Security key
03464A100
Angel Oak Financial Strategies Income Term Trust - Common (FINS)
CUSIP: 03464A100
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / Common
- Total 13F shares
- 14,405,228
- Total 13F value
- $194,178,297
- Share change
- +248,992
- SEC-reported price per share
- $13.48
- Number of holders
- 35
- Value change
- +$3,435,995
- Number of buys
- 18
- Number of sells
- 15
- Shares outstanding
- 33,412,845
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
35
Top holders
10
FINS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Angel Oak Financial Strategies Income Term Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 03464A100
Recent filing periods:
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.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
15/15
Latest evidence
07 Jan 2025
13D/G
13F
Lead comparable stake: 3.5%
13D/G row: MORGAN STANLEY
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 3.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
3.5%
SIT INVESTMENT ASSOCIATES INC
15%
Karpus Management, Inc.
11%
WELLS FARGO & COMPANY/MN
3.3%
UBS Group AG
2.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13D/G
13F
Company
|
3.5%
|
$11,564,317
877,414 shares
|
$0 | 07 Jan 2025 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
15%
|
$65,501,000
5,157,564 shares
|
— | 31 Dec 2024 |
| Karpus Management, Inc. |
13F
Company
|
11%
|
$47,897,431
3,771,451 shares
|
— | 31 Dec 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
3.3%
|
$14,100,066
1,110,241 shares
|
— | 31 Dec 2024 |
| UBS Group AG |
13F
Company
|
2.1%
|
$8,825,586
694,928 shares
|
— | 31 Dec 2024 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
13F
Company
|
1.6%
|
$6,592,087
519,062 shares
|
— | 31 Dec 2024 |
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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
35
Shares
14,405,228
Rows available
35
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
38
Q1 2025 holders
35
Holder diff
-3
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend