Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / Common
-
Shares outstanding
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33.4M
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Number of holders
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41
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Total 13F shares, excl. options
-
10.2M
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Shares change
-
+509K
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Total reported value, excl. options
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$125M
-
Value change
-
+$6.05M
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Number of buys
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22
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Number of sells
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-19
-
Price
-
$12.33
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q1 2023
49 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common as of Q1 2023.
Angel Oak Financial Strategies Income Term Trust - Common (FINS) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.2M shares
of 33.4M outstanding shares and own 30.44% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.25M shares), Karpus Management, Inc. (2.23M shares), UBS Group AG (926K shares), Atlas Wealth LLC (716K shares), Saba Capital Management, L.P. (637K shares), SIT INVESTMENT ASSOCIATES INC (546K shares), WOLVERINE TRADING, LLC (416K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (273K shares), WELLS FARGO & COMPANY/MN (255K shares), and Thomas J. Herzfeld Advisors, Inc. (218K shares).
This table shows the top 41 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.