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

CUSIP: 03464A100

Q2 2023 13F Holders as of 30 Jun 2023

Security identity
Security type / class
Equity / Common
Shares outstanding
33,412,845
Holder snapshot
Total 13F shares
10,635,598
Share change
+460,080
Total reported value
$125,645,130
Reported price per share
$11.81
Number of holders
35
Value change
+$5,218,994
Number of buys
12
Number of sells
24

Security key

03464A100

Report period

Q2 2023

Institutions

35

Top holders

10

FINS full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2023 Previous quarter: Q1 2023 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
31 Mar 2023
13F Lead comparable stake: 6.7% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
6.7%
$27,709,838
2,247,351 shares
 — 31 Mar 2023
Karpus Management, Inc.
13F
Company
13F
6.7%
$27,467,011
2,227,657 shares
 — 31 Mar 2023
UBS Group AG
13F
Company
13F
2.8%
$11,421,550
926,322 shares
 — 31 Mar 2023
Atlas Wealth LLC
13F
Company
13F
2.1%
$8,830,006
716,140 shares
 — 31 Mar 2023
Saba Capital Management, L.P.
13F
Company
13F
1.9%
$7,854,272
637,005 shares
 — 31 Mar 2023
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
1.6%
$6,733,000
546,099 shares
 — 31 Mar 2023
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 Q2 2023

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

Institutions
35
Shares
10,635,598
Rows available
35
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 Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
41
Q2 2023 holders
35
Holder diff
-6
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .