Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / Common Shares of Beneficial Interest
-
Shares outstanding
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33.5M
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Number of holders
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39
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Total 13F shares, excl. options
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8.42M
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Shares change
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-321K
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Total reported value, excl. options
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$100M
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Value change
-
-$4M
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Number of buys
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25
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Number of sells
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-14
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Price
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$11.91
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) as of Q4 2023
44 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest as of Q4 2023.
Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.42M shares
of 33.5M outstanding shares and own 25.14% of the company stock.
Largest 10 shareholders include Karpus Management, Inc. (4.22M shares), MORGAN STANLEY (2.27M shares), UBS Group AG (822K shares), SIT INVESTMENT ASSOCIATES INC (805K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (449K shares), WOLVERINE TRADING, LLC (416K shares), ROYAL BANK OF CANADA (230K shares), STIFEL FINANCIAL CORP (219K shares), WELLS FARGO & COMPANY/MN (175K shares), and EQUITEC PROPRIETARY MARKETS, LLC (146K shares).
This table shows the top 39 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.