S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money

Apollo Tactical Income Fund (AIF) Institutional Ownership

$14.03
-0.09 (-0.64%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$28.55M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$15.75M
Get AIF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Apollo Tactical Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/5/2024 Capital Market Strategies LLC21,547$308K0.2%-6.4%0.000%
2/26/2024Virtu Financial LLC10,288$144K0.0%N/A0.000%
2/15/2024Westchester Capital Management LLC21,512$300K0.0%-66.7%0.000%
2/15/2024Bulldog Investors LLP37,375$522K0.2%-61.5%0.000%
2/14/2024Royal Bank of Canada92,234$1.29M0.0%+46.2%0.000%
2/14/2024Pathstone Holdings LLC980,866$13.69M0.1%N/A0.000%
2/14/2024Kestra Advisory Services LLC27,245$380K0.0%+160.6%0.000%
2/14/2024Jones Road Capital Management L.P.21,615$302K0.1%+8.1%0.000%
2/13/2024Envestnet Asset Management Inc.23,099$322K0.0%-24.8%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%
2/12/2024Stifel Financial Corp17,586$246K0.0%-12.7%0.000%
2/9/2024Wells Fargo & Company MN441,756$6.17M0.0%-0.2%0.000%
2/9/2024UBS Group AG26,198$366K0.0%+17.2%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%
2/6/2024Sovereign 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%
1/19/2024Congress 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%
1/5/2024Capital Investment Advisors LLC54,574$762K0.0%-2.4%0.000%
11/16/2023Morgan Stanley1,871,068$25.02M0.0%-14.2%0.000%
11/15/2023Royal Bank of Canada63,088$843K0.0%+30.7%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%
11/13/2023Stifel Financial Corp20,134$269K0.0%-9.6%0.000%
11/13/2023LPL Financial LLC128,812$1.72M0.0%-0.9%0.000%
11/13/2023Invesco Ltd.188,807$2.52M0.0%+7.9%0.000%
11/13/2023Envestnet Asset Management Inc.30,698$410K0.0%+25.8%0.000%
11/13/2023Kestra Advisory Services LLC10,455$140K0.0%-48.2%0.000%
11/9/2023UBS Group AG22,347$299K0.0%-3.5%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%
Buy Alert: Get these AI trades on repeat (Ad)

With this AI Trade Finder, one of my newer students took his trading account from $1,500 to over $9,400 in just over a month

Click Here To Get My Daily List of AI Generated Trades
10/27/2023Hennion & Walsh Asset Management Inc.108,248$1.45M0.1%-14.5%0.000%
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%
10/16/2023Capital Investment Advisors LLC55,907$747K0.0%-4.6%0.000%
10/13/2023Congress Park Capital LLC65,000$869K0.5%-16.1%0.000%
10/5/2023Foundations Investment Advisors LLC229,307$3.07M0.1%+14.2%0.000%
8/21/2023Osaic Holdings Inc.83,250$1.06M0.0%-1.6%0.000%
8/15/2023Wells Fargo & Company MN484,866$6.15M0.0%-12.1%0.000%
8/15/2023Royal Bank of Canada48,284$613K0.0%-4.4%0.000%
8/15/2023Stifel Financial Corp22,263$283K0.0%-6.2%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%
8/11/2023Kestra Advisory Services LLC20,164$256K0.0%+92.9%0.000%
8/11/2023Guggenheim Capital LLC92,424$1.17M0.0%+27.5%0.000%
8/11/2023JPMorgan Chase & Co.4,785$61K0.0%+101.0%0.000%
8/10/2023Osaic Holdings Inc.83,250$1.06M0.0%-1.6%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%
8/4/2023Envestnet Asset Management Inc.24,395$310K0.0%+108.4%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%
7/14/2023Congress Park Capital LLC77,500$983K0.5%+10.7%0.000%
7/11/2023Capital Investment Advisors LLC58,574$743K0.0%-8.8%0.000%
5/18/2023JPMorgan Chase & Co.2,381$29K0.0%N/A0.000%
5/16/2023Apollo Management Holdings L.P.5,236$63K0.0%N/A0.000%
5/16/2023First Trust Advisors LP86,903$1.05M0.0%-19.2%0.000%
5/15/2023Stephens Inc. AR40,783$494K0.0%+292.1%0.000%
5/12/2023Stifel Financial Corp23,724$288K0.0%-6.3%0.000%
5/12/2023Advisors Asset Management Inc.135,888$1.65M0.0%-1.5%0.000%
5/12/2023Jones Road Capital Management L.P.20,000$242K0.2%N/A0.000%
5/12/2023Bank of America Corp DE161,903$1.96M0.0%-3.1%0.000%
5/11/2023Envestnet Asset Management Inc.11,705$142K0.0%-83.5%0.000%
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%
5/10/2023LPL Financial LLC130,568$1.58M0.0%+2.6%0.000%
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%
4/20/2023Hennion & Walsh Asset Management Inc.128,731$1.56M0.1%-1.2%0.000%
4/20/2023Congress 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%
2/21/2023Northwestern Mutual Wealth Management Co.6,443$78K0.0%-91.1%0.000%
2/15/2023Logan Stone Capital LLC99,609$1.21M0.5%-6.6%0.000%
Buy Alert: Get these AI trades on repeat (Ad)

