Angel Oak Financial Strategies Income Term Trust
Total Trades
11
Buys
9
Sells
2
Largest Trade
$100K–$500K
Insiders
7
Institutional Funds
35
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Prabhu Sreeniwas | Insider | BUY | $100K–$500K | 9K | $12.88 | Jan 30, 2026 |
| Fierman Michael | Insider | BUY | $100K–$500K | 16K | $13.20 | Jan 30, 2026 |
| Parks Kevin | Insider | BUY | $1K–$15K | 1K | $12.83 | Jun 3, 2025 |
| Fierman Michael | Insider | BUY | $1K–$15K | 224 | $13.35 | May 28, 2025 |
| Albe Alvin R Jr | Director | BUY | $100K–$500K | 20K | $13.12 | May 22, 2025 |
| Eldredge William | Chief Compliance O… | BUY | $1K–$15K | 765 | $13.12 | Apr 15, 2025 |
| Angel Oak Capital Partners II, LLC | Insider | SELL | <$1K | 2 | $13.78 | Aug 29, 2024 |
| Palsson Johannes | Insider | BUY | $50K–$100K | 6K | $12.39 | Apr 19, 2024 |
| Parks Kevin | Insider | BUY | $1K–$15K | 500 | $11.82 | May 22, 2023 |
| Parks Kevin | Insider | SELL | $15K–$50K | 2K | $12.53 | Mar 20, 2023 |
| Parks Kevin | Insider | BUY | $1K–$15K | 593 | $13.86 | Sep 16, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 35 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10.3M | $1M+ | SH |
| WELLS FARGO & COMPANY/MN | 1.1M | $1M+ | SH |
| UBS Group AG | 720K | $1M+ | SH |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 418K | $1M+ | SH |
| Advisors Asset Management, Inc. | 364K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 364K | $1M+ | SH |
| Noble Wealth Management PBC | 236K | $1M+ | SH |
| Thomas J. Herzfeld Advisors, Inc. | 217K | $1M+ | SH |
| RIVERBRIDGE PARTNERS LLC | 216K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 187K | $1M+ | SH |
| LPL Financial LLC | 183K | $1M+ | SH |
| Closed-End Fund Advisors, Inc. | 121K | $1M+ | SH |
| Shaker Financial Services, LLC | 105K | $1M+ | SH |
| Dakota Wealth Management | 78K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 75K | $500K+ | SH |
| Twelve Points Wealth Management LLC | 72K | $500K+ | SH |
| Focus Partners Wealth | 71K | $500K+ | SH |
| Cetera Investment Advisers | 57K | $500K+ | SH |
| CHOREO, LLC | 29K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 14, 2025
15.5%
5.2M shares
SC 13G/A · Aug 6, 2025
4.1%
1.4M shares
SC 13D · Jul 16, 2025
16.5%
5.5M shares
Sit Investment Associates, Inc.
SC 13G/A · Jun 5, 2025
28.7%
9.6M shares
SC 13G · Apr 25, 2025
5.4%
1.4M shares
SC 13G/A · Feb 14, 2025
15.1%
3.8M shares
SC 13G/A · Jan 8, 2025
3.5%
877K shares
Sit Investment Associates, Inc.
SC 13G/A · Jan 6, 2025
20.6%
5.2M shares
SC 13G/A · Sep 3, 2024
1.0%
10K shares
Sit Investment Associates, Inc. 41-1404829
SC 13G/A · May 2, 2024
10.1%
2.5M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Apr 4, 2024
9.3%
2.3M shares
(S) Karpus Investment Management
SC 13G/A · Feb 13, 2024
16.9%
4.2M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
9.1%
2.3M shares
(S) Karpus Investment Management
SC 13G/A · Jun 8, 2023
13.0%
3.2M shares
(S) Karpus Investment Management
SC 13G · Feb 14, 2023
6.5%
1.6M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 10, 2022
10.1%
2.0M shares