Institutional Ownership Apollo Tactical Income Fund Inc. (AIF)
This table provides information about the institutional ownership of Apollo Tactical Income Fund Inc. (AIF). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $56.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
894,929
shares
|
$13.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
376,884
shares
|
$5.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 51.31%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
313,443
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.05%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
296,276
shares
|
$4.33 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
259,221
shares
|
$3.79 Million
0.1% of portfolio
|
Q1 2024
Added 2.79%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
229,155
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2024
Added 8.8%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
215,813
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2024
Added 28.06%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
179,446
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2024
Added 29.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
132,878
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Added 0.61%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
114,653
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
105,137
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 13.99%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
85,414
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2024
Added 64.57%
|
|
Citizens Business Bank
Ontario, CA |
Apr 17, 2024 Q1 2024 |
80,000
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2024
Added 190.91%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
53,079
shares
|
$775,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
52,624
shares
|
$768,836
0.02% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
46,769
shares
|
$683,295
0.0% of portfolio
|
Q1 2024
Added 85.44%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
42,634
shares
|
$622,882
0.0% of portfolio
|
Q4 2023
Reduced 31.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
33,913
shares
|
$495,468
0.0% of portfolio
|
Q1 2024
Reduced 31.1%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,903
shares
|
$451,492
0.05% of portfolio
|
Q3 2022
Added 18.09%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
29,950
shares
|
$437,569
0.0% of portfolio
|
Q1 2024
Added 9.93%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
28,155
shares
|
$411,344
0.05% of portfolio
|
Q1 2024
Added 3.48%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
26,697
shares
|
$390,043
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 13, 2024 Q1 2024 |
23,590
shares
|
$344,649
0.15% of portfolio
|
Q4 2023
Added 18.19%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
22,758
shares
|
$332,494
0.01% of portfolio
|
Q1 2024
Added 2.01%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
22,582
shares
|
$329,923
0.0% of portfolio
|
Q1 2024
Reduced 2.24%
|