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Apollo Tactical Income Fund (AIF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$7.85M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.63M
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AIF Institutional Buying and Selling by Quarter

Apollo Tactical Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024Sanctuary Advisors LLC12,743$181K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers121,518$1.78M0.0%+6.0%0.000%
8/7/2024PFG Investments LLC10,481$153K0.0%N/A0.000%
8/6/2024Ausdal Financial Partners Inc.19,226$281K0.0%+18.1%0.000%
8/3/2024Nottingham Advisors Inc.31,021$454K0.1%+10.2%0.000%
8/2/2024Foundations Investment Advisors LLC282,552$4.14M0.1%+9.0%0.000%
7/22/2024Fifth Third Bancorp1,959$29K0.0%N/A0.000%
7/19/2024Tyche Wealth Partners LLC22,487$329K0.1%N/A0.000%
7/10/2024Redmont Wealth Advisors LLC13,828$202K0.3%-13.8%0.000%
5/24/2024Cetera Advisors LLC112,547$1.61M0.0%+420.8%0.000%
5/24/2024Cetera Investment Advisers114,653$1.64M0.0%N/A0.000%
4/30/2024Hartline Investment Corp13,496$193K0.0%N/A0.000%
4/30/2024Commonwealth Equity Services LLC53,079$759K0.0%N/A0.000%
4/18/2024Citizens 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%
2/15/2024Bulldog Investors LLP37,375$522K0.2%-61.5%0.000%
2/14/2024Jones Road Capital Management L.P.21,615$302K0.1%+8.1%0.000%
2/13/2024Stephens Inc. AR51,900$725K0.0%+23.9%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC16,917$236K0.1%N/A0.000%
2/13/2024Walled Lake Planning & Wealth Management LLC23,590$329K0.2%+18.2%0.000%
2/8/2024Foundations Investment Advisors LLC252,181$3.64M0.1%+10.0%0.000%
2/7/2024Principal Securities Inc.22,309$311K0.0%N/A0.000%
2/6/2024 Sovereign Financial Group Inc.10,260$143K0.0%N/A0.000%
2/5/2024Citizens Business Bank27,500$377K0.1%N/A0.000%
1/31/2024Redmont Wealth Advisors LLC15,707$219K0.3%N/A0.000%
1/29/2024Nottingham 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%
1/11/2024Ausdal Financial Partners Inc.16,160$226K0.0%N/A0.000%
1/8/2024 Capital Market Strategies LLC23,032$322K0.3%N/A0.000%
1/5/2024 Capital Investment Advisors LLC54,574$762K0.0%-2.4%0.000%
11/14/2023Saba Capital Management L.P.646,082$8.64M0.2%-39.9%0.000%
11/14/2023Clough Capital Partners L P15,700$210K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC10,455$140K0.0%-48.2%0.000%
11/8/2023Westchester Capital Management LLC64,561$863K0.0%-24.6%0.000%
11/8/2023Moors & Cabot Inc.18,950$253K0.0%-14.0%0.000%
11/8/2023Oppenheimer & Co. Inc.28,300$378K0.0%-18.7%0.000%
11/6/2023Nottingham 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%
10/24/2023FinTrust Capital Advisors LLC2,635$35K0.0%N/A0.000%
10/16/2023 Capital Investment Advisors LLC55,907$747K0.0%-4.6%0.000%
10/13/2023 Congress Park Capital LLC65,000$869K0.5%-16.1%0.000%
10/5/2023Foundations Investment Advisors LLC229,307$3.07M0.1%+14.2%0.000%
8/15/2023Ironsides Asset Advisors LLC10,653$134K0.1%N/A0.000%
8/15/2023Cohen & Steers Inc.57,052$724K0.0%-53.5%0.000%
8/11/2023Guggenheim Capital LLC92,424$1.17M0.0%+27.5%0.000%
8/10/2023Moors & Cabot Inc.22,025$279K0.0%-3.5%0.000%
8/10/2023Cetera Advisors LLC21,312$270K0.0%-7.6%0.000%
8/8/2023Nottingham Advisors Inc.13,159$167K0.0%+16.4%0.000%
8/7/2023Shaker Financial Services LLC150,946$1.92M0.8%-3.9%0.000%
7/26/2023Janney Montgomery Scott LLC10,265$130K0.0%N/A0.000%
7/25/2023Raymond James & Associates53,304$676K0.0%+13.5%0.000%
7/19/2023Foundations Investment Advisors LLC200,724$2.55M0.1%N/A0.000%
7/17/2023GPS Wealth Strategies Group LLC4,307$55K0.0%N/A0.000%
