Vault-13

APOLLO TACTICAL INCOME FD IN

COM · CUSIP 037638103

0 institutional holders -48 vs Q2 2024
—reported value*
0 new 0 added 0 reduced 48 sold out net sold ≈ $47.4m (-3.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 50Q4 22: 57Q1 23: 60Q2 23: 58Q3 23: 52Q4 23: 50Q1 24: 45Q2 24: 48Q3 24: 00Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202250
Q4 202257
Q1 202360
Q2 202358
Q3 202352
Q4 202350
Q1 202445
Q2 202448
Q3 20240

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 33 bought or addedQ4 22: 15 cut or sold outQ1 23: 28 bought or addedQ1 23: 25 cut or sold outQ1 23Q2 23: 23 bought or addedQ2 23: 27 cut or sold outQ3 23: 19 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 25 bought or addedQ4 23: 28 cut or sold outQ1 24: 29 bought or addedQ1 24: 25 cut or sold outQ1 24Q2 24: 27 bought or addedQ2 24: 18 cut or sold outQ3 24: 0 bought or addedQ3 24: 48 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223315
Q1 20232825
Q2 20232327
Q3 20231933
Q4 20232528
Q1 20242925
Q2 20242718
Q3 2024048

Biggest buyers

None

Biggest sellers

Pathstone Holdings, LLC Sold out -621,557-621.6k
WELLS FARGO & COMPANY/MN Sold out -324,609-324.6k
MORGAN STANLEY Sold out -320,189-320.2k
Foundations Investment Advisors, LLC Sold out -282,552-282.6k
GUGGENHEIM CAPITAL LLC Sold out -240,525-240.5k
Invesco Ltd. Sold out -217,662-217.7k
LPL Financial LLC Sold out -175,288-175.3k
BANK OF AMERICA CORP /DE/ Sold out -134,109-134.1k
ROYAL BANK OF CANADA Sold out -122,205-122.2k
Cetera Investment Advisers Sold out -121,518-121.5k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change