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Apollo Tactical Income Fund (AIF) Institutional Ownership

Apollo Tactical Income Fund logo

Institutional Ownership Changes (13F Filings) for Apollo Tactical Income Fund (NYSE:AIF)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$8.40M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.68M
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AIF Institutional Buying and Selling by Quarter

Apollo Tactical Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024Sanctuary Advisors LLC12,743$181K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers121,518$1.78M0.0%+6.0%0.000%
8/7/2024 PFG Investments LLC10,481$153K0.0%N/A0.000%
8/6/2024 Ausdal Financial Partners Inc.19,226$281K0.0%+18.1%0.000%
8/3/2024 Nottingham Advisors Inc.31,021$454K0.1%+10.2%0.000%
8/2/2024 Foundations Investment Advisors LLC282,552$4.14M0.1%+9.0%0.000%
7/22/2024Fifth Third Bancorp1,959$29K0.0%N/A0.000%
7/19/2024 Tyche Wealth Partners LLC22,487$329K0.1%N/A0.000%
7/10/2024 Redmont Wealth Advisors LLC13,828$202K0.3%-13.8%0.000%
5/24/2024Cetera Advisors LLC112,547$1.61M0.0%+420.8%0.000%
5/24/2024 Cetera Investment Advisers114,653$1.64M0.0%N/A0.000%
4/30/2024 Hartline Investment Corp13,496$193K0.0%N/A0.000%
4/30/2024Commonwealth Equity Services LLC53,079$759K0.0%N/A0.000%
4/18/2024 Citizens Business Bank80,000$1.14M0.2%+190.9%0.000%
4/16/2024 Congress Park Capital LLC12,500$179K0.1%-77.3%0.000%
4/5/2024 Capital Market Strategies LLC21,547$308K0.2%-6.4%0.000%
2/15/2024 Bulldog Investors LLP37,375$522K0.2%-61.5%0.000%
2/14/2024 Jones Road Capital Management L.P.21,615$302K0.1%+8.1%0.000%
2/13/2024 Stephens Inc. AR51,900$725K0.0%+23.9%0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC16,917$236K0.1%N/A0.000%
2/13/2024 Walled Lake Planning & Wealth Management LLC23,590$329K0.2%+18.2%0.000%
2/8/2024 Foundations Investment Advisors LLC252,181$3.64M0.1%+10.0%0.000%
2/7/2024 Principal Securities Inc.22,309$311K0.0%N/A0.000%
2/6/2024 Sovereign Financial Group Inc.10,260$143K0.0%N/A0.000%
2/5/2024 Citizens Business Bank27,500$377K0.1%N/A0.000%
1/31/2024 Redmont Wealth Advisors LLC15,707$219K0.3%N/A0.000%
1/29/2024 Nottingham Advisors Inc.27,208$380K0.0%+73.2%0.000%
1/19/2024 Congress Park Capital LLC55,000$768K0.4%-15.4%0.000%
1/16/2024Raymond James & Associates49,219$687K0.0%-4.1%0.000%
1/11/2024 Ausdal Financial Partners Inc.16,160$226K0.0%N/A0.000%
1/8/2024 Capital Market Strategies LLC23,032$322K0.3%N/A0.000%
1/5/2024Capital Investment Advisors LLC54,574$762K0.0%-2.4%0.000%
11/14/2023 Saba Capital Management L.P.646,082$8.64M0.2%-39.9%0.000%
11/14/2023 Clough Capital Partners L P15,700$210K0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC10,455$140K0.0%-48.2%0.000%
11/8/2023 Westchester Capital Management LLC64,561$863K0.0%-24.6%0.000%
11/8/2023 Moors & Cabot Inc.18,950$253K0.0%-14.0%0.000%
11/8/2023 Oppenheimer & Co. Inc.28,300$378K0.0%-18.7%0.000%
11/6/2023 Nottingham Advisors Inc.15,708$210K0.0%+19.4%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.108,248$1.45M0.1%-14.5%0.000%
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10/26/2023Advisor Partners II LLC296,276$3.96M0.2%N/A0.000%
10/24/2023Raymond James & Associates51,307$686K0.0%-3.7%0.000%
10/24/2023 FinTrust Capital Advisors LLC2,635$35K0.0%N/A0.000%
10/16/2023Capital Investment Advisors LLC55,907$747K0.0%-4.6%0.000%
10/13/2023 Congress Park Capital LLC65,000$869K0.5%-16.1%0.000%
10/5/2023 Foundations Investment Advisors LLC229,307$3.07M0.1%+14.2%0.000%
8/15/2023 Ironsides Asset Advisors LLC10,653$134K0.1%N/A0.000%
8/15/2023 Cohen & Steers Inc.57,052$724K0.0%-53.5%0.000%
8/11/2023 Guggenheim Capital LLC92,424$1.17M0.0%+27.5%0.000%
8/10/2023 Moors & Cabot Inc.22,025$279K0.0%-3.5%0.000%
8/10/2023Cetera Advisors LLC21,312$270K0.0%-7.6%0.000%
8/8/2023 Nottingham Advisors Inc.13,159$167K0.0%+16.4%0.000%
8/7/2023 Shaker Financial Services LLC150,946$1.92M0.8%-3.9%0.000%
7/26/2023 Janney Montgomery Scott LLC10,265$130K0.0%N/A0.000%
7/25/2023Raymond James & Associates53,304$676K0.0%+13.5%0.000%
7/19/2023 Foundations Investment Advisors LLC200,724$2.55M0.1%N/A0.000%
7/17/2023 GPS Wealth Strategies Group LLC4,307$55K0.0%N/A0.000%
7/14/2023 Congress Park Capital LLC77,500$983K0.5%+10.7%0.000%
7/11/2023Capital Investment Advisors LLC58,574$743K0.0%-8.8%0.000%
5/12/2023 Jones Road Capital Management L.P.20,000$242K0.2%N/A0.000%
5/11/2023 Guggenheim Capital LLC72,485$879K0.0%+29.3%0.000%
5/10/2023 Landscape Capital Management L.L.C.12,313$149K0.0%N/A0.000%
5/8/2023 Shaker Financial Services LLC157,022$1.90M0.8%+114.0%0.000%
5/8/2023 Wolverine Asset Management LLC24,766$300K0.0%N/A0.000%
5/5/2023 Moors & Cabot Inc.22,825$277K0.0%+7.3%0.000%
5/4/2023 FourThought Financial Partners LLC42,765$518K0.1%+11.5%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.128,731$1.56M0.1%-1.2%0.000%
4/20/2023 Congress Park Capital LLC70,000$848K0.4%+3.7%0.000%
4/14/2023Raymond James & Associates46,981$569K0.0%+25.1%0.000%
4/13/2023Accurate Wealth Management LLC11,616$143K0.0%N/A0.000%
2/10/2023 City of London Investment Management Co. Ltd.111,376$1.35M0.1%+55.6%0.000%
2/10/2023 Sit Investment Associates Inc.5,436$66K0.0%N/A0.000%
2/10/2023 Moors & Cabot Inc.21,275$258K0.0%-56.6%0.000%
2/9/2023 First Trust Advisors LP107,487$1.30M0.0%+15.8%0.000%
2/8/2023 Oppenheimer & Co. Inc.34,800$422K0.0%+9.3%0.000%
2/7/2023Commonwealth Equity Services LLC10,621$128K0.0%N/A0.000%
2/7/2023 LPL Financial LLC127,312$1.54M0.0%+26.6%0.000%
2/7/2023 FourThought Financial Partners LLC38,341$465K0.1%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.70,784$858K0.0%+116.3%0.000%
2/7/2023 Moors & Cabot Inc.33,475$513K0.0%-31.7%0.000%
2/3/2023 Shaker Financial Services LLC73,389$889K0.4%-74.3%0.000%
1/31/2023 Kestra Advisory Services LLC11,319$137K0.0%+8.3%0.000%
1/30/2023 Congress Park Capital LLC67,500$818K0.5%+35.0%0.000%
1/25/2023 Stephens Inc. AR10,400$126K0.0%N/A0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.130,322$1.58M0.1%-6.3%0.000%
11/21/2022FourThought Financial LLC30,903$364K0.1%+18.1%0.000%
11/16/2022 Saba Capital Management L.P.761,868$8.98M0.1%+20.4%0.000%
11/15/2022 Logan Stone Capital LLC106,609$1.26M0.8%-9.8%0.000%
11/15/2022 Bulldog Investors LLP104,800$1.24M0.4%-0.9%0.000%
11/15/2022 Cohen & Steers Inc.130,826$1.54M0.0%+26.7%0.000%
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11/14/2022 Guggenheim Capital LLC62,363$735K0.0%-37.5%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.245,245$2.89M1.2%-6.9%0.000%
11/14/2022 Oppenheimer & Co. Inc.31,853$375K0.0%N/A0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.139,045$1.64M0.1%-2.8%0.000%
11/10/2022 City of London Investment Management Co. Ltd.71,593$844K0.1%N/A0.000%
11/9/2022 Shaker Financial Services LLC285,995$3.37M1.7%-5.8%0.000%
11/8/2022 Advisors Asset Management Inc.261,273$3.08M0.1%-2.5%0.000%
11/8/2022Matisse Capital68,837$811K1.0%+92.2%0.000%
11/8/2022 Moors & Cabot Inc.49,025$578K0.0%+45.4%0.000%
11/2/2022 Landscape Capital Management L.L.C.13,685$161K0.0%-33.6%0.000%
(Data available from 1/1/2016 forward)

