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 2024 vs. Q3 2024
How the institutions holding Angel Oak Financial Strategies Income Term Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 38 | +4 |
| Shares | 12.6M | 62.1K | 14.2M | +1.58M (+12.6%) |
| Value | $167.0M | $820.9K | $179.8M | +$13.6M (+8.2%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noble Wealth Management PBC | 190,665 | $2.42M | 1.68% |
| Advisors Asset Management, Inc. | 101,605 | $1.29M | 0.02% |
| Raymond James Financial Inc | 59,050 | $749.9K | 0.00% |
| StoneX Group Inc. | 47,023 | $597.2K | 0.03% |
| Transform Wealth, LLC | 42,800 | $543.6K | 0.03% |
| Jefferies Financial Group Inc. | 25,000 | $317.5K | 0.00% |
| Catalina Capital Group, LLC | 16,052 | $203.9K | 0.07% |
| Worth Asset Management, LLC | 10,964 | $139.2K | 0.07% |
| Readystate Asset Management LP | 10,848 | $137.8K | 0.01% |
| Mountain Hill Investment Partners Corp. | 2,500 | $31.8K | 0.03% |
Sold out (6)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| HighTower Advisors, LLC | 30,919 | $405.0K |
| Commonwealth Equity Services, LLC | 11,667 | $154.0K |
| Old Point Trust & Financial Services N A | 2,000 | $26.4K |
| Bessemer Group Inc | 852 | $11.0K |
| Plante Moran Financial Advisors, LLC | 586 | $7.75K |
| FMR LLC | 1 | $13 |
Not filed for Q4 2024 yet (1)
Institutions that held Angel Oak Financial Strategies Income Term Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 62,097 | $820.9K |