Apollo Global Management Ownership 2024 | Who Owns Apollo Global Management Now?
Institutional Ownership
57.44%
Insider Ownership
26.96%
Retail Ownership
15.60%
Institutional Holders
940.00
Apollo Global Management Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 7.01% | 0.09% | 41,249,172 | 555,125 | 1.36% | 4,870,289,738 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 5.35% | 0.61% | 31,484,135 | -211,924 | -0.67% | 3,717,331,816 | Jun 30, 2024 |
BLACKROCK INC. | 4.04% | 0.06% | 23,782,284 | -3,471,092 | -12.74% | 2,807,974,382 | Jun 30, 2024 |
FMR LLC | 3.07% | 0.14% | 18,046,223 | 3,034,253 | 20.21% | 2,130,717,547 | Jun 30, 2024 |
TIGER GLOBAL MANAGEMENT LLC | 2.09% | 6.71% | 12,285,193 | - | - | 1,450,512,738 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.85% | 0.26% | 10,890,316 | 88,376 | 0.82% | 1,285,819,608 | Jun 30, 2024 |
STATE STREET CORP | 1.78% | 0.05% | 10,482,679 | 123,254 | 1.19% | 1,237,689,910,000 | Jun 30, 2024 |
NORGES BANK | 1.27% | 0.13% | 7,452,700 | 7,452,700 | 100.00% | 879,940,289 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.25% | 0.19% | 7,368,290 | 2,629,725 | 55.50% | 869,974,000 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.20% | 0.26% | 7,050,313 | 689,741 | 10.84% | 832,430,457 | Jun 30, 2024 |
MORGAN STANLEY | 1.13% | 0.06% | 6,668,392 | -82,049 | -1.22% | 787,337,211 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 1.11% | 0.63% | 6,529,589 | -465,158 | -6.65% | 770,948,533 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.06% | 0.09% | 6,212,502 | -189,561 | -2.96% | 733,511,000 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.99% | 0.32% | 5,810,607 | 1,989,747 | 52.08% | 686,058,368 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.93% | 0.06% | 5,462,998 | -2,427,239 | -30.76% | 644,363,912 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.75% | 0.12% | 4,383,217 | 126,859 | 2.98% | 517,527,348 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.15% | 4,302,772 | 1,116,457 | 35.04% | 508,028,290 | Jun 30, 2024 |
BRAVE WARRIOR ADVISORS, LLC | 0.64% | 9.89% | 3,779,701 | -24,683 | -0.65% | 446,269,297 | Jun 30, 2024 |
MARINER, LLC | 0.63% | 0.85% | 3,729,707 | 13,519 | 0.36% | 440,120,232 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.54% | 0.35% | 3,161,073 | -180,092 | -5.39% | 373,227,890 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | 0.40% | 38.92% | 2,362,535 | 2,362,535 | 100.00% | 278,944,516 | Jun 30, 2024 |
GUARDIAN POINT CAPITAL, LP | 0.10% | 33.34% | 600,000 | - | - | 70,842,000 | Jun 30, 2024 |
MSA ADVISORS, LLC | 0.14% | 27.42% | 810,102 | 1,900 | 0.24% | 95,648,743 | Jun 30, 2024 |
OCO CAPITAL PARTNERS, L.P. | 0.07% | 24.89% | 400,000 | - | - | 47,228,000 | Jun 30, 2024 |
MUDITA ADVISORS LLP | 0.04% | 15.23% | 251,970 | 44,900 | 21.68% | 29,750,098 | Jun 30, 2024 |
NFC INVESTMENTS, LLC | 0.07% | 14.09% | 416,112 | -149 | -0.04% | 49,130,000 | Jun 30, 2024 |
NEWBROOK CAPITAL ADVISORS LP | 0.14% | 13.92% | 801,934 | 5,434 | 0.68% | 94,684,347 | Jun 30, 2024 |
PB INVESTMENT PARTNERS, L.P. | 0.06% | 13.23% | 336,123 | 164,761 | 96.15% | 16,298,604 | Jun 30, 2024 |
CNA FINANCIAL CORP | 0.03% | 11.23% | 170,000 | 5,000 | 3.03% | 20,071,900 | Jun 30, 2024 |
KNOTT DAVID M JR | 0.04% | 10.60% | 225,000 | - | - | 26,566,000 | Jun 30, 2024 |
BRAVE WARRIOR ADVISORS, LLC | 0.64% | 9.89% | 3,779,701 | -24,683 | -0.65% | 446,269,297 | Jun 30, 2024 |
MHR FUND MANAGEMENT LLC | 0.12% | 9.77% | 679,000 | - | - | 80,169,530 | Jun 30, 2024 |
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 0.04% | 9.47% | 217,679 | -1,991 | -0.91% | 25,701,360 | Jun 30, 2024 |
RDST CAPITAL LLC | 0.05% | 9.10% | 293,040 | -14,095 | -4.59% | 34,599,233 | Jun 30, 2024 |
