Angel Oak Financial Strategies Income Term Trust FINS

Institutional shares held 21.8 Million

0 calls

0 puts

Total value of holdings $287M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 45

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

Q2 2025

Sit Investment Associates Inc Shares Held: 9.63M ($127M)

4.33M Shares purchased

81.61% Added

Q2 2025

Karpus Management, Inc. Shares Held: 5.53M ($73M)

1.99M Shares purchased

56.15% Added

Q2 2025

Thomas J. Herzfeld Advisors, Inc. Shares Held: 203K ($2.68M)

203K Shares purchased

New Holding

Q2 2025

Ubs Group Ag Shares Held: 952K ($12.6M)

197K Shares purchased

26.17% Added

Q2 2025

Advisors Asset Management, Inc. Shares Held: 352K ($4.65M)

99.4K Shares purchased

39.34% Added

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Top Sells

Q2 2025

Morgan Stanley Shares Held: 748K ($9.86M)

59.1K Shares sold

7.32% Reduced

Q2 2025

Advisor Group Holdings, Inc. Shares Held: 65.7K ($866K)

9.97K Shares sold

13.17% Reduced

Q2 2025

Comerica Bank Shares Held: 6.8K ($89.7K)

566 Shares sold

7.68% Reduced

Q2 2025

Wedbush Securities Inc Shares Held: 16.1K ($212K)

500 Shares sold

3.01% Reduced

Q2 2025

Twelve Points Wealth Management LLC Shares Held: 86.2K ($1.14M)

308 Shares sold

0.36% 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
Aug 12 2025	Andrea Mullins Director	BUY Open market or private purchase	Direct	7,585 +50.0%	$98,605 $13.15 P/Share
Aug 05 2025	William Eldredge Chief Compliance Officer	BUY Open market or private purchase	Direct	1,920 +39.51%	$24,960 $13.1 P/Share
Jun 02 2025	Kevin Parks	BUY Open market or private purchase	Direct	1,000 +15.0%	$12,000 $12.83 P/Share
May 22 2025	Alvin R Albe Jr Director	BUY Open market or private purchase	Direct	20,000 +50.0%	$260,000 $13.12 P/Share
May 21 2025	Michael Fierman	BUY Open market or private purchase	Direct	66 +0.06%	$858 $13.35 P/Share
May 20 2025	Michael Fierman	BUY Open market or private purchase	Direct	3 +0.0%	$39 $13.39 P/Share
May 19 2025	Michael Fierman	BUY Open market or private purchase	Direct	123 +0.11%	$1,599 $13.35 P/Share
May 16 2025	Michael Fierman	BUY Open market or private purchase	Direct	11 +0.01%	$143 $13.35 P/Share
May 15 2025	Michael Fierman	BUY Open market or private purchase	Direct	1 +0.0%	$13 $13.34 P/Share
May 14 2025	Michael Fierman	BUY Open market or private purchase	Direct	20 +0.02%	$260 $13.35 P/Share
May 14 2025	Cheryl Pate Director	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	2,124 +19.89%	$27,612 $13.23 P/Share
May 14 2025	Kevin Parks	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	1,277 +19.99%	$16,601 $13.23 P/Share
May 14 2025	Johannes Palsson	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	17,091 +19.9%	$222,183 $13.23 P/Share
May 14 2025	Sreeniwas Prabhu	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	41,493 +20.0%	$539,409 $13.23 P/Share
May 14 2025	Michael Fierman	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	27,243 +20.0%	$354,159 $13.23 P/Share
May 14 2025	William Eldredge Chief Compliance Officer	BUY Exercise of in-the-money or at-the-money derivatives securities	Direct	255 +20.0%	$3,315 $13.23 P/Share
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

View All Transactions

Last 12 Months Summary

Buy / Acquisition

121K Shares

From 11 Insiders

Open market or private purchase	31.5K shares
Exercise of in-the-money or at-the-money derivatives securities	89.5K shares

Sell / Disposition

0 Shares

From 0 Insiders

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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