Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common
-
Shares outstanding
-
33,426,938
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
10,687,896
-
Shares change
-
-325,461
-
Total reported value, excl. options
-
$127,322,391
-
Value change
-
-$4,055,113
-
Number of buys
-
25
-
Number of sells
-
-15
-
Price
-
$11.91
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q4 2023
44 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common as of Q4 2023.
Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10,687,896 shares
of 33,426,938 outstanding shares and own 32% of the company stock.
Largest 10 shareholders include Karpus Management, Inc. (4,223,725 shares), MORGAN STANLEY (2,266,895 shares), UBS Group AG (822,005 shares), SIT INVESTMENT ASSOCIATES INC (805,138 shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (449,442 shares), WOLVERINE TRADING, LLC (415,601 shares), ROYAL BANK OF CANADA (229,628 shares), STIFEL FINANCIAL CORP (219,259 shares), WELLS FARGO & COMPANY/MN (174,975 shares), and EQUITEC PROPRIETARY MARKETS, LLC (145,559 shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.