Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Common
-
Shares outstanding
-
33,426,938
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
12,866,146
-
Shares change
-
+923,835
-
Total reported value, excl. options
-
$159,167,852
-
Value change
-
+$11,396,509
-
Number of buys
-
17
-
Number of sells
-
-12
-
Price
-
$12.37
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q2 2024
36 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common as of Q2 2024.
Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,866,146 shares
of 33,426,938 outstanding shares and own 38.49% of the company stock.
Largest 10 shareholders include Karpus Management, Inc. (4,447,191 shares), SIT INVESTMENT ASSOCIATES INC (2,608,606 shares), MORGAN STANLEY (2,215,777 shares), Atlas Wealth LLC (818,837 shares), UBS Group AG (698,852 shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (514,834 shares), Royal Bank of Canada (271,152 shares), STIFEL FINANCIAL CORP (230,432 shares), WELLS FARGO & COMPANY/MN (171,721 shares), and LPL Financial LLC (131,767 shares).
This table shows the top 34 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.