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 - 2025
[0001745059] 3
[0001745059] 4
[0001745059] 8-K
[0001745059] SC 13D
[0001745059] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
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 - 2025
Angel Oak Financial Strategies Income Term Trust
Mullins Andrea
Eldredge William
Parks Kevin
Fierman Michael
Albe Alvin R Jr
Pate Cheryl
Palsson Johannes
Prabhu Sreeniwas
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
Friedlander Brad
Stueve James E.
Schappert Keith M
Cohen Ira P
Form 13F Holdings
Firm Period DFND Voting Shares
Karpus Management Inc [2025-06-30] SOLE 5,531,335 5,531,335
Wells Fargo & Company/MN [2025-06-30] DFND 3 1,373,539
UBS Group AG [2025-06-30] DFND 174,633 952,187
Morgan Stanley [2025-06-30] DFND 1 747,669
Nations Financial Group Inc /IA/ /ADV [2025-06-30] SOLE 0 518,062
Stifel Financial Corp [2025-06-30] DFND 400,112 401,348
Advisors Asset Management Inc [2025-06-30] SOLE 346,755 352,176
Royal Bank of Canada [2025-06-30] DFND 327,770 336,103
Thomas J Herzfeld Advisors Inc [2025-06-30] SOLE 203,446 203,446
LPL Financial LLC [2025-06-30] SOLE 6,524 179,345
Shaker Financial Services LLC [2025-06-30] SOLE 163,725 163,730
Envestnet Asset Management Inc [2025-06-30] SOLE 147,729 147,729
First Trust Advisors LP [2025-06-30] SOLE 140,399 140,399
Riverbridge Partners LLC [2025-06-30] SOLE 121,663 121,663
Twelve Points Wealth Management LLC [2025-06-30] SOLE 0 86,226
Dakota Wealth Management [2025-06-30] DFND 0 83,435
Raymond James Financial Inc [2025-06-30] DFND 11,038 80,095
Osaic Holdings Inc [2025-06-30] DFND 0 65,690
Kovitz Investment Group Partners LLC [2025-06-30] SOLE 65,218 65,218
Cetera Investment Advisers [2025-06-30] SOLE 0 36,783
Rockefeller Capital Management L.P. [2025-06-30] DFND 35,630 35,630
Corient Private Wealth LLC [2025-06-30] SOLE 0 30,000
Choreo LLC [2025-06-30] SOLE 0 26,565
Wealth Enhancement Advisory Services LLC [2025-06-30] SOLE 0 24,370
Live Oak Private Wealth LLC [2025-06-30] SOLE 21,670 21,670
StoneX Group Inc. [2025-06-30] DFND 0 21,455
&Partners [2025-06-30] SOLE 18,279 18,279
Wedbush Securities Inc [2025-06-30] SOLE 0 16,086
Catalina Capital Group LLC [2025-06-30] SOLE 0 16,052
Hightower Advisors LLC [2025-06-30] SOLE 15,334 15,334
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