APOLLO TACTICAL INCOME FD IN (AIF)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
44
Reporting holders
$45.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | $9.1M | 621,557 | 0.04% | 3q | -30.5%-$4.0M |
| WELLS FARGO & COMPANY/MN | $4.8M | 324,609 | 0.00% | 23q | +3.6%+$163.5K |
| MORGAN STANLEY | $4.7M | 320,189 | 0.00% | 27q | -71.7%-$11.9M |
| Foundations Investment Advisors, LLC | $4.1M | 282,552 | 0.10% | 5q | +9.0%+$341.6K |
| GUGGENHEIM CAPITAL LLC | $3.5M | 240,525 | 0.02% | 23q | +34.0%+$894.2K |
| Invesco Ltd. | $3.2M | 217,662 | 0.00% | 9q | -5.0%-$168.3K |
| LPL Financial LLC | $2.6M | 175,288 | 0.00% | 17q | -18.8%-$593.3K |
| BANK OF AMERICA CORP /DE/ | $2.0M | 134,109 | 0.00% | 23q | +0.9%+$18.0K |
| Royal Bank of Canada | $1.8M | 122,205 | 0.00% | 23q | +16.2%+$250.0K |
| Cetera Investment Advisers | $1.8M | 121,518 | 0.00% | 2q | +6.0%+$100.5K |
| STEPHENS INC /AR/ | $1.3M | 87,514 | 0.02% | 7q | +2.5%+$30.7K |
| Capital Investment Advisors, LLC | $770.6K | 52,640 | 0.02% | 23q | HELD |
| NOTTINGHAM ADVISORS, INC. | $454.1K | 31,021 | 0.05% | 6q | +10.2%+$42.0K |
| Kestra Advisory Services, LLC | $443.1K | 30,265 | 0.00% | 16q | +1.1%+$4.6K |
| RAYMOND JAMES & ASSOCIATES | $425.5K | 29,067 | 0.00% | 23q | -14.3%-$70.9K |
| OSAIC HOLDINGS, INC. | $410.2K | 28,018 | 0.00% | 18q | -40.1%-$274.5K |
| ENVESTNET ASSET MANAGEMENT INC | $377.1K | 25,759 | 0.00% | 16q | +14.1%+$46.5K |
| PRINCIPAL SECURITIES, INC. | $374.4K | 25,575 | 0.01% | 3q | +12.4%+$41.2K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $345.4K | 23,590 | 0.14% | 5q | HELD |
| Tyche Wealth Partners LLC | $329.2K | 22,487 | 0.08% | new | NEW |
| Capital Market Strategies LLC | $315.7K | 21,563 | 0.20% | 3q | HELD |
| UBS Group AG | $314.1K | 21,453 | 0.00% | 23q | -19.6%-$76.8K |
| REGIONS FINANCIAL CORP | $292.8K | 20,000 | 0.00% | 2q | +33.3%+$73.2K |
| Ausdal Financial Partners, Inc. | $281.5K | 19,226 | 0.03% | 3q | +18.1%+$43.1K |
| STIFEL FINANCIAL CORP | $269.2K | 18,388 | 0.00% | 16q | +0.8%+$2.3K |
| Alpine Global Management, LLC | $248.9K | 17,000 | 0.04% | new | NEW |
| REDMONT WEALTH ADVISORS LLC | $202.4K | 13,828 | 0.32% | 3q | -13.8%-$32.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $201.6K | 13,768 | 0.03% | 2q | +2.0%+$4.0K |
| Sanctuary Advisors, LLC | $181.2K | 12,743 | 0.00% | new | FIRST |
| PFG Investments, LLC | $153.4K | 10,481 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $151.5K | 10,347 | 0.00% | new | NEW |
| Sovereign Financial Group, Inc. | $150.9K | 10,305 | 0.04% | 3q | HELD |
| Avior Wealth Management, LLC | $107.8K | 7,360 | 0.00% | 2q | -28.1%-$42.0K |
| Apollo Management Holdings, L.P. | $76.7K | 5,236 | 0.00% | 23q | HELD |
| Anfield Capital Management, LLC | $64.1K | 4,380 | 0.03% | 2q | +4.2%+$2.6K |
| FinTrust Capital Advisors, LLC | $38.6K | 2,635 | 0.01% | 4q | HELD |
| GPS Wealth Strategies Group, LLC | $35.4K | 2,415 | 0.01% | 5q | -20.1%-$8.9K |
| NewEdge Advisors, LLC | $33.7K | 2,299 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $32.4K | 2,212 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $28.7K | 1,959 | 0.00% | new | NEW |
| Larson Financial Group LLC | $6.1K | 417 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $1.7K | 115 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $773 | 52,810 | 0.00% | 2q | -0.5% |
| COMERICA BANK | $767 | 52 | 0.00% | 4q | -29.7% |
| ASSETMARK, INC | $337 | 23 | 0.00% | 2q | HELD |
| Virtu Financial LLC | $204 | 13,968 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 44 | $45.9M | 3,134,355 | 7 | 16 | 11 | 0.0% |
| Q1 2024 | 42 | $60.9M | 4,260,671 | 8 | 18 | 10 | 0.0% |
| Q4 2023 | 48 | $67.8M | 4,852,173 | 8 | 15 | 14 | 0.0% |
| Q3 2023 | 48 | $70.2M | 5,252,671 | 5 | 14 | 20 | 0.0% |
| Q2 2023 | 51 | $77.1M | 6,079,450 | 5 | 14 | 13 | 0.0% |
| Q1 2023 | 55 | $73.5M | 6,064,427 | 11 | 14 | 16 | 0.0% |
| Q4 2022 | 45 | $77.6M | 6,470,894 | 8 | 18 | 11 | 0.0% |
| Q3 2022 | 48 | $80.7M | 6,849,600 | 6 | 13 | 18 | 0.0% |
| Q2 2022 | 49 | $78.8M | 6,546,134 | 7 | 18 | 14 | 0.0% |
| Q1 2022 | 45 | $91.6M | 6,381,387 | 7 | 14 | 15 | 0.0% |
| Q4 2021 | 44 | $93.9M | 6,126,332 | 7 | 20 | 8 | 0.0% |
| Q3 2021 | 41 | $103.5M | 6,537,334 | 4 | 6 | 20 | 0.0% |
| Q2 2021 | 42 | $111.6M | 7,126,233 | 4 | 17 | 11 | 0.0% |
| Q1 2021 | 46 | $109.6M | 7,359,975 | 6 | 19 | 14 | 0.0% |
| Q4 2020 | 53 | $95.1M | 6,565,929 | 9 | 17 | 12 | 0.0% |
| Q3 2020 | 47 | $73.0M | 5,748,775 | 6 | 14 | 19 | 0.0% |
| Q2 2020 | 42 | $65.8M | 5,295,911 | 6 | 14 | 14 | 0.0% |
| Q1 2020 | 46 | $64.6M | 5,698,628 | 9 | 13 | 17 | 0.0% |
| Q4 2019 | 45 | $66.9M | 4,408,003 | 6 | 14 | 18 | 0.0% |
| Q3 2019 | 42 | $79.2M | 5,229,577 | 6 | 12 | 13 | 0.0% |
| Q2 2019 | 40 | $77.3M | 5,242,158 | 4 | 14 | 10 | 0.0% |
| Q1 2019 | 40 | $80.6M | 5,490,073 | 3 | 16 | 15 | 0.0% |
| Q4 2018 | 41 | $83.3M | 6,050,360 | 0 | 1 | 1 | 0.0% |