Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
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Equity / Common
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Shares outstanding
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33.4M
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Number of holders
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38
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Total 13F shares, excl. options
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14.2M
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Shares change
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+1.33M
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Total reported value, excl. options
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$180M
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Value change
-
+$16.9M
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Number of buys
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20
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Number of sells
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-16
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Price
-
$12.70
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q4 2024
44 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common as of Q4 2024.
Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.2M shares
of 33.4M outstanding shares and own 42.35% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (5.16M shares), Karpus Management, Inc. (3.77M shares), WELLS FARGO & COMPANY/MN (1.11M shares), MORGAN STANLEY (878K shares), UBS Group AG (695K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (519K shares), STIFEL FINANCIAL CORP (293K shares), Royal Bank of Canada (281K shares), Noble Wealth Management PBC (191K shares), and Shaker Financial Services, LLC (155K shares).
This table shows the top 38 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.