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 2023 vs. Q3 2023
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 40 | +8 |
| Shares | 11.0M | 13.5K | 10.7M | −312.7K (−2.8%) |
| Value | $132.6M | $162.0K | $127.3M | −$5.09M (−3.8%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 35,986 | $428.6K | 0.04% |
| Weiss Asset Management LP | 27,858 | $331.8K | 0.02% |
| Fisher Asset Management, LLC | 18,481 | $220.1K | 0.00% |
| Lido Advisors, LLC | 13,467 | $160.4K | 0.00% |
| Catalina Capital Group, LLC | 12,781 | $152.2K | 0.12% |
| Wealth Enhancement Advisory Services, LLC | 11,200 | $133.4K | 0.00% |
| Envestnet Asset Management Inc | 10,615 | $126.4K | 0.00% |
| Elequin Capital LP | 7,443 | $88.6K | 0.03% |
| JPMorgan Chase & Co | 2,610 | $31.1K | 0.00% |
| Old Point Trust & Financial Services N A | 2,000 | $23.8K | 0.01% |
| Bank of America Corp | 1,600 | $19.1K | 0.00% |
| FMR LLC | 1 | $12 | 0.00% |
Sold out (4)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Atlas Wealth LLC | 815,921 | $9.82M |
| Saba Capital Management, L.P. | 469,649 | $5.65M |
| Matisse Capital | 80,000 | $963.2K |
| Susquehanna International Group, LLP | 10,559 | $127.1K |
Not filed for Q4 2023 yet (1)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Claybrook Capital, LLC | 13,455 | $162.0K |