Thomas J. Herzfeld Advisors, Inc. Angel Oak Financial Strategies Income Term Trust Transaction History

Thomas J. Herzfeld Advisors, Inc.

$292 Billion
Q3 2025

A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 207,513 shares of FINS stock, worth $2.72 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

207,513

Previous 203,446 2.0%

Holding current value

$2.72 Million

Previous $2.64 Billion 3.02%

% of portfolio

0.93%

Previous 0.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$12.85 - $13.46 $52,260 - $54,741	4,067 Added 2.0%	207,513 $2.72 Billion
Q2 2025 Aug 13, 2025	BUY	$12.7 - $13.53 $2.58 Million - $2.75 Million	203,446 New	203,446 $2.64 Billion
Q1 2023 May 16, 2023	BUY	$12.29 - $13.4 $783,782 - $854,571	63,774 Added 41.28%	218,277 $2.69 Million
Q4 2022 Feb 14, 2023	SELL	$12.55 - $13.37 $811,595 - $864,624	-64,669 Reduced 29.51%	154,503 $1.98 Million
Q3 2022 Nov 14, 2022	SELL	$13.05 - $14.82 $576,248 - $654,406	-44,157 Reduced 16.77%	219,172 $2.94 Million

Q2 2022 Aug 10, 2022	BUY	$13.41 - $15.98 $179,774 - $214,227	13,406 Added 5.36%	263,329 $3.84 Million
Q1 2022 May 16, 2022	BUY	$15.66 - $16.95 $308,517 - $333,931	19,701 Added 8.56%	249,923 $3.95 Million
Q4 2021 Feb 14, 2022	BUY	$16.16 - $17.3 $3.7 Million - $3.96 Million	228,666 Added 14695.76%	230,222 $3.93 Million
Q3 2021 Nov 12, 2021	BUY	$16.97 - $18.45 $26,405 - $28,708	1,556 New	1,556 $26,000

Others Institutions Holding FINS

# of Institutions

Shares Held

22.2M

Call Options Held

Put Options Held

View Full List

About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FINS

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Thomas J. Herzfeld Advisors, Inc. Angel Oak Financial Strategies Income Term Trust Transaction History