Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Apollo Tactical Income Fund Inc. (AIF)  
$14.67 0.08 (0.55%) as of 4:30 Tue 5/14


Download
     
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  : 
1.53 (11.64%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Foundations Investment Advisors LLC 152 - 2023-12-31 252,181 $3,636,000 22,874
   LPL FINANCIAL CORP 2132 - 2024-03-31 215,813 $3,086,000 47,287
   INVESCO LTD 2393 - 2023-12-31 210,624 $2,940,000 21,817
   GUGGENHEIM CAPITAL LLC 856 - 2023-12-31 138,148 $1,929,000 22,647
   BANK OF AMERICA CORP /DE/ 3594 - 2023-12-31 132,075 $1,844,000 13,302
   ROYAL BANK OF CANADA 2908 - 2023-12-31 92,234 $1,288,000 29,146
   Citizens Business Bank 72 - 2024-03-31 80,000 $1,144,000 52,500
   STEPHENS INC /AR/ 619 - 2023-12-31 51,900 $725,000 10,000
   FourThought Financial Partners LLC 154 - 2023-12-31 51,175 $714,000 424
   Advisor Group Holdings Inc. 2683 - 2024-03-31 46,769 $669,000 21,548
   NOTTINGHAM ADVISORS INC 98 - 2023-12-31 27,208 $380,000 11,500
   Kestra Advisory Services LLC 1678 - 2023-12-31 27,245 $380,000 16,790
   UBS Group AG 4166 - 2023-12-31 26,198 $366,000 3,851
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 70 - 2023-12-31 23,590 $329,000 3,630
   PRINCIPAL SECURITIES INC. 826 - 2024-03-31 22,758 $325,000 449
   JONES ROAD CAPITAL MANAGEMENT L.P. 20 - 2023-12-31 21,615 $302,000 1,615
   MULTIFINANCIAL SECURITIES CORP 1410 - 2023-12-31 21,612 $302,000 100
   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
   Sovereign Financial Group Inc. 282 - 2024-03-31 10,293 $147,000 33
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2084 - 2023-12-31 3,114 $43,000 89
   Larson Financial Group LLC 1143 - 2024-03-31 417 $6,000 332

  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results