REGAL PARTNERS LTD | 0.12% | 8.73% | 714,130 | -88,753 | -11.05% | 84,317,329 | Jun 30, 2024 |
HST VENTURES, LLC | 0.03% | 8.15% | 152,905 | -30,334 | -16.55% | 18,053,493 | Jun 30, 2024 |
ACCUVEST GLOBAL ADVISORS | 0.01% | 7.77% | 29,612 | -3,625 | -10.91% | 3,496,289 | Jun 30, 2024 |
COOPERMAN LEON G | 0.26% | 7.60% | 1,525,000 | -100,000 | -6.15% | 180,056,750 | Jun 30, 2024 |
BECK MACK & OLIVER LLC | 0.52% | 7.54% | 3,081,857 | -71,440 | -2.27% | 363,874,822 | Jun 30, 2024 |
TIGER GLOBAL MANAGEMENT LLC | 2.09% | 6.71% | 12,285,193 | - | - | 1,450,512,738 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.13% | 7,452,700 | 7,452,700 | 100.00% | 879,940,289 | Jun 30, 2024 |
FMR LLC | 3.07% | 0.14% | 18,046,223 | 3,034,253 | 20.21% | 2,130,717,547 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.25% | 0.19% | 7,368,290 | 2,629,725 | 55.50% | 869,974,000 | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | 0.40% | 38.92% | 2,362,535 | 2,362,535 | 100.00% | 278,944,516 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.99% | 0.32% | 5,810,607 | 1,989,747 | 52.08% | 686,058,368 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.15% | 4,302,772 | 1,116,457 | 35.04% | 508,028,290 | Jun 30, 2024 |
VIKING GLOBAL INVESTORS LP | 0.17% | 0.44% | 971,224 | 971,224 | 100.00% | 114,672,418 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.20% | 0.26% | 7,050,313 | 689,741 | 10.84% | 832,430,457 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.10% | 0.39% | 581,962 | 581,962 | 100.00% | 68,712,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 7.01% | 0.09% | 41,249,172 | 555,125 | 1.36% | 4,870,289,738 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.09% | 0.02% | 533,344 | 533,344 | 100.00% | 62,971,925 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.39% | 0.02% | 2,278,431 | 451,100 | 24.69% | 269,014,381 | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | 0.08% | 2.77% | 493,477 | 433,741 | 726.10% | 58,264,829 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.16% | 0.15% | 955,673 | 408,105 | 74.53% | 112,836,312 | Jun 30, 2024 |
FLAT FOOTED LLC | 0.06% | 4.00% | 360,000 | 360,000 | 100.00% | 42,505,200 | Jun 30, 2024 |
INVESCO LTD. | 0.14% | 0.02% | 851,472 | 345,854 | 68.40% | 100,533,299 | Jun 30, 2024 |
BANK OF NOVA SCOTIA | 0.06% | 0.08% | 334,227 | 317,929 | 1950.72% | 39,462,182 | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | 0.11% | 0.10% | 658,936 | 314,441 | 91.28% | 77,801,000 | Jun 30, 2024 |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.05% | 0.27% | 306,580 | 306,580 | 100.00% | 36,197,901 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.11% | 0.20% | 637,790 | 291,925 | 84.40% | 75,303,883 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 4.04% | 0.06% | 23,782,284 | -3,471,092 | -12.74% | 2,807,974,382 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.93% | 0.06% | 5,462,998 | -2,427,239 | -30.76% | 644,363,912 | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -2,355,126 | -100.00% | - | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.01% | 0.02% | 49,433 | -995,989 | -95.27% | 5,836,554 | Jun 30, 2024 |
STATE OF MICHIGAN RETIREMENT SYSTEM | - | - | - | -665,000 | -100.00% | - | Jun 30, 2024 |
NORDEA INVESTMENT MANAGEMENT AB | 0.01% | 0.00% | 30,177 | -641,192 | -95.51% | 3,584,122 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.04% | 0.06% | 214,650 | -604,300 | -73.79% | 25,343,726 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.32% | 0.26% | 1,905,300 | -594,879 | -23.79% | 224,871,458 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.13% | 0.03% | 767,947 | -475,555 | -38.24% | 90,671,502 | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | 1.11% | 0.63% | 6,529,589 | -465,158 | -6.65% | 770,948,533 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.23% | 0.08% | 1,334,463 | -438,023 | -24.71% | 157,565,596 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.15% | 0.05% | 867,158 | -395,619 | -31.33% | 102,385,344 | Jun 30, 2024 |
