Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Total 13F shares
-
6,915,144
-
Share change
-
+5,115,907
-
Total reported value
-
$351,840,128
-
Price per share
-
$50.88
-
Number of holders
-
28
-
Value change
-
+$260,276,259
-
Number of buys
-
22
-
Number of sells
-
7
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q1 2024
As of 31 Mar 2024,
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,915,144 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Gratus Capital, LLC, Requisite Capital Management, LLC, Camarda Financial Advisors, LLC, STIFEL FINANCIAL CORP, Congress Wealth Management LLC / DE /, Sage Mountain Advisors LLC, Heritage Trust Co, UBS Group AG, and LPL Financial LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.