Angel Oak Financial Strategies Income Term Trust

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Angel Oak Financial Strategies Income Term Trust
TickerFINS
CIK #0001745059
CUSIP03464A100
Sector -
Address3060 Peachtree Rd Suite 500, Atlanta, GA 30305
Source [EDGAR]
CIK Filing 2011 - 2026
[0001745059] 3
[0001745059] 4
[0001745059] 8-K
[0001745059] SC 13D
[0001745059] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
MetLife Investment Management LLC Angel Oak Financial Strategies Income Term Trust [2026-06-05] 0.0
Karpus Management Inc Angel Oak Financial Strategies Income Term Trust [2025-07-16] 0.0
Wells Fargo & Company/MN Angel Oak Financial Strategies Income Term Trust [2025-04-25] 0.0
Sit Investment Associates Inc Angel Oak Financial Strategies Income Term Trust [2024-04-04] 0.25
Karpus Management Inc Angel Oak Financial Strategies Income Term Trust [2023-02-14] 6.47
Morgan Stanley Angel Oak Financial Strategies Income Term Trust [2021-10-12] 10.2
Asher Daniel Angel Oak Financial Strategies Income Term Trust [2020-06-19] 3.0
Form 3/4/5 Filer 2011 - 2026
Angel Oak Financial Strategies Income Term Trust
MetLife Investment Management LLC
Cohen Ira P
Fierman Michael
Prabhu Sreeniwas
Bortz Robert Edward III
Mullins Andrea
Eldredge William
Parks Kevin
Albe Alvin R Jr
Palsson Johannes
Pate Cheryl
Likhite Nilesh Vijay
Journy Patrick Colmark
Angel Oak Capital Partners II LLC
Triick Clayton
Richardson William Mitchell
Colombo Michael James
Sluss Kevin
Angel Oak Dynamic Financial Strategies Income Term Trust
Abghari Navid
Hsu John R
Massachusetts Mutual Life Insurance Co
Sun Life Financial Inc
Sun Life Assurance Co of Canada
Asher Daniel
Angel Oak Capital Advisors LLC
Dunlap Samuel R
Fazioli Daniel
Chang Lu
Black Dory
Langley Adam
Stueve James E
Friedlander Brad
Schappert Keith M
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Cohen Ira P
COMMON STOCK
2026-02-20 Buy 379 $13.17 4,991
Fierman Michael
COMMON STOCK
2025-12-12 Buy 9 $13.09 118
Prabhu Sreeniwas
COMMON STOCK
2025-11-20 Buy 9,203 $12.88 118,535
Fierman Michael
COMMON STOCK
2025-11-07 Buy 15,898 $13.20 209,854
Fierman Michael
COMMON STOCK
2025-11-06 Buy 313 $13.15 4,116
Mullins Andrea
Common Stock
2025-08-12 Buy 7,585 $13.15 99,743
Eldredge William
Common Stock
2025-08-05 Buy 1,920 $13.10 25,152
Parks Kevin
Common Stock
2025-06-02 Buy 1,000 $12.83 12,830
Albe Alvin R Jr
Common Stock
2025-05-22 Buy 20,000 $13.12 262,400
Fierman Michael
Common Stock
2025-05-21 Buy 66 $13.35 881
Fierman Michael
Common Stock
2025-05-20 Buy 3 $13.39 40
Fierman Michael
Common Stock
2025-05-19 Buy 123 $13.35 1,642
Fierman Michael
Common Stock
2025-05-16 Buy 11 $13.35 147
Fierman Michael
Common Stock
2025-05-15 Buy 1 $13.34 13
Fierman Michael
Transferable Subscription Right(right to buy) · derivative
2025-05-14 Option exercise 81,733
Common Stock
2025-05-14 Option exercise 833 $13.23 11,021
Fierman Michael
Common Stock
2025-05-14 Buy 20 $13.35 267
Pate Cheryl
Common Stock
2025-05-14 Option exercise 2,124 $13.23 28,101
Parks Kevin
Common Stock
2025-05-14 Option exercise 1,277 $13.23 16,895
Common Stock
2025-05-14 Option exercise 27,243 $13.23 360,425
showing 20 of 113 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 43 11,133,140
2025-12-31 43 11,933,041
2025-09-30 40 12,058,458
2025-06-30 40 12,217,335
2025-03-31 36 9,108,612
2024-12-31 39 9,003,830
2024-09-30 36 9,359,277
2024-06-30 35 10,260,148
2024-03-31 34 14,168,212
2023-12-31 41 12,153,070
2023-09-30 33 10,803,992
2023-06-30 36 10,635,598
Form 13F Holdings
Firm Period DFND Voting Shares
Riverbridge Partners LLC [2026-06-30] SOLE 234,565 235,363
Noble Wealth Management PBC [2026-06-30] SOLE 231,615 231,615
Shaker Financial Services LLC [2026-06-30] SOLE 29,245 29,245
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 0 24,370
Live Oak Private Wealth LLC [2026-06-30] SOLE 21,670 21,670
Mayflower Financial Advisors LLC [2026-06-30] SOLE 0 18,700
Mountain Hill Investment Partners Corp [2026-06-30] SOLE 0 3,333
Highline Wealth Partners LLC [2026-06-30] SOLE 300 300
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