Angel Oak Financial Strategies Income Term Trust
FINS- Exchange
- NYSE
- SEC CIK
- 0001745059
In the last 90 days, Angel Oak Financial Strategies Income Term Trust insiders filed 2 open-market purchases and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $297.8M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 29 | 36 | +7 |
| Shares | 5.78M | 8.52M | +2.74M (+47.4%) |
| Value | $98.5M | $145.0M | +$46.5M (+47.2%) |
New holders (10)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 155,383 | $2.65M | 1.23% |
| Twelve Points Wealth Management LLC | 128,889 | $2.20M | 1.78% |
| Marks Group Wealth Management, Inc | 72,000 | $1.23M | 0.15% |
| Envestnet Asset Management Inc | 50,210 | $857.0K | 0.00% |
| Citadel Advisors LLC | 28,617 | $488.0K | 0.00% |
| Pekin Hardy Strauss, Inc. | 21,790 | $372.0K | 0.05% |
| Landscape Capital Management, L.L.C. | 17,642 | $301.0K | 0.04% |
| SFI Advisors, LLC | 14,321 | $248.0K | 0.22% |
| Sterling Investment Advisors, Ltd. | 14,300 | $244.0K | 0.07% |
| Column Capital Advisors, LLC | 1,500 | $26.0K | 0.01% |
Sold out (3)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Vivaldi Capital Management, LLC | 322,350 | $5.49M |
| Barclays PLC | 36,700 | $693.0K |
| Boothbay Fund Management, LLC | 12,500 | $213.0K |