 2025 | 0.01% | 3.33K | 43.26K | 833 | +33.32% | |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.71% | 179.35K | 2.33M | 44.66K | +33.16% |
| Jun 30, 2025 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 174.8K | 0 | 0 |
| Jun 30, 2025 | IGNITE PLANNERS, LLC | 0.05% | 11.62K | 150.48K | 1.27K | +12.28% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.23% | 58.59K | 789.73K | -465 | -0.79% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.21% | 53.66K | 723.3K | 28.19K | +110.70% |
| Mar 31, 2025 | RIVERBRIDGE PARTNERS LLC | 0.46% | 117.07K | 1.58M | 10.74K | +10.10% |
| Mar 31, 2025 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.34% | 86.53K | 1.17M | -867 | -0.99% |
| Mar 31, 2025 | FIRST TRUST ADVISORS LP | 0.34% | 85.85K | 1.16M | 14.41K | +20.17% |
| Mar 31, 2025 | SFI ADVISORS, LLC | 0.05% | 13.51K | 182.16K | 0 | 0 |
| Mar 31, 2025 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 181.54K | 0 | 0 |
| Mar 31, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 10.63K | 143.29K | 0 | 0 |
| Mar 31, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.04% | 10.14K | 133.57K | -102.88K | -91.03% |
| Mar 31, 2025 | COMERICA BANK | 0.03% | 7.37K | 99.28K | -12.25K | -62.45% |
| Mar 31, 2025 | 0.01% | 2.5K | 33.7K | 0 | 0 | |
| Mar 31, 2025 | N.E.W. ADVISORY SERVICES LLC | 0% | 714 | 9.63K | 714 | +100.00% |
| Mar 31, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 364 | 4.91K | 8 | +2.25% |
| Mar 31, 2025 | JEFFERIES FINANCIAL GROUP INC. | 0% | 0 | - | -25K | -100.00% |
| Mar 31, 2025 | READYSTATE ASSET MANAGEMENT LP | 0% | 0 | - | -10.85K | -100.00% |
| Mar 31, 2025 | WORTH ASSET MANAGEMENT, LLC | 0% | 0 | - | -10.96K | -100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 75.66K | 1.02M | 32.38K | +74.80% |
| Mar 31, 2025 | TRANSFORM WEALTH, LLC | 0.17% | 43.35K | 584.36K | 550 | +1.28% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -1.42K | -100.00% |
| Mar 31, 2025 | STONEX GROUP INC. | 0.19% | 48.91K | 659.35K | 1.89K | +4.02% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.14% | 35.46K | 477.98K | 12.49K | +54.36% |
| Mar 31, 2025 | D.A. DAVIDSON & CO. | 0% | 0 | - | -12.8K | -100.00% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.53% | 133.38K | 1.8M | -21.28K | -13.76% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.53% | 134.69K | 1.82M | 1.84K | +1.38% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 1.29% | 325.36K | 4.39M | 31.92K | +10.88% |
| Mar 31, 2025 | WEDBUSH SECURITIES INC | 0.07% | 16.59K | 224K | -1.17K | -6.61% |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 14.02% | 3.54M | 47.75M | -229.15K | -6.08% |
| Mar 31, 2025 | IGNITE PLANNERS, LLC | 0.04% | 10.35K | 137.33K | -679 | -6.16% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 20.98% | 5.3M | 71.47M | 144.35K | +2.80% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 5.35% | 1.35M | 18.22M | 241.57K | +21.76% |
| Mar 31, 2025 | MORGAN STANLEY | 3.19% | 806.73K | 10.87M | -71.29K | -8.12% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 328.51K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 2.99% | 754.7K | 10.17M | 59.77K | +8.60% |
