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.
Q2 2023 vs. Q1 2023
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 42 | 35 | −7 |
| Shares | 10.2M | 10.6M | +460.0K (+4.5%) |
| Value | $125.4M | $125.6M | +$205.3K (+0.2%) |
New holders (3)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 25,115 | $296.6K | 0.00% |
| HighTower Advisors, LLC | 11,000 | $131.0K | 0.00% |
| Old Point Trust & Financial Services N A | 2,000 | $23.6K | 0.01% |
Sold out (10)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 218,277 | $2.69M |
| Envestnet Asset Management Inc | 93,116 | $1.15M |
| Corrado Advisors, LLC | 60,744 | $749.0K |
| Susquehanna International Group, LLP | 17,522 | $216.0K |
| Pekin Hardy Strauss, Inc. | 12,952 | $159.7K |
| Weiss Asset Management LP | 10,351 | $127.6K |
| Elequin Capital LP | 4,946 | $61.0K |
| Advisory Services Network, LLC | 1,817 | $22.4K |
| Spire Wealth Management | 281 | $3.46K |
| JPMorgan Chase & Co | 53 | $1.00K |