With this AI Trade Finder, one of my newer students took his trading account from $1,500 to over $9,400 in just over a month

Click Here To Get My Daily List of AI Generated Trades
2/15/2023Morgan Stanley2,190,000$26.54M0.0%-6.0%0.000%
2/14/2023Susquehanna International Group LLP23,324$283K0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC10,302$125K0.0%N/A0.000%
2/14/2023Cetera Advisors LLC23,262$282K0.0%-51.1%0.000%
2/13/2023Advisors Asset Management Inc.138,003$1.67M0.0%-47.2%0.000%
2/13/2023Wells Fargo & Company MN606,457$7.35M0.0%-8.7%0.000%
2/10/2023City of London Investment Management Co. Ltd.111,376$1.35M0.1%+55.6%0.000%
2/10/2023Bank of America Corp DE167,021$2.02M0.0%+1.3%0.000%
2/10/2023Advisor Group Holdings Inc.79,092$960K0.0%+1.9%0.000%
2/10/2023Sit Investment Associates Inc.5,436$66K0.0%N/A0.000%
(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, 69 institutional investors and hedge funds held shares of Apollo Tactical Income Fund. The most heavily invested institutionals were Morgan Stanley ($25.02M), Pathstone Holdings LLC ($13.69M), Saba Capital Management L.P. ($8.64M), Wells Fargo & Company MN ($6.17M), Rivernorth Capital Management LLC ($5.21M), Advisor Partners II LLC ($3.96M), and Foundations Investment Advisors LLC ($3.64M).Learn more on AIF's institutional investors.

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

Of the 58 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: Pathstone Holdings LLC ($980.87K), Advisor Partners II LLC ($296.28K), Rivernorth Capital Management LLC ($258.27K), Foundations Investment Advisors LLC ($252.18K), Saba Capital Management L.P. ($128.87K), City of London Investment Management Co. Ltd. ($111.38K), and Shaker Financial Services LLC ($99.46K).

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

Institutional investors have bought a total of 3,408,531 shares in the last 24 months. This purchase volume represents approximately $45.21M in transactions.

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

Of the 34 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. ($507.15K), Morgan Stanley ($447.65K), Shaker Financial Services LLC ($284.13K), Advisors Asset Management Inc. ($231.43K), Northwestern Mutual Wealth Management Co. ($190.74K), Wells Fargo & Company MN ($128.82K), and Westchester Capital Management LLC ($85.54K).

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

Institutional investors have sold a total of 2,403,992 shares in the last 24 months. This volume of shares sold represents approximately $30.85M in transactions.


This page (NYSE:AIF) was last updated on 4/13/2024 by MarketBeat.com Staff

From Our Partners