Angel Oak Financial Strategies Income Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 10.87 M | $138.64 M | 5.72% | 43.03% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 4.70 M | $59.90 M | -8.80% | 18.59% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.27 M | $16.19 M | -2.44% | 5.03% |
| UBS GROUP AG | 05/05/2026 | 740.59 K | $9.44 M | 2.82% | 2.93% |
| MORGAN STANLEY | 05/15/2026 | 622.90 K | $7.94 M | -4.98% | 2.47% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 484.45 K | $6.18 M | 0.00% | 1.92% |
| ROYAL BANK OF CANADA | 05/15/2026 | 408.27 K | $5.21 M | -0.31% | 1.62% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 371.50 K | $4.74 M | -11.16% | 1.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 353.66 K | $4.51 M | -2.86% | 1.40% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 239.40 K | $3.05 M | -34.22% | 0.95% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 235.47 K | $3.00 M | -0.15% | 0.93% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 233.48 K | $2.98 M | 8.34% | 0.92% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 203.08 K | $2.59 M | 8.41% | 0.80% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 193.43 K | $2.47 M | -10.66% | 0.77% |
| LPL FINANCIAL LLC | 05/06/2026 | 177.65 K | $2.26 M | -2.99% | 0.70% |
| 05/11/2026 | 120.70 K | $1.54 M | -0.47% | 0.48% | |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 80.84 K | $1.03 M | 3.85% | 0.32% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 79.15 K | $1.01 M | 10.66% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 79.00 K | $1.01 M | -1.35% | 0.31% |
| COLONY GROUP, LLC | 05/15/2026 | 73.78 K | $940.68 K | 4.24% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 72.98 K | $930.48 K | 2.52% | 0.29% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 54.33 K | $692.70 K | 6.15% | 0.22% |
| INVESCO LTD. | 05/12/2026 | 42.62 K | $543.46 K | 7.29% | 0.17% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 37.73 K | $481.04 K | -33.51% | 0.15% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 30.00 K | $383 | 0.00% | 0.12% |
| CHOREO, LLC | 05/13/2026 | 26.02 K | $331.76 K | -9.48% | 0.10% |
| SUMMIT ASSET MANAGEMENT, LLC | 05/08/2026 | 26.00 K | $331.50 K | 0.00% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 24.37 K | $308.28 K | 0.00% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 21.67 K | $276.29 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 19.69 K | $251.00 K | 8.25% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 18.81 K | $240.00 K | 4.60% | 0.07% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 04/23/2026 | 18.70 K | $238.43 K | 100.00% | 0.07% |
| LIDO ADVISORS, LLC | 05/13/2026 | 13.47 K | $171.70 K | 0.00% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 11.95 K | $152.41 K | -88.64% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.34 K | $131.88 K | 1.51% | 0.04% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 10.08 K | $128.52 K | 0.00% | 0.04% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 7.26 K | $92.55 K | 100.00% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.45 K | $56.69 K | 100.00% | 0.02% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 05/01/2026 | 3.33 K | $42.50 K | 0.00% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 2.50 K | $31.88 K | 100.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 400 | $5.10 K | 1.78% | 0.00% |
| N.E.W. ADVISORY SERVICES LLC | 05/05/2026 | 357 | $4.55 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 300 | $3.83 K | 0.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Angel Oak Financial Strategies Income Term Trust institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.87 M
Karpus Management, Inc.: 4.7 M
WELLS FARGO & COMPANY/MN: 1.27 M
UBS Group AG: 740,594
MORGAN STANLEY: 622,896
NATIONS FINANCIAL GROUP INC, /IA/ /ADV: 484,445
87.05% of Angel Oak Financial Strategies Income Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 23.25 M shares in the last 24 months. This purchase volume represents approximately $298.55 M in transactions.