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.
Q3 2023 vs. Q2 2023
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 35 | 33 | −2 |
| Shares | 10.6M | 11.0M | +378.4K (+3.6%) |
| Value | $125.6M | $132.6M | +$6.93M (+5.5%) |
New holders (5)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ignite Planners, LLC | 29,268 | $349.5K | 0.11% |
| Comerica Bank | 17,111 | $206.0K | 0.00% |
| Susquehanna International Group, LLP | 10,559 | $127.1K | 0.00% |
| Bessemer Group Inc | 541 | $7.00K | 0.00% |
| Highlander Capital Management, LLC | 500 | $6.00K | 0.00% |
Sold out (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Citadel Advisors LLC | 25,115 | $296.6K |
| Guggenheim Capital LLC | 19,951 | $235.6K |
| Landscape Capital Management, L.L.C. | 15,341 | $181.2K |
| Rockefeller Capital Management L.P. | 13,334 | $157.5K |
| Old Point Trust & Financial Services N A | 2,000 | $23.6K |
| CWM, LLC | 1,100 | $13.0K |
| Bank of America Corp | 248 | $2.93K |