Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / Common
-
Shares outstanding
-
33,426,938
-
Total 13F shares
-
11,942,811
-
Share change
-
+1,254,915
-
Total reported value
-
$149,147,767
-
Price per share
-
$12.49
-
Number of holders
-
33
-
Value change
-
+$15,977,343
-
Number of buys
-
18
-
Number of sells
-
19
Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q1 2024
As of 31 Mar 2024,
Angel Oak Financial Strategies Income Term Trust - Common (FINS) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,942,811 shares.
The largest 10 holders included
Karpus Management, Inc., SIT INVESTMENT ASSOCIATES INC, MORGAN STANLEY, UBS Group AG, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, Royal Bank of Canada, STIFEL FINANCIAL CORP, WELLS FARGO & COMPANY/MN, LPL Financial LLC, and Chicago Partners Investment Group LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.