| Mar 31, 2025 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.02% | 511.06K | 6.89M | -8K | -1.54% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 1.14% | 288.95K | 3.9M | 8.15K | +2.90% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1% | 252.75K | 3.41M | 151.14K | +148.76% |
| Mar 31, 2025 | DAKOTA WEALTH MANAGEMENT | 0.24% | 61.85K | 833.74K | 0 | 0 |
| Mar 31, 2025 | CATALINA CAPITAL GROUP, LLC | 0.06% | 16.05K | 216.38K | 0 | 0 |
| Mar 31, 2025 | WILEY BROS.-AINTREE CAPITAL, LLC | 0.06% | 14.9K | 201.3K | 14.9K | +100.00% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.05% | 12.91K | 161.29K | 2.3K | +21.65% |
| Mar 31, 2024 | FMR LLC | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -2.61K | -100.00% |
| Mar 31, 2024 | FISHER ASSET MANAGEMENT, LLC | 0% | 0 | - | -18.48K | -100.00% |
| Mar 31, 2024 | WOLVERINE TRADING, LLC | 0% | 0 | - | -415.6K | -100.00% |
| Mar 31, 2024 | BESSEMER GROUP INC | 0% | 0 | - | -567 | -100.00% |
| Mar 31, 2024 | WEISS ASSET MANAGEMENT LP | 0% | 0 | - | -27.86K | -100.00% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -24.11K | -100.00% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -33.25K | -100.00% |
| Mar 31, 2024 | ELEQUIN SECURITIES, LLC | 0% | 0 | - | -7.44K | -100.00% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.25% | 61.78K | 771.57K | 1.68K | +2.79% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.38% | 94.87K | 1.18M | -7.06K | -6.93% |
| Mar 31, 2024 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.39% | 96.79K | 1.21M | -2.09K | -2.12% |
| Mar 31, 2024 | EQUITEC PROPRIETARY MARKETS, LLC | 0.44% | 111K | 1.39M | -34.56K | -23.74% |
| Mar 31, 2024 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.45% | 112.81K | 1.39M | 250 | +0.22% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.51% | 128.92K | 1.61M | -11.83K | -8.41% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.67% | 168.57K | 2.11M | -6.4K | -3.66% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.92% | 231.04K | 2.89M | 11.78K | +5.37% |
| Mar 31, 2024 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2% | 500.8K | 6.25M | 51.35K | +11.43% |
| Mar 31, 2024 | UBS GROUP AG | 2.86% | 716.18K | 8.95M | -105.83K | -12.87% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 9.25% | 2.32M | 28.95M | 1.51M | +187.91% |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 17.99% | 4.51M | 56.33M | 285.91K | +6.77% |
| Mar 31, 2024 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0% | 500 | 6.25K | 0 | 0 |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 1.42K | 17.7K | 0 | 0 |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.01% | 1.93K | 24.13K | 332 | +20.75% |
| Mar 31, 2024 | OLD POINT TRUST & FINANCIAL SERVICES N A | 0.01% | 2K | 24.98K | 0 | 0 |
| Mar 31, 2024 | IGNITE PLANNERS, LLC | 0.05% | 11.72K | 146.45K | -9.45K | -44.64% |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.13% | 32.01K | 400K | -4.63K | -12.62% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 1.05% | 261.94K | 3.27M | 32.31K | +14.07% |
| Mar 31, 2024 | MORGAN STANLEY | 9.06% | 2.27M | 28.36M | 3.68K | +0.16% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.17% | 41.4K | 517.11K | 5.42K | +15.05% |
| Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.17% | 41.82K | 522.33K | 12.89K | +44.56% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.19% | 46.71K | 581.08K | -3.38K | -6.74% |
