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 2024 vs. Q2 2024
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 34 | 35 | +1 |
| Shares | 12.9M | 12.6M | −230.2K (−1.8%) |
| Value | $159.2M | $167.0M | +$7.86M (+4.9%) |
New holders (7)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Riverbridge Partners LLC | 75,009 | $991.6K | 0.01% |
| HighTower Advisors, LLC | 30,919 | $405.0K | 0.00% |
| Commonwealth Equity Services, LLC | 11,667 | $154.0K | 0.00% |
| Bessemer Group Inc | 852 | $11.0K | 0.00% |
| Plante Moran Financial Advisors, LLC | 586 | $7.75K | 0.00% |
| Larson Financial Group LLC | 347 | $4.58K | 0.00% |
| FMR LLC | 1 | $13 | 0.00% |
Sold out (6)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 818,837 | $10.1M |
| Landscape Capital Management, L.L.C. | 30,138 | $372.8K |
| Bank of America Corp | 24,997 | $309.2K |
| Raymond James Trust N.A. | 12,384 | $153.2K |
| Parkside Financial Bank & Trust | 800 | $9.90K |
| Fifth Third Bancorp | 15 | $186 |