AIF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AIF shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Apollo Tactical Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($8.64M), Foundations Investment Advisors LLC ($4.14M), Advisor Partners II LLC ($3.96M), Shaker Financial Services LLC ($1.92M), Cetera Investment Advisers ($1.78M), Cetera Advisors LLC ($1.61M), and LPL Financial LLC ($1.54M).Learn more on AIF's institutional investors.

Which institutional investors have been buying Apollo Tactical Income Fund stock?

Of the 44 institutional investors that purchased Apollo Tactical Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisor Partners II LLC ($296.28K), Foundations Investment Advisors LLC ($275.51K), Saba Capital Management L.P. ($128.87K), Cetera Investment Advisers ($121.52K), Cetera Advisors LLC ($90.94K), Shaker Financial Services LLC ($83.63K), and Citizens Business Bank ($80K).

How much institutional buying is happening at Apollo Tactical Income Fund?

Institutional investors have bought a total of 1,722,757 shares in the last 24 months. This purchase volume represents approximately $22.67M in transactions.

Which Apollo Tactical Income Fund major shareholders have been selling company stock?

Of the 15 institutional investors that sold Apollo Tactical Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($428.34K), Shaker Financial Services LLC ($218.68K), Cohen & Steers Inc. ($65.69K), Congress Park Capital LLC ($65K), Bulldog Investors LLP ($59.62K), Moors & Cabot Inc. ($47.18K), and Hennion & Walsh Asset Management Inc. ($28.64K).

How much institutional selling is happening at Apollo Tactical Income Fund?

Institutional investors have sold a total of 969,618 shares in the last 24 months. This volume of shares sold represents approximately $12.66M in transactions.



This page (NYSE:AIF) was last updated on 11/17/2024 by MarketBeat.com Staff
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