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 2022 vs. Q3 2022
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 43 | 46 | +3 |
| Shares | 8.13M | 9.67M | +1.54M (+19.0%) |
| Value | $108.7M | $123.9M | +$15.2M (+13.9%) |
New holders (10)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Karpus Management, Inc. | 1,621,878 | $20.8M | 0.70% |
| Atlas Wealth LLC | 718,643 | $9.21M | 2.48% |
| Dakota Wealth Management | 34,500 | $441.9K | 0.03% |
| HighTower Advisors, LLC | 33,961 | $431.0K | 0.00% |
| Jane Street Group, LLC | 28,605 | $366.4K | 0.00% |
| Susquehanna International Group, LLP | 22,364 | $286.5K | 0.00% |
| Elequin Capital LP | 4,209 | $53.9K | 0.02% |
| Advisory Services Network, LLC | 1,817 | $23.3K | 0.00% |
| Bessemer Group Inc | 601 | $8.00K | 0.00% |
| JPMorgan Chase & Co | 166 | $2.00K | 0.00% |
Sold out (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Shaker Financial Services, LLC | 46,654 | $625.0K |
| Ameriprise Financial Inc | 43,519 | $583.0K |
| Foresight Wealth Management, LLC | 24,115 | $323.0K |
| Pathstone Family Office, LLC | 20,070 | $268.9K |
| Quantedge Capital Pte Ltd | 15,908 | $213.0K |
| Howard Wealth Management, LLC | 13,155 | $176.0K |
| FMR LLC | 1 | $0 |