| Mar 31, 2024 | SFI ADVISORS, LLC | 0.23% | 56.63K | 707.26K | 12.68K | +28.84% |
| Mar 31, 2024 | COMERICA BANK | 0.03% | 7.38K | 92.16K | 4 | +0.05% |
| Mar 31, 2024 | CATALINA CAPITAL GROUP, LLC | 0.05% | 13.07K | 163.18K | 284 | +2.22% |
| Mar 31, 2024 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 168.2K | 0 | 0 |
| Mar 31, 2024 | D.A. DAVIDSON & CO. | 0.07% | 16.66K | 208.09K | -2.14K | -11.38% |
| Mar 31, 2024 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.1% | 24.37K | 304.38K | 13.17K | +117.59% |
| Mar 31, 2024 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 10.63K | 132.77K | 0 | 0 |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.05% | 12.33K | 154.04K | 12.33K | +100.00% |
| Mar 31, 2024 | RAYMOND JAMES TRUST N.A. | 0.05% | 12.38K | 154.68K | 12.38K | +100.00% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.05% | 12.86K | 160.65K | 12.86K | +100.00% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 3.21% | 805.14K | 9.59M | 142.59K | +21.52% |
| Dec 31, 2023 | MORGAN STANLEY | 9.04% | 2.27M | 27M | -4.22K | -0.19% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 16.85% | 4.22M | 50.3M | 649.19K | +18.16% |
| Dec 31, 2023 | FISHER ASSET MANAGEMENT, LLC | 0.07% | 18.48K | 220.11K | 18.48K | +100.00% |
| Dec 31, 2023 | LIDO ADVISORS, LLC | 0.05% | 13.47K | 160.39K | 13.47K | +100.00% |
| Dec 31, 2023 | 0.05% | 12.78K | 152.22K | 12.78K | +100.00% | |
| Dec 31, 2023 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 11.2K | 133.39K | 11.2K | +100.00% |
| Dec 31, 2023 | LIVE OAK PRIVATE WEALTH LLC | 0.04% | 10.63K | 126.6K | 0 | 0 |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.04% | 10.62K | 126.42K | 10.62K | +100.00% |
| Dec 31, 2023 | ATLAS WEALTH LLC | 0% | 0 | - | -815.92K | -100.00% |
| Dec 31, 2023 | MATISSE CAPITAL | 0% | 0 | - | -80K | -100.00% |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -469.65K | -100.00% |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.13% | 33.25K | 395.96K | 23.23K | +231.76% |
| Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.12% | 28.93K | 344.54K | 5.84K | +25.27% |
| Dec 31, 2023 | WEISS ASSET MANAGEMENT LP | 0.11% | 27.86K | 331.79K | 27.86K | +100.00% |
| Dec 31, 2023 | ELEQUIN SECURITIES, LLC | 0.03% | 7.44K | 88.65K | 7.44K | +100.00% |
| Dec 31, 2023 | COMERICA BANK | 0.03% | 7.38K | 87.84K | -9.74K | -56.90% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.01% | 2.61K | 31.09K | 2.61K | +100.00% |
| Dec 31, 2023 | OLD POINT TRUST & FINANCIAL SERVICES N A | 0.01% | 2K | 23.82K | 2K | +100.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.01% | 1.6K | 19.06K | 1.6K | +100.00% |
| Dec 31, 2023 | FMR LLC | 0% | 1 | 12 | 1 | +100.00% |
| Dec 31, 2023 | HIGHLANDER CAPITAL MANAGEMENT, LLC | 0% | 500 | 5.96K | 0 | 0 |
| Dec 31, 2023 | BESSEMER GROUP INC | 0% | 567 | 7K | 26 | +4.81% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 1.42K | 16.88K | 1.23K | +661.83% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.1% | 24.11K | 291K | -184 | -0.76% |
| Dec 31, 2023 | IGNITE PLANNERS, LLC | 0.08% | 21.16K | 251.85K | -8.1K | -27.69% |
| Dec 31, 2023 | D.A. DAVIDSON & CO. | 0.08% | 18.8K | 223.92K | 5.66K | +43.06% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.14% | 35.99K | 428.59K | 35.99K | +100.00% |
| Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.15% | 36.64K | 436K | 959 | +2.69% |
| Dec 31, 2023 | SFI ADVISORS, LLC | 0.18% | 43.95K | 523.46K | 2.94K | +7.17% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.2% | 50.08K | 596.47K | -10.87K | -17.84% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.24% | 60.1K | 715.79K | 13.18K | +28.08% |
| Dec 31, 2023 | TWELVE POINTS WEALTH MANAGEMENT LLC | 0.39% | 98.89K | 1.18M | -9.34K | -8.63% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.41% | 101.93K | 1.21M | -4.95K | -4.63% |
| Dec 31, 2023 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.45% | 112.56K | 1.37M | 249 | +0.22% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.56% | 140.75K | 1.68M | -10.22K | -6.77% |
| Dec 31, 2023 | EQUITEC PROPRIETARY MARKETS, LLC | 0.58% | 145.56K | 1.73M | -64.48K | -30.70% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.7% | 174.98K | 2.08M | -38.79K | -18.15% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.87% | 219.26K | 2.61M | 101.2K | +85.72% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.92% | 229.63K | 2.73M | 13.68K | +6.33% |
| Dec 31, 2023 | WOLVERINE TRADING, LLC | 1.66% | 415.6K | 4.95M | 0 | 0 |
| Dec 31, 2023 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.79% | 449.44K | 5.35M | 136.16K | +43.46% |
| Dec 31, 2023 | UBS GROUP AG | 3.28% | 822.01K | 9.79M | -15.81K | -1.89% |
Among the FINS insiders holding of 5.2% of the stake in company, ASHER DANIEL, 10 percent owner, holds the largest shares of 1.03M. PRABHU SREENIWAS, INVESTMENT ADVISER PRINCIPAL, is the second largest FINS insider with ownership of 175.18K shares. FIERMAN MICHAEL, INVESTMENT ADVISER PRINCIPAL, stands third with possession of 125.42K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| ASHER DANIEL | 10 percent owner | 1.03M |
| PRABHU SREENIWAS | INVESTMENT ADVISER PRINCIPAL | 175.18K |
| FIERMAN MICHAEL | INVESTMENT ADVISER PRINCIPAL | 125.42K |
| PALSSON JOHANNES | Portfolio Manager | 46.4K |
| ALBE ALVIN R JR | director | 20K |
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | 15K | |
| MULLINS ANDREA | director | 7.59K |
| PARKS KEVIN | Portfolio Manager | 5.67K |
| PATE CHERYL | 3.5K | |
| ELDREDGE WILLIAM | Chief Compliance Officer | 2.94K |
| ABGHARI NAVID | 2.44K | |
| COHEN IRA P | director | 379 |
| ANGEL OAK CAPITAL PARTNERS II, LLC | General Partner of Adviser | 0 |
| ANGEL OAK CAPITAL ADVISORS, LLC | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Feb 20, 2026 | COHEN IRA P | PURCHASE | 13.17 | 379 | 4.99K | 379 |
| Dec 12, 2025 | FIERMAN MICHAEL | PURCHASE | 13.09 | 9 | 117.81 | 125.42K |
| Nov 20, 2025 | PRABHU SREENIWAS | PURCHASE | 12.88 | 9.2K | 118.53K | 175.18K |
| Nov 07, 2025 | FIERMAN MICHAEL | PURCHASE | 13.20 | 15.9K | 209.85K | 125.41K |
| Nov 06, 2025 | FIERMAN MICHAEL | PURCHASE | 13.15 | 313 | 4.12K | 109.51K |
| Aug 12, 2025 | MULLINS ANDREA | PURCHASE | 13.15 | 7.59K | 99.76K | 7.59K |
| Aug 05, 2025 | ELDREDGE WILLIAM | PURCHASE | 13.10 | 1.92K | 25.15K | 2.94K |
| Jun 02, 2025 | PARKS KEVIN | PURCHASE | 12.83 | 1K | 12.83K | 5.67K |
| May 22, 2025 | ALBE ALVIN R JR | PURCHASE | 13.12 | 20K | 262.49K | 20K |
| May 21, 2025 | FIERMAN MICHAEL | PURCHASE | 13.35 | 66 | 881.1 | 109.2K |
