Angel Oak Financial Strategies Income Term Trust FINS

Institutional shares held 14.3 Million

0 calls

0 puts

Total value of holdings $187M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 40

We take great care to ensure that the data presented and summarized in this overview for Angel Oak Financial Strategies Income Term Trust is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in FINS

Shares Bought

Shares Sold

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Top Institutions Holding FINS

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Latest Institutional Activity in FINS

Top Purchases

Q1 2025

Envestnet Asset Management Inc Shares Held: 53.7K ($703K)

28.2K Shares purchased

110.7% Added

Q1 2025

Riverbridge Partners LLC Shares Held: 117K ($1.53M)

10.7K Shares purchased

10.1% Added

Q1 2025

Noble Wealth Management Pbc Shares Held: 194K ($2.54M)

3.05K Shares purchased

1.6% Added

Q1 2025

Transform Wealth, LLC Shares Held: 43.4K ($568K)

550 Shares purchased

1.29% Added

Q4 2024

Sit Investment Associates Inc Shares Held: 5.16M ($67.6M)

1.88M Shares purchased

57.24% Added

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Top Sells

Q1 2025

Twelve Points Wealth Management LLC Shares Held: 86.5K ($1.13M)

867 Shares sold

0.99% Reduced

Q4 2024

Morgan Stanley Shares Held: 878K ($11.5M)

1.24M Shares sold

58.62% Reduced

Q4 2024

Karpus Management, Inc. Shares Held: 3.77M ($49.4M)

564K Shares sold

13.0% Reduced

Q4 2024

Nations Financial Group Inc, Shares Held: 519K ($6.8M)

21.7K Shares sold

4.02% Reduced

Q4 2024

Advisor Group Holdings, Inc. Shares Held: 43.4K ($569K)

3.65K Shares sold

7.76% Reduced

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About FINS

Insider Transactions at FINS

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Apr 14 2025	William Eldredge Chief Compliance Officer	BUY Open market or private purchase	Direct	765 +41.94%	$9,945 $13.12 P/Share
Apr 18 2024	Johannes Palsson	BUY Open market or private purchase	Direct	5,670 +10.89%	$68,040 $12.39 P/Share
May 18 2023	Kevin Parks	BUY Open market or private purchase	Direct	500 +11.54%	$5,500 $11.82 P/Share
Mar 16 2023	Kevin Parks	SELL Open market or private sale	Direct	2,000 -37.5%	$24,000 $12.53 P/Share
Sep 15 2022	Kevin Parks	BUY Open market or private purchase	Direct	593 +10.01%	$7,709 $13.86 P/Share
Sep 13 2022	Angel Oak Capital Partners Ii, LLC	SELL Open market or private sale	Direct	1 -100.0%	$13 $13.78 P/Share
Aug 17 2022	Angel Oak Capital Partners Ii, LLC	SELL Other acquisition or disposition	Direct	68,399 -100.0%	$957,586 $14.65 P/Share
Aug 17 2022	Sreeniwas Prabhu	BUY Other acquisition or disposition	Direct	68,399 +35.46%	$957,586 $14.65 P/Share
Aug 10 2022	Angel Oak Capital Partners Ii, LLC	SELL Other acquisition or disposition	Direct	68,399 -50.0%	$957,586 $14.76 P/Share
Aug 10 2022	Michael Fierman	BUY Other acquisition or disposition	Direct	68,399 +45.56%	$957,586 $14.76 P/Share
Jul 29 2022	Cheryl Pate	BUY Other acquisition or disposition	Indirect	506 +8.86%	-
Jul 29 2022	Kevin Parks	BUY Other acquisition or disposition	Direct	1,407 +22.89%	-
Jul 29 2022	Johannes Palsson	BUY Other acquisition or disposition	Direct	5,777 +14.28%	-
Jul 29 2022	Angel Oak Capital Partners Ii, LLC	BUY Other acquisition or disposition	Direct	136,799 +50.0%	-
Oct 19 2021	Johannes Palsson	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	3,100 +10.28%	$49,600 $16.06 P/Share
Oct 19 2021	Navid Abghari	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	765 +15.97%	$12,240 $16.06 P/Share
Oct 19 2021	Cheryl Pate	BUY Exercise of in-the-money or at-the-money derivatives securities	Indirect	33 +0.7%	$528 $16.06 P/Share
Oct 14 2021	Johannes Palsson	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	5,959 +19.93%	$95,344 $16.06 P/Share
Oct 14 2021	Cheryl Pate	BUY Exercise of in-the-money or at-the-money derivatives securities	Indirect	1,167 +20.0%	$18,672 $16.06 P/Share
Oct 14 2021	Michael Fierman	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	3,334 +20.0%	$53,344 $16.06 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

765 Shares

From 1 Insiders

Open market or private purchase	765 shares

Sell / Disposition

0 Shares

From 0 Insiders

Institutional Portfolio Updates

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Insider Trading

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Angel Oak Financial Strategies Income Term Trust FINS

Quarterly Institutional Activity in FINS

Top Institutions Holding FINS

Latest Institutional Activity in FINS

Top Purchases

Top Sells

About FINS

Insider Transactions at FINS

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on FINS

Institutional Portfolio Updates

Insider Trading

News