Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / Common Shares of Beneficial Interest
-
Shares outstanding
-
33.5M
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
12.9M
-
Shares change
-
+924K
-
Total reported value, excl. options
-
$159M
-
Value change
-
+$11.4M
-
Number of buys
-
17
-
Number of sells
-
-12
-
Price
-
$12.37
Significant Holders of Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) as of Q2 2024
36 filings reported holding FINS - Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest as of Q2 2024.
Angel Oak Financial Strategies Income Term Trust - Common Shares of Beneficial Interest (FINS) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.9M shares
of 33.5M outstanding shares and own 38.41% of the company stock.
Largest 10 shareholders include Karpus Management, Inc. (4.45M shares), SIT INVESTMENT ASSOCIATES INC (2.61M shares), MORGAN STANLEY (2.22M shares), Atlas Wealth LLC (819K shares), UBS Group AG (699K shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (515K shares), Royal Bank of Canada (271K shares), STIFEL FINANCIAL CORP (230K shares), WELLS FARGO & COMPANY/MN (172K shares), and LPL Financial LLC (132K shares).
This table shows the top 34 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.