7/14/2023 Congress Park Capital LLC77,500$983K0.5%+10.7%0.000%
7/11/2023 Capital Investment Advisors LLC58,574$743K0.0%-8.8%0.000%
5/12/2023Jones Road Capital Management L.P.20,000$242K0.2%N/A0.000%
5/11/2023Guggenheim Capital LLC72,485$879K0.0%+29.3%0.000%
5/10/2023Landscape Capital Management L.L.C.12,313$149K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC157,022$1.90M0.8%+114.0%0.000%
5/8/2023Wolverine Asset Management LLC24,766$300K0.0%N/A0.000%
5/5/2023Moors & Cabot Inc.22,825$277K0.0%+7.3%0.000%
5/4/2023FourThought 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%
4/13/2023 Accurate Wealth Management LLC11,616$143K0.0%N/A0.000%
2/10/2023City of London Investment Management Co. Ltd.111,376$1.35M0.1%+55.6%0.000%
2/10/2023Sit Investment Associates Inc.5,436$66K0.0%N/A0.000%
2/10/2023Moors & Cabot Inc.21,275$258K0.0%-56.6%0.000%
2/9/2023First Trust Advisors LP107,487$1.30M0.0%+15.8%0.000%
2/8/2023Oppenheimer & Co. Inc.34,800$422K0.0%+9.3%0.000%
2/7/2023Commonwealth Equity Services LLC10,621$128K0.0%N/A0.000%
2/7/2023LPL Financial LLC127,312$1.54M0.0%+26.6%0.000%
2/7/2023FourThought Financial Partners LLC38,341$465K0.1%N/A0.000%
2/7/2023Envestnet Asset Management Inc.70,784$858K0.0%+116.3%0.000%
2/7/2023Moors & Cabot Inc.33,475$513K0.0%-31.7%0.000%
2/3/2023Shaker Financial Services LLC73,389$889K0.4%-74.3%0.000%
1/31/2023Kestra Advisory Services LLC11,319$137K0.0%+8.3%0.000%
1/30/2023 Congress Park Capital LLC67,500$818K0.5%+35.0%0.000%
1/25/2023Stephens 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%
11/16/2022Saba Capital Management L.P.761,868$8.98M0.1%+20.4%0.000%
11/15/2022Logan Stone Capital LLC106,609$1.26M0.8%-9.8%0.000%
11/15/2022Bulldog Investors LLP104,800$1.24M0.4%-0.9%0.000%
11/15/2022Cohen & Steers Inc.130,826$1.54M0.0%+26.7%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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11/14/2022Guggenheim Capital LLC62,363$735K0.0%-37.5%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.245,245$2.89M1.2%-6.9%0.000%
11/14/2022Oppenheimer & 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%
11/10/2022City of London Investment Management Co. Ltd.71,593$844K0.1%N/A0.000%
11/9/2022Shaker Financial Services LLC285,995$3.37M1.7%-5.8%0.000%
11/8/2022Advisors Asset Management Inc.261,273$3.08M0.1%-2.5%0.000%
11/8/2022Matisse Capital68,837$811K1.0%+92.2%0.000%
11/8/2022Moors & Cabot Inc.49,025$578K0.0%+45.4%0.000%
11/2/2022Landscape 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, 48 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 42 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), Cetera Investment Advisers ($121.52K), Cetera Advisors LLC ($90.94K), Shaker Financial Services LLC ($83.63K), Citizens Business Bank ($80K), and Commonwealth Equity Services LLC ($63.70K).

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

Institutional investors have bought a total of 1,589,157 shares in the last 24 months. This purchase volume represents approximately $21.09M 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 Westchester Capital Management LLC ($21.06K).

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

Institutional investors have sold a total of 960,895 shares in the last 24 months. This volume of shares sold represents approximately $12.56M in transactions.


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This page (NYSE:AIF) was last updated on 1/18/2025 by MarketBeat.com Staff
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