Apollo Tactical Income Fund Inc. - 037638103
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pathstone Holdings, LLC | History | Reduced | 621,557 | 9,099 | 0.04% | 0.06% | 1 | -273,372 | -30.55% | Q2 2024 | Aug 14, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 324,609 | 4,752 | 0.0% | 0.0% | 2 | +11,166 | 3.56% | Q2 2024 | Aug 13, 2024 |
| MORGAN STANLEY | History | Reduced | 320,189 | 4,687 | 0.0% | 0.0% | 3 | -56,695 | -15.04% | Q2 2024 | May 14, 2025 |
| Foundations Investment Advisors, LLC | History | Added to | 282,552 | 4,136 | 0.1% | 0.1% | 4 | +23,331 | 9.0% | Q2 2024 | Aug 02, 2024 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 240,525 | 3,521 | 0.02% | 0.02% | 5 | +61,079 | 34.04% | Q2 2024 | Aug 14, 2024 |
| Invesco Ltd. | History | Reduced | 217,662 | 3,186 | 0.0% | 0.0% | 6 | -11,493 | -5.02% | Q2 2024 | Aug 13, 2024 |
| LPL Financial LLC | History | Reduced | 175,288 | 2,566 | 0.0% | 0.0% | 7 | -40,525 | -18.78% | Q2 2024 | Aug 07, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 134,109 | 1,963 | 0.0% | 0.01% | 8 | +1,231 | 0.93% | Q2 2024 | Aug 14, 2024 |
| ROYAL BANK OF CANADA | History | Added to | 122,205 | 1,790 | 0.0% | 0.0% | 9 | +17,068 | 16.23% | Q2 2024 | Nov 06, 2024 |
| Cetera Investment Advisers | History | Added to | 121,518 | 1,779 | 0.0% | 0.0% | 10 | +6,865 | 5.99% | Q2 2024 | Aug 22, 2024 |
| STEPHENS INC /AR/ | History | Added to | 87,514 | 1,281 | 0.02% | 0.02% | 11 | +2,100 | 2.46% | Q2 2024 | Aug 06, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,810 | 773 | 0.0% | 0.0% | 12 | -269 | -0.51% | Q2 2024 | Jul 31, 2024 |
| Capital Investment Advisors, LLC | History | Added to | 52,640 | 770 | 0.02% | 0.02% | 13 | +16 | 0.03% | Q2 2024 | Jul 12, 2024 |
| Kestra Advisory Services, LLC | History | Added to | 30,265 | 443 | 0.0% | 0.0% | 14 | +315 | 1.05% | Q2 2024 | Aug 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,018 | 410 | 0.0% | 0.0% | 15 | -18,751 | -40.09% | Q2 2024 | Aug 13, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,759 | 377 | 0.0% | 0.0% | 16 | +3,177 | 14.07% | Q2 2024 | Aug 08, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,575 | 374 | 0.01% | 0.01% | 17 | +2,817 | 12.38% | Q2 2024 | Jul 31, 2024 |
| UBS Group AG | History | Reduced | 21,453 | 314 | 0.0% | 0.0% | 18 | -5,244 | -19.64% | Q2 2024 | Aug 14, 2024 |
| REGIONS FINANCIAL CORP | History | Added to | 20,000 | 292 | 0.0% | 0.0% | 19 | +5,000 | 33.33% | Q2 2024 | Jul 31, 2024 |
| STIFEL FINANCIAL CORP | History | Added to | 18,388 | 269 | 0.0% | 0.0% | 20 | +154 | 0.84% | Q2 2024 | Aug 13, 2024 |
| Sanctuary Advisors, LLC | History | New | 12,743 | 181 | 0.0% | — | 21 | +12,743 | New | Q2 2024 | Sep 05, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,347 | 151 | 0.0% | — | 22 | +10,347 | New | Q2 2024 | Aug 15, 2024 |
| Apollo Management Holdings, L.P. | History | No change | 5,236 | 76 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2024 | Aug 14, 2024 |
| NewEdge Advisors, LLC | History | No change | 2,299 | 33 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2024 | Aug 16, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,212 | 32 | 0.0% | — | 25 | +2,212 | New | Q2 2024 | Aug 09, 2024 |
| FIFTH THIRD BANCORP | History | New | 1,959 | 28 | 0.0% | — | 26 | +1,959 | New | Q2 2024 | Jul 22, 2024 |
| Farther Finance Advisors, LLC | History | New | 115 | 1 | 0.0% | — | 27 | +115 | New | Q2 2024 | Jul 31, 2024 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42,634 | -100.0% | Q1 2024 | May 14, 2024 |
| COMERICA BANK | History | Reduced | 52 | 0 | — | 0.0% | — | -22 | -29.73% | Q2 2024 | Aug 15, 2024 |
| ASSETMARK, INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2024 | Aug 13, 2024 |