Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common
-
Shares outstanding
-
33,426,938
-
Total 13F shares
-
21,480,970
-
Share change
-
+7,312,807
-
Total reported value
-
$278,826,987
-
Price per share
-
$12.98
-
Number of holders
-
39
-
Value change
-
+$94,911,572
-
Number of buys
-
29
-
Number of sells
-
9
Institutional Holders of Angel Oak Financial Strategies Income Term Trust - Common (FINS) as of Q2 2025
As of 30 Jun 2025,
Angel Oak Financial Strategies Income Term Trust - Common (FINS) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,480,970 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, Karpus Management, Inc., WELLS FARGO & COMPANY/MN, UBS Group AG, MORGAN STANLEY, NATIONS FINANCIAL GROUP INC, /IA/ /ADV, STIFEL FINANCIAL CORP, Advisors Asset Management, Inc., Royal Bank of Canada, and Thomas J. Herzfeld Advisors, Inc..
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.