Purchases and Sales Made in Q1 2024 in Apollo Global Management, Inc. (APO)
This table provides information about the institutional ownership of Apollo Global Management, Inc. (APO) during Q1 2024. The information is specifically focused on institutions that hold shares of Apollo Global Management, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17+ 26.56% |
$1.55K - $1.95K
|
81
$12.6K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 16.49% |
$1.46K - $1.83K
|
113
$17.6K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 53.57% |
$1.37K - $1.72K
|
43
$6.71K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14+ 0.38% |
$1.28K - $1.6K
|
3.74K
$583K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 26.67% |
$1.1K - $1.37K
|
57
$8.89K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.1K - $1.37K
|
12
$1.87K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.73% |
$1K - $1.26K
|
414
$64.6K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 125.0% |
$913 - $1.15K
|
18
$2.81K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 2.82% |
$913 - $1.15K
|
365
$57K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$913 - $1.15K
|
10
$1.56K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8+ 0.21% |
$731 - $916
|
3.91K
$610K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.31% |
$639 - $802
|
118
$18.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.12% |
$639 - $802
|
631
$98.5K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.78% |
$457 - $573
|
642
$100K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 11.9% |
$457 - $573
|
47
$7.33K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.37% |
$457 - $573
|
369
$57.6K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 50.0% |
$457 - $573
|
15
$2.34K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5New |
$457 - $573
|
5
$780
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.28% |
$457 - $573
|
1.77K
$276K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$365 - $458
|
4
$624
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.47% |
$274 - $344
|
635
$99.1K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$274 - $344
|
3.93K
$614K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.4% |
$274 - $344
|
128
$20K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 40.0% |
$183 - $229
|
7
$1.09K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 22.22% |
$183 - $229
|
11
$1.72K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 3.92% |
$183 - $229
|
53
$8.27K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$183 - $229
|
3.3K
$516K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.12% |
$183 - $229
|
1.71K
$267K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1New |
$91.3 - $115
|
1
$156
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.33% |
$91.3 - $115
|
308
$48.1K
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 5.26% |
$91.3 - $115
|
18
$2.81K
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$91.3 - $115
|
7.95K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.32% |
$274 - $344
|
224
$35K
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4- 0.17% |
$365 - $458
|
2.34K
$365K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 3.16% |
$548 - $687
|
184
$28.7K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8- 0.05% |
$731 - $916
|
15.5K
$2.42M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 3.56% |
$731 - $916
|
217
$33.9K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-20Closed |
$1.83K - $2.29K
|
0
$0
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-20- 0.85% |
$1.83K - $2.29K
|
2.33K
$363K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-20- 0.28% |
$1.83K - $2.29K
|
7.08K
$1.1M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22- 0.53% |
$2.01K - $2.52K
|
4.16K
$649K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-23- 3.41% |
$2.1K - $2.63K
|
651
$102K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-23- 0.67% |
$2.1K - $2.63K
|
3.39K
$529K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-24- 0.33% |
$2.19K - $2.75K
|
7.29K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-25- 0.43% |
$2.28K - $2.86K
|
5.8K
$905K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-25- 0.34% |
$2.28K - $2.86K
|
7.43K
$1.16M
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-30- 0.14% |
$2.74K - $3.44K
|
20.9K
$3.26M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-30- 0.14% |
$2.74K - $3.44K
|
21.9K
$3.42M
|