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.
Q1 2024 vs. Q4 2023
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 40 | 33 | −7 |
| Shares | 10.7M | 11.9M | +1.25M (+11.7%) |
| Value | $127.3M | $149.1M | +$21.8M (+17.1%) |
New holders (2)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 12,863 | $160.7K | 0.00% |
| Raymond James Trust N.A. | 12,384 | $154.7K | 0.00% |
Sold out (9)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Wolverine Trading, LLC | 415,601 | $4.95M |
| Shaker Financial Services, LLC | 33,246 | $396.0K |
| Weiss Asset Management LP | 27,858 | $331.8K |
| HighTower Advisors, LLC | 24,109 | $291.0K |
| Fisher Asset Management, LLC | 18,481 | $220.1K |
| Elequin Capital LP | 7,443 | $88.6K |
| JPMorgan Chase & Co | 2,610 | $31.1K |
| Bessemer Group Inc | 567 | $7.00K |
| FMR LLC | 1 | $12 |