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Get Institutions for : 
Apollo Tactical Income Fund Inc. (AIF)  
$14.66 0.23 (1.54%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    5
Total shares held : 
 4,061,819  
% of shares held : 
 28.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -1,957,577  
% of shares held change : 
   -13.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.09  
Last Quarter's Ending Price : 
 $13.96  
Last Quarter's Average Price : 
 $13.14  
Change from last quarter's     
avg. price to the last closing  : 
1.52 (11.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 110,528
 2.72%
 
Increased Positions :
15
 197,499
 4.86%
 
Unchanged Positions :
9
 1,067,730
 26.29%
 
Decreased Positions :
16
-1,308,999
-32.23%
 
Closed Positions :
13
-956,605
-23.55%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Pathstone Holdings LLC 239 - 2024-03-31 894,929 $12,797,000 -85,937
   MORGAN STANLEY 3774 - 2024-03-31 376,884 $5,389,000 -397,226
   WELLS FARGO & CO/MN 2033 - 2024-03-31 313,443 $4,482,000 -128,313
   ADVISOR PARTNERS II LLC 132 *New 2023-09-30 296,276 $3,961,000 296,276
   Foundations Investment Advisors LLC 165 - 2024-03-31 259,221 $3,707,000 7,040
   INVESCO LTD 2371 - 2024-03-31 229,155 $3,277,000 18,531
   LPL FINANCIAL CORP 2132 - 2024-03-31 215,813 $3,086,000 47,287
   GUGGENHEIM CAPITAL LLC 790 - 2024-03-31 179,446 $2,566,000 41,298
   BANK OF AMERICA CORP /DE/ 3645 - 2024-03-31 132,878 $1,900,000 803
   MULTIFINANCIAL SECURITIES CORP 919 - 2024-03-31 112,547 $1,609,000 90,935
   ROYAL BANK OF CANADA 2703 - 2024-03-31 105,137 $1,503,000 12,903
   STEPHENS INC /AR/ 528 - 2024-03-31 85,414 $1,221,000 33,514
   Citizens Business Bank 72 - 2024-03-31 80,000 $1,144,000 52,500
   COMMONWEALTH EQUITY SERVICES LLC. 2429 *New 2024-03-31 53,079 $759,000 53,079
   Capital Investment Advisors LLC 328 - 2024-03-31 52,624 $753,000 -1,950
   Advisor Group Holdings Inc. 2683 - 2024-03-31 46,769 $669,000 21,548
   Qube Research & Technologies Ltd 2066 - 2024-03-31 42,634 $610,000 0
   RAYMOND JAMES & ASSOCIATES 3038 - 2024-03-31 33,913 $485,000 -15,306
   Kestra Advisory Services LLC 1750 - 2024-03-31 29,950 $428,000 2,705
   NOTTINGHAM ADVISORS INC 98 - 2024-03-31 28,155 $403,000 947
   UBS Group AG 4257 - 2024-03-31 26,697 $382,000 499
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 78 - 2024-03-31 23,590 $337,000 0
   PRINCIPAL SECURITIES INC. 826 - 2024-03-31 22,758 $325,000 449
   ENVESTNET ASSET MANAGEMENT INC 3653 - 2024-03-31 22,582 $323,000 -517
   Capital Market Strategies LLC 99 - 2024-03-31 21,547 $308,000 -1,485
   STIFEL FINANCIAL CORP 2966 - 2024-03-31 18,234 $261,000 648
   Moors & Cabot Inc. 725 - 2024-03-31 17,825 $255,000 1,075
   Ausdal Financial Partners Inc. 413 - 2024-03-31 16,285 $233,000 125
   REDMONT WEALTH ADVISORS LLC 62 - 2024-03-31 16,040 $229,000 333
   REGIONS FINANCIAL CORP 782 *New 2024-03-31 15,000 $215,000 15,000
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 376 *New 2024-03-31 13,496 $193,000 13,496
   HARTLINE INVESTMENT CORP/ 376 *New 2024-03-31 13,496 $193,000 13,496
   Congress Park Capital LLC 112 - 2024-03-31 12,500 $179,000 -42,500
   Sovereign Financial Group Inc. 282 - 2024-03-31 10,293 $147,000 33
   Nelson Van Denburg & Campbell Wealth Management Gr 802 *New 2024-03-31 10,231 $146,000 10,231
   VIRTU FINANCIAL LLC 939 *New 2023-12-31 10,288 $144,000 10,288
   APOLLO MANAGEMENT HOLDINGS, L.P. 44 - 2024-03-31 5,236 $75,000 0
   Anfield Capital Management LLC 94 *New 2024-03-31 4,205 $60,000 4,205
   GPS Wealth Strategies Group LLC 544 - 2024-03-31 3,022 $43,000 -730
   FinTrust Capital Advisors LLC 583 - 2024-03-31 2,635 $38,000 0
   Goss Wealth Management LLC 2434 - 2024-03-31 2,299 $33,000 0
   Larson Financial Group LLC 1143 - 2024-03-31 417 $6,000 332
   COMERICA BANK 3572 - 2024-03-31 74 $1,000 -237
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3202 *Closed 2024-03-31 0 $0 -3,114
   Atria Wealth Solutions Inc. 1943 *Closed 2024-03-31 0 $0 -26,000
   BDO Wealth Advisors LLC 958 *Closed 2023-06-30 0 $0 -402
   OPPENHEIMER & CO INC 1495 *Closed 2024-03-31 0 $0 -28,300
   AMERICAN NATIONAL BANK 548 *Closed 2024-03-31 0 $0 -119
   ADVISORY SERVICES NETWORK, LLC 2814 *Closed 2024-03-31 0 $0 -833
   PROEQUITIES INC. 6292 - 2024-03-31 0 $0 0
   FourThought Financial Partners LLC 342 *Closed 2024-03-31 0 $0 -51,175
   WealthCollab LLC 929 *Closed 2024-03-31 0 $0 -100
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2082 *New 2024-03-31 23 $0 23
   CoreCap Advisors LLC 632 *Closed 2023-12-31 0 $0 -18,300
   J P MORGAN CHASE & CO 6392 *Closed 2024-03-31 0 $0 -16,144
   BROOKLYN CAPITAL MANAGEMENT LLC 164 *Closed 2024-03-31 0 $0 -37,375
   WESTCHESTER CAPITAL MANAGEMENT, LLC 263 *Closed 2024-03-31 0 $0 -21,512
   JONES ROAD CAPITAL MANAGEMENT L.P. 27 *Closed 2024-03-31 0 $0 -21,615
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 188 *Closed 2024-03-31 0 $0 -16,917
   Hennion & Walsh Asset Management Inc. 895 *Closed 2024-03-31 0 $0 -57,073
  60 Records found
  1    
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