Angel Oak Financial Strategies Income Term Trust - Common (FINS)

CUSIP: 03464A100

Q4 2022 13F Holders as of 31 Dec 2022

Security identity
Security type / class
Equity / Common
Shares outstanding
33,412,845
Holder snapshot
Total 13F shares
9,666,556
Share change
+821,427
Total reported value
$123,886,965
Reported price per share
$12.81
Number of holders
46
Value change
+$10,423,427
Number of buys
22
Number of sells
24

Security key

03464A100

Report period

Q4 2022

Institutions

46

Top holders

10

FINS full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2023 Previous quarter: Q3 2022 Angel Oak Financial Strategies Income Term Trust SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of FINS - Angel Oak Financial Strategies Income Term Trust - Common (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
MORGAN STANLEY
13D/G signal
—
Evidence rows
15
Latest as of
30 Sep 2022
13F Lead comparable stake: 6.4% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
6.4%
$28,725,000
2,143,670 shares
 — 30 Sep 2022
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
3.7%
$16,474,000
1,229,386 shares
 — 30 Sep 2022
UBS Group AG
13F
Company
13F
3.2%
$14,345,000
1,070,528 shares
 — 30 Sep 2022
WOLVERINE TRADING, LLC
13F
Company
13F
1.2%
$5,482,000
415,601 shares
 — 30 Sep 2022
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
1.1%
$5,122,000
382,249 shares
 — 30 Sep 2022
WELLS FARGO & COMPANY/MN
13F
Company
13F
0.92%
$4,118,000
307,310 shares
 — 30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
46
Shares
9,666,556
Rows available
46
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
42
Q4 2022 holders
46
Holder diff
4
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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