| May 20, 2025 | FIERMAN MICHAEL | PURCHASE | 13.39 | 3 | 40.17 | 109.13K |
| May 19, 2025 | FIERMAN MICHAEL | PURCHASE | 13.35 | 123 | 1.64K | 109.13K |
| May 16, 2025 | FIERMAN MICHAEL | PURCHASE | 13.35 | 11 | 146.85 | 109.01K |
| May 15, 2025 | FIERMAN MICHAEL | PURCHASE | 13.34 | 1 | 13.34 | 109K |
| May 14, 2025 | FIERMAN MICHAEL | PURCHASE | 13.35 | 20 | 267 | 109K |
| Apr 14, 2025 | ELDREDGE WILLIAM | PURCHASE | 13.08 | 373 | 4.88K | 373 |
| Apr 18, 2024 | PALSSON JOHANNES | PURCHASE | 12.39 | 5.67K | 70.25K | 46.4K |
| May 18, 2023 | PARKS KEVIN | PURCHASE | 11.82 | 500 | 5.91K | 3.84K |
| Mar 16, 2023 | PARKS KEVIN | SALE | 12.53 | 2K | 25.06K | 3.34K |
| Sep 15, 2022 | PARKS KEVIN | PURCHASE | 13.86 | 593 | 8.22K | 5.34K |
| Sep 13, 2022 | ANGEL OAK CAPITAL PARTNERS II, LLC | SALE | 13.78 | 2 | 21.91 | 0 |
| Sep 10, 2021 | ABGHARI NAVID | SALE | 18.13 | 500 | 9.07K | 2.44K |
| Apr 30, 2021 | FIERMAN MICHAEL | SALE | 18.10 | 14.83K | 268.46K | 10K |
| Apr 29, 2021 | FIERMAN MICHAEL | SALE | 18.10 | 168 | 3.04K | 24.83K |
| Feb 11, 2021 | ASHER DANIEL | SALE | 17.45 | 50K | 872.5K | 1.03M |
| Jan 13, 2021 | FIERMAN MICHAEL | SALE | 17.08 | 15.15K | 258.78K | 25K |
| Jan 08, 2021 | ANGEL OAK CAPITAL ADVISORS, LLC | SALE | 16.07 | 36 | 573.47 | 0 |
| Dec 22, 2020 | ANGEL OAK CAPITAL ADVISORS, LLC | SALE | 16.43 | 5.53K | 90.82K | 0 |
| Sep 01, 2020 | PARKS KEVIN | PURCHASE | 16.78 | 1.5K | 25.17K | 2.5K |
| Aug 07, 2020 | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | PURCHASE | 19.80 | 2.5K | 49.5K | 15K |
| Aug 06, 2020 | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | PURCHASE | 19.80 | 5K | 98.99K | 12.5K |
| Aug 05, 2020 | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | PURCHASE | 19.85 | 407 | 8.08K | 7.5K |
| Aug 04, 2020 | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | PURCHASE | 19.80 | 2.09K | 41.44K | 7.09K |
| Jul 31, 2020 | ABGHARI NAVID | PURCHASE | 15.88 | 100 | 1.59K | 6.74K |
| Jul 27, 2020 | ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | PURCHASE | 19.80 | 2.5K | 49.49K | 5K |
| Jul 24, 2020 | ABGHARI NAVID | PURCHASE | 16.02 | 600 | 9.61K | 5.86K |
| Jul 07, 2020 | PATE CHERYL | SALE | 16.77 | 68 | 1.14K | 3.5K |
| Jun 30, 2020 | ASHER DANIEL | SALE | 16.93 | 1.75K | 29.68K | 1.08M |
| Jun 26, 2020 | ABGHARI NAVID | PURCHASE | 16.29 | 143 | 2.33K | 5.09K |
| Jun 19, 2020 | ASHER DANIEL | SALE | 17.11 | 559 | 9.56K | 17.69K |
| May 15, 2020 | ABGHARI NAVID | PURCHASE | 15.79 | 300 | 4.74K | 4.54K |
| Mar 23, 2020 | ABGHARI NAVID | PURCHASE | 14.61 | 500 | 7.31K | 1.97K |
| Mar 18, 2020 | ABGHARI NAVID | PURCHASE | 12.27 | 1.2K | 14.72K | 1.2K |
| Mar 18, 2020 | FIERMAN MICHAEL | PURCHASE | 16.44 | 1.47K | 24.09K | 40.15K |
| Mar 18, 2020 | PRABHU SREENIWAS | PURCHASE | 16.38 | 14.65K | 239.94K | 40.15K |
| Mar 17, 2020 | PRABHU SREENIWAS | PURCHASE | 16.36 | 500 | 8.18K | 25.5K |
| Mar 17, 2020 | FIERMAN MICHAEL | PURCHASE | 16.31 | 13.69K | 223.2K | 38.69K |
| Mar 16, 2020 | PALSSON JOHANNES | PURCHASE | 17.00 | 3K | 50.99K | 16.06K |
| Sep 23, 2019 | PALSSON JOHANNES | PURCHASE | 20.23 | 69 | 1.4K | 12.64K |
| Aug 21, 2019 | PALSSON JOHANNES | PURCHASE | 20.64 | 67 | 1.38K | 12.57K |
| Jul 08, 2019 | PATE CHERYL | PURCHASE | 20.01 | 1.5K | 30.01K | 3.75K |