Angel Oak Financial Strategies Income Term Trust Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

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MetLife Investment Management, LLC has filed a Schedule 13G reporting beneficial ownership of 100% of the Series A Mandatory Redeemable Preferred Shares of Angel Oak Financial Strategies Income Term Trust.
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Karpus Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 4,697,846 shares, representing 14.06% of the outstanding common stock of Angel Oak Financial Strategies Income Term Trust.
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Karpus Management, Inc. has reported a 15.48% beneficial ownership stake in Angel Oak Financial Strategies Income Term Trust, holding 5,174,490 common shares.
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Wells Fargo & Company has filed an amended Schedule 13G, disclosing a 4.1% beneficial ownership stake in Angel Oak Financial Strats Income Term.
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Sit Investment Associates, Inc. and its subsidiary, Sit Fixed Income Advisors II, LLC, have filed an amended Schedule 13G disclosing a combined beneficial ownership of 28.7% of Angel Oak Financial Strategies Income Term Trust's common stock.
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Wells Fargo & Company has filed a Schedule 13G, revealing a 5.4% beneficial ownership stake in Angel Oak Financial Strats Income Term, held for ordinary course of business.
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Karpus Management, Inc. has filed an amended Schedule 13G, revealing a significant 15.05% beneficial ownership stake in Angel Oak Financial Strategies Income Term Trust as of December 31, 2024.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a reduction in their beneficial ownership of Angel Oak Financial Strategies Income Term Trust's common shares to 3.5%, falling below the 5% threshold.
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Sit Investment Associates, Inc. and its affiliate, Sit Fixed Income Advisors II, LLC, have filed an amended Schedule 13G, confirming their combined beneficial ownership of 20.6% of Angel Oak Financial Strategies Income Term Trust's common stock as of December 31, 2024.