Security key
03464A100
Angel Oak Financial Strategies Income Term Trust - Common (FINS)
CUSIP: 03464A100
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common
- Total 13F shares
- 10,175,518
- Total 13F value
- $125,438,877
- Share change
- +509,128
- SEC-reported price per share
- $12.33
- Number of holders
- 41
- Value change
- +$6,052,228
- Number of buys
- 22
- Number of sells
- 19
- Shares outstanding
- 33,412,845
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2023
Institutions
41
Top holders
10
FINS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
Angel Oak Financial Strategies Income Term Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 03464A100
Recent filing periods:
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.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 6.5%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 6.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
MORGAN STANLEY
6.5%
Karpus Management, Inc.
4.9%
UBS Group AG
2.6%
Atlas Wealth LLC
2.2%
SIT INVESTMENT ASSOCIATES INC
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
6.5%
|
$27,902,883
2,178,211 shares
|
— | 31 Dec 2022 |
| Karpus Management, Inc. |
13F
Company
|
4.9%
|
$20,776,257
1,621,878 shares
|
— | 31 Dec 2022 |
| UBS Group AG |
13F
Company
|
2.6%
|
$11,155,909
870,875 shares
|
— | 31 Dec 2022 |
| Atlas Wealth LLC |
13F
Company
|
2.2%
|
$9,205,817
718,643 shares
|
— | 31 Dec 2022 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
1.8%
|
$7,911,000
617,536 shares
|
— | 31 Dec 2022 |
| Saba Capital Management, L.P. |
13F
Company
|
1.4%
|
$5,940,689
463,754 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
41
Shares
10,175,518
Rows available
41
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
46
Q1 2023 holders
41
Holder diff
-5
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend