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 | 11/13/2025 | 9.97 M | $130.70 M | 3.53% | 39.46% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 5.31 M | $69.67 M | -3.93% | 21.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.44 M | $18.84 M | 4.60% | 5.69% |
| UBS GROUP AG | 11/13/2025 | 792.88 K | $10.39 M | -16.73% | 3.14% |
| MORGAN STANLEY | 11/14/2025 | 744.98 K | $9.77 M | -0.36% | 2.95% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 510.45 K | $6.69 M | -1.47% | 2.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 402.37 K | $5.28 M | 18.42% | 1.59% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 400.78 K | $5.25 M | -0.14% | 1.59% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 366.40 K | $4.80 M | 4.04% | 1.45% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 323.21 K | $4.24 M | 118.79% | 1.28% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 247.04 K | $3.24 M | 100.00% | 0.98% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 207.51 K | $2.72 M | 2.00% | 0.82% |
| LPL FINANCIAL LLC | 11/12/2025 | 178.96 K | $2.35 M | -0.21% | 0.71% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 175.97 K | $2.31 M | 25.33% | 0.70% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 144.98 K | $1.90 M | -11.45% | 0.57% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 124.75 K | $1.64 M | 2.54% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 94.08 K | $1.23 M | 17.46% | 0.37% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 10/22/2025 | 85.81 K | $1.12 M | -0.48% | 0.34% |
| DAKOTA WEALTH MANAGEMENT | 11/10/2025 | 77.84 K | $1.02 M | -6.71% | 0.31% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 70.78 K | $927.91 K | 8.53% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 66.39 K | $870.75 K | -1.85% | 0.26% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 50.63 K | $663.75 K | 37.64% | 0.20% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 30.00 K | $393.30 K | 0.00% | 0.12% |
| CHOREO, LLC | 11/12/2025 | 27.38 K | $358.97 K | 3.07% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 24.37 K | $322.54 K | 0.00% | 0.10% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 21.67 K | $284.09 K | 0.00% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 19.05 K | $249.77 K | 4.23% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 18.18 K | $238.37 K | 2.06% | 0.07% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 16.09 K | $211.00 K | 0.00% | 0.06% |
| CATALINA CAPITAL GROUP, LLC | 10/24/2025 | 16.05 K | $210.44 K | 0.00% | 0.06% |
| LIDO ADVISORS, LLC | 11/14/2025 | 13.47 K | $176.55 K | 0.00% | 0.05% |
| IGNITE PLANNERS, LLC | 10/08/2025 | 11.45 K | $150.14 K | -1.45% | 0.05% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 10.08 K | $132.08 K | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 10.04 K | $132.00 K | 100.00% | 0.04% |
| COMERICA BANK | 11/14/2025 | 6.80 K | $89.14 K | 0.00% | 0.03% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 10/27/2025 | 3.33 K | $43.70 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 3.01 K | $39.46 K | -72.30% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 383 | $5.03 K | 2.41% | 0.00% |
| N.E.W. ADVISORY SERVICES LLC | 10/27/2025 | 357 | $4.68 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 300 | $3.93 K | 100.00% | 0.00% |
| STONEX GROUP INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 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, 36 institutional investors and hedge funds held shares of Angel Oak Financial Strategies Income Term Trust. The most heavily invested institutionals were:
Noble Wealth Management PBC: 235,820
HIGHLINE WEALTH PARTNERS LLC: 300
Catalina Capital Group, LLC: 0
Ignite Planners, LLC: 0
SIT INVESTMENT ASSOCIATES INC: 9.97 M
Karpus Management, Inc.: 5.31 M
87.14% of Angel Oak Financial Strategies Income Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.52 M shares in the last 24 months. This purchase volume represents approximately $286.65 M in transactions.