Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / OAK ULTRASHORT
-
Total 13F shares
-
7,928,983
-
Share change
-
+1,013,829
-
Total reported value
-
$403,545,141
-
Price per share
-
$50.89
-
Number of holders
-
36
-
Value change
-
+$51,600,647
-
Number of buys
-
28
-
Number of sells
-
8
Institutional Holders of ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) as of Q2 2024
As of 30 Jun 2024,
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT (UYLD) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,928,983 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Gratus Capital, LLC, Congress Wealth Management LLC / DE /, Requisite Capital Management, LLC, UBS Group AG, STIFEL FINANCIAL CORP, Camarda Financial Advisors, LLC, Janney Montgomery Scott LLC, Heritage Trust Co, and MIDLAND WEALTH ADVISORS LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q2 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.