Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / Common Shares of Beneficial Interest
-
Shares outstanding
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33.5M
-
Number of holders
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46
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Total 13F shares, excl. options
-
9.67M
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Shares change
-
+846K
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Total reported value, excl. options
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$124M
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Value change
-
+$10.7M
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Number of buys
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22
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Number of sells
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-23
-
Price
-
$12.81
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) as of Q4 2022
51 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest as of Q4 2022.
Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.67M shares
of 33.5M outstanding shares and own 28.85% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.18M shares), Karpus Management, Inc. (1.62M shares), UBS Group AG (871K shares), Atlas Wealth LLC (719K shares), SIT INVESTMENT ASSOCIATES INC (618K shares), Saba Capital Management, L.P. (464K shares), WOLVERINE TRADING, LLC (416K shares), WELLS FARGO & COMPANY/MN (254K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (221K shares), and Royal Bank of Canada (211K shares).
This table shows the top 46 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.