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% | 32.54% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 4.70 M | $59.90 M | -8.80% | 14.06% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1.27 M | $16.19 M | -2.44% | 3.80% |
| UBS GROUP AG | 05/05/2026 | 740.59 K | $9.44 M | 2.82% | 2.22% |
| MORGAN STANLEY | 05/15/2026 | 622.90 K | $7.94 M | -4.98% | 1.86% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 484.45 K | $6.18 M | 0.00% | 1.45% |
| ROYAL BANK OF CANADA | 05/15/2026 | 408.27 K | $5.21 M | -0.31% | 1.22% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 371.50 K | $4.74 M | -11.16% | 1.11% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 353.66 K | $4.51 M | -2.86% | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 239.40 K | $3.05 M | -34.22% | 0.72% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 235.47 K | $3.00 M | -0.15% | 0.70% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 233.48 K | $2.98 M | 8.34% | 0.70% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 203.08 K | $2.59 M | 8.41% | 0.61% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 193.43 K | $2.47 M | -10.66% | 0.58% |
| LPL FINANCIAL LLC | 05/06/2026 | 177.65 K | $2.26 M | -2.99% | 0.53% |
| 05/11/2026 | 120.70 K | $1.54 M | -0.47% | 0.36% | |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 80.84 K | $1.03 M | 3.85% | 0.24% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 79.15 K | $1.01 M | 10.66% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 79.00 K | $1.01 M | -1.35% | 0.24% |
| COLONY GROUP, LLC | 05/15/2026 | 73.78 K | $940.68 K | 4.24% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 72.98 K | $930.48 K | 2.52% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 54.33 K | $692.70 K | 6.15% | 0.16% |
| INVESCO LTD. | 05/12/2026 | 42.62 K | $543.46 K | 7.29% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 37.73 K | $481.04 K | -33.51% | 0.11% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 30.00 K | $383 | 0.00% | 0.09% |
| CHOREO, LLC | 05/13/2026 | 26.02 K | $331.76 K | -9.48% | 0.08% |
| SUMMIT ASSET MANAGEMENT, LLC | 05/08/2026 | 26.00 K | $331.50 K | 0.00% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 24.37 K | $308.28 K | 0.00% | 0.07% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 21.67 K | $276.29 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 19.69 K | $251.00 K | 8.25% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 18.81 K | $240.00 K | 4.60% | 0.06% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 04/23/2026 | 18.70 K | $238.43 K | 100.00% | 0.06% |
| LIDO ADVISORS, LLC | 05/13/2026 | 13.47 K | $171.70 K | 0.00% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 11.95 K | $152.41 K | -88.64% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.34 K | $131.88 K | 1.51% | 0.03% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 10.08 K | $128.52 K | 0.00% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 7.26 K | $92.55 K | 100.00% | 0.02% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.45 K | $56.69 K | 100.00% | 0.01% |
| 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% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Angel Oak Financial Strategies Income Term Trust institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were:
Atlas Wealth LLC: 1.1 M
NATIONS FINANCIAL GROUP INC, /IA/ /ADV: 484,445
ENVESTNET ASSET MANAGEMENT INC: 300,777
RIVERBRIDGE PARTNERS LLC: 235,363
Noble Wealth Management PBC: 231,615
CHOREO, LLC: 30,101
65.82% of Angel Oak Financial Strategies Income Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 24.39 M shares in the last 24 months. This purchase volume represents approximately $313.23 M in transactions.