Apollo Tactical Income Fund Inc.
AIFDelisted Jul 22, 2024- SEC CIK
- 0001526697
Apollo Tactical Income Fund Inc. was delisted on Jul 22, 2024; its insiders filed their last Form 4 on Jul 24, 2024; 47 institutions reported holding it in 13F filings for Q2 2024, worth $47.4M in total; no superinvestor held it.
Q1 2024 vs. Q4 2023
How the institutions holding Apollo Tactical Income Fund Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 49 | 44 | −5 |
| Shares | 4.07M | 3.60M | −474.1K (−11.6%) |
| Value | $57.0M | $51.5M | −$5.51M (−9.7%) |
New holders (10)
Institutions that held Apollo Tactical Income Fund Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 114,653 | $1.64M | 0.00% |
| Commonwealth Equity Services, LLC | 53,079 | $759.0K | 0.00% |
| Independent Financial Group, LLC | 38,100 | $544.8K | 0.03% |
| Regions Financial Corp | 15,000 | $214.5K | 0.00% |
| Hartline Investment Corp | 13,496 | $193.0K | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,496 | $193.0K | 0.03% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,231 | $146.3K | 0.01% |
| CoreCap Advisors, LLC | 7,400 | $105.8K | 0.01% |
| Anfield Capital Management, LLC | 4,205 | $60.1K | 0.03% |
| Assetmark, Inc | 23 | $329 | 0.00% |
Sold out (15)
Institutions that held Apollo Tactical Income Fund Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 57,073 | $796.7K |
| FourThought Financial Partners, LLC | 51,175 | $714.4K |
| Bulldog Investors, LLP | 37,375 | $521.8K |
| Oppenheimer & Co Inc | 28,300 | $395.1K |
| Atria Wealth Solutions, Inc. | 26,000 | $363.0K |
| Jones Road Capital Management, L.P. | 21,615 | $301.7K |
| Cetera Advisors LLC | 21,612 | $301.7K |
| Westchester Capital Management, LLC | 21,512 | $300.3K |
| Prevail Innovative Wealth Advisors, LLC | 16,917 | $236.2K |
| JPMorgan Chase & Co | 16,144 | $225.4K |
| Virtu Financial LLC | 10,288 | $144.0K |
| Northwestern Mutual Wealth Management Co | 3,114 | $43.5K |
| Advisory Services Network, LLC | 833 | $11.6K |
| American National Bank | 119 | $1.66K |
| WealthCollab, LLC | 100 | $1.40K |