organization · Reporting owner
Angel Oak Capital Advisors, LLC
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Angel Oak Dynamic Financial Strategies Income Term TrustDYFN · Entity 124974 | Investment Adviser | January 08, 2021 | January 12, 2021 |
| Angel Oak Financial Strategies Income Term TrustFINS · Entity 5597 | Investment Adviser | January 08, 2021 | January 12, 2021 |
| Angel Oak Strategic Credit FundASCIX · Entity 9847 | Investment Adviser | December 18, 2020 | December 22, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Angel Oak Dynamic Financial Strategies Income Term Trust
Report date January 08, 2021 · Filed January 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Angel Oak Dynamic Financial Strategies Income Term TrustSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-08 transaction · row 1
1 source rowRow 1 · 2021-01-08 · Sale · Disposed 31.774 · Balance 0 |
Angel Oak Financial Strategies Income Term Trust
Report date January 08, 2021 · Filed January 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Angel Oak Financial Strategies Income Term TrustSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-08 transaction · row 1
1 source rowRow 1 · 2021-01-08 · Sale · Disposed 35.685 · Balance 0 |
Angel Oak Strategic Credit Fund
Report date December 18, 2020 · Filed December 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Angel Oak Strategic Credit FundSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-18 transaction · row 1
1 source rowRow 1 · 2020-12-18 · Sale · Disposed 4,966.145 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 08, 2021 Filed Jan 12, 2021 18:32 UTC | Angel Oak Financial Strategies Income Term Trust FINS · Entity 5597 | SaleAngel Oak Financial Strategies Income Term Trust | 35.685 | $16.07 | $573.47 |
DisclosureSEC source: 0001613158-21-000001 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 18:40 UTC | Angel Oak Dynamic Financial Strategies Income Term Trust DYFN · Entity 124974 | SaleAngel Oak Dynamic Financial Strategies Income Term Trust | 31.774 | $17.77 | $564.75 |
DisclosureSEC source: 0001613158-21-000002 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 15:45 UTC | Angel Oak Financial Strategies Income Term Trust FINS · Entity 5597 | SaleAngel Oak Financial Strategies Income Term Trust | 5,527.396 | $16.43 | $90,815.12 |
DisclosureSEC source: 0001613158-20-000004 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 15:51 UTC | Angel Oak Dynamic Financial Strategies Income Term Trust DYFN · Entity 124974 | SaleAngel Oak Dynamic Financial Strategies Income Term Trust | 5,121.178 | $18.28 | $93,598.23 |
DisclosureSEC source: 0001613158-20-000005 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 18:17 UTC | Angel Oak Strategic Credit Fund ASCIX · Entity 9847 | SaleAngel Oak Strategic Credit Fund | 4,966.145 | $22.87 | $113,575.74 |
DisclosureSEC source: 0001613158-20-000003 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 26, 2017 Filed Jun 29, 2020 17:46 UTC | Angel Oak Strategic Credit Fund ASCIX · Entity 9847 | PurchaseAngel Oak Strategic Credit Fund | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0001613158-20-000002 · primary_doc.xml · nonDerivative · entry 1 Angel Oak Capital Advisors, LLC · CIK 0001613158 · Investment Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,626.22 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.