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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101+ 4.19% |
$9.22K - $11.6K
|
2.51K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
100+ 4.0% |
$9.13K - $11.5K
|
2.6K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 20.0% |
$9.13K - $11.5K
|
600
$101K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
97+ 0.55% |
$8.86K - $11.1K
|
17.7K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
92+ 1.19% |
$8.4K - $10.5K
|
7.79K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
90+ 0.16% |
$8.22K - $10.3K
|
57.9K
$9.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
87New |
$7.95K - $9.96K
|
87
$14.6K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
82+ 20.81% |
$7.49K - $9.39K
|
476
$79.8K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80+ 1.59% |
$7.31K - $9.16K
|
5.12K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79+ 718.18% |
$7.22K - $9.05K
|
90
$15.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
78New |
$7.12K - $8.93K
|
78
$13.1K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 20.98% |
$7.03K - $8.82K
|
444
$74.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
71New |
$6.48K - $8.13K
|
71
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
69+ 2.38% |
$6.3K - $7.9K
|
2.97K
$498K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
69+ 0.04% |
$6.3K - $7.9K
|
163K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
67+ 0.14% |
$6.12K - $7.67K
|
48.3K
$8.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
65+ 1.68% |
$5.94K - $7.44K
|
3.93K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
64New |
$5.85K - $7.33K
|
64
$10.7K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 4.89% |
$5.66K - $7.1K
|
1.33K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62+ 28.84% |
$5.66K - $7.1K
|
277
$46.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
56New |
$5.11K - $6.41K
|
56
$9.38K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
55+ 0.13% |
$5.02K - $6.3K
|
42.1K
$7.06M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
50+ 0.94% |
$4.57K - $5.73K
|
5.36K
$898K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
47+ 0.62% |
$4.29K - $5.38K
|
7.61K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
43+ 1.25% |
$3.93K - $4.92K
|
3.48K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
40+ 0.76% |
$3.65K - $4.58K
|
5.34K
$894K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
35+ 7.09% |
$3.2K - $4.01K
|
529
$88.6K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 1.29% |
$3.11K - $3.89K
|
2.67K
$447K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
34New |
$3.11K - $3.89K
|
34
$5.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
29+ 1.06% |
$2.65K - $3.32K
|
2.78K
$465K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
29+ 0.61% |
$2.65K - $3.32K
|
4.78K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
27+ 100.0% |
$2.47K - $3.09K
|
54
$9.05K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
26+ 2.74% |
$2.37K - $2.98K
|
974
$163K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$2.19K - $2.75K
|
24
$4.02K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23New |
$2.1K - $2.63K
|
23
$3.85K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23+ 0.06% |
$2.1K - $2.63K
|
40.7K
$6.82M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.01% |
$1.83K - $2.29K
|
142K
$23.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 7.69% |
$1.83K - $2.29K
|
280
$46.9K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.74K - $2.18K
|
19
$3.18K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$1.64K - $2.06K
|
18
$3.02K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
17+ 26.56% |
$1.55K - $1.95K
|
81
$13.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 16.49% |
$1.46K - $1.83K
|
113
$18.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 53.57% |
$1.37K - $1.72K
|
43
$7.21K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14+ 0.38% |
$1.28K - $1.6K
|
3.74K
$626K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.1K - $1.37K
|
12
$2.01K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 26.67% |
$1.1K - $1.37K
|
57
$9.55K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.73% |
$1K - $1.26K
|
414
$69.4K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10New |
$913 - $1.15K
|
10
$1.68K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 2.82% |
$913 - $1.15K
|
365
$61.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 125.0% |
$913 - $1.15K
|
18
$3.02K
|