PANAGORA ASSET MANAGEMENT INC | 0.00% | 0.01% | 8,948 | -309,965 | -97.19% | 1,056,490 | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -287,900 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.34% | 0.02% | 1,994,272 | -257,781 | -11.45% | 235,463,731 | Jun 30, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.11% | 0.37% | 629,577 | -257,184 | -29.00% | 74,334,142 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.03% | 92,768 | -234,738 | -71.67% | 10,948,000 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 5.35% | 0.61% | 31,484,135 | -211,924 | -0.67% | 3,717,331,816 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.07% | 0.01% | 426,241 | -199,764 | -31.91% | 50,326,000 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.01% | 0.00% | 35,214 | -194,145 | -84.65% | 4,157,717 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.13% | 7,452,700 | 7,452,700 | 100.00% | 879,940,289 | Jun 30, 2024 |
VIKING GLOBAL INVESTORS LP | 0.17% | 0.44% | 971,224 | 971,224 | 100.00% | 114,672,418 | Jun 30, 2024 |
FLAT FOOTED LLC | 0.06% | 4.00% | 360,000 | 360,000 | 100.00% | 42,505,200 | Jun 30, 2024 |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.05% | 0.27% | 306,580 | 306,580 | 100.00% | 36,197,901 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.03% | 0.45% | 166,800 | 166,800 | 100.00% | 19,694,076 | Jun 30, 2024 |
LOCUST WOOD CAPITAL ADVISERS, LLC | 0.02% | 0.53% | 124,700 | 124,700 | 100.00% | 14,723,329 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.02% | 0.07% | 120,000 | 120,000 | 100.00% | 14,168,400 | Jun 30, 2024 |
ANCHOR CAPITAL ADVISORS LLC | 0.02% | 0.35% | 105,180 | 105,180 | 100.00% | 12,418,659 | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | 0.02% | 0.11% | 102,305 | 102,305 | 100.00% | 12,079,151 | Jun 30, 2024 |
BARCLAYS PLC | 0.02% | 0.00% | 100,000 | 100,000 | 100.00% | 11,807,000 | Jun 30, 2024 |
BAHL & GAYNOR INC | 0.02% | 0.06% | 97,511 | 97,511 | 100.00% | 11,513,168 | Jun 30, 2024 |
ELEMENT CAPITAL MANAGEMENT LLC | 0.02% | 0.86% | 93,709 | 93,709 | 100.00% | 11,064,222 | Jun 30, 2024 |
MARK ASSET MANAGEMENT LP | 0.02% | 1.07% | 90,421 | 90,421 | 100.00% | 10,676,000 | Jun 30, 2024 |
BELMONT CAPITAL, LLC | 0.02% | 1.94% | 88,545 | 88,545 | 100.00% | 10,385,623 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.12% | 86,515 | 86,515 | 100.00% | 10,215,000 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.01% | 0.02% | 78,500 | 78,500 | 100.00% | 9,268,495 | Jun 30, 2024 |
HONEYCOMB ASSET MANAGEMENT LP | 0.01% | 2.30% | 75,000 | 75,000 | 100.00% | 8,855,250 | Jun 30, 2024 |
RIVERMONT CAPITAL MANAGEMENT LP | 0.01% | 3.66% | 72,318 | 72,318 | 100.00% | 8,538,586 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.01% | 2.66% | 65,460 | 65,460 | 100.00% | 7,728,879 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.01% | 0.03% | 63,756 | 63,756 | 100.00% | 7,527,671 | Jun 30, 2024 |
0.01% | 3.21% | 37,411 | 37,411 | 100.00% | 4,417,117 | Jun 30, 2024 | |
LAURION CAPITAL MANAGEMENT LP | 0.01% | 0.05% | 33,963 | 33,963 | 100.00% | 4,010,011 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 1.44% | 28,800 | 28,800 | 100.00% | 3,400,416 | Jun 30, 2024 |
XTX TOPCO LTD | 0.00% | 0.26% | 25,339 | 25,339 | 100.00% | 2,991,776 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.00% | 0.03% | 25,000 | 25,000 | 100.00% | 2,951,750 | Jun 30, 2024 |
AXQ CAPITAL, LP | 0.00% | 0.67% | 24,156 | 24,156 | 100.00% | 2,852,099 | Jun 30, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.00% | 0.07% | 18,986 | 18,986 | 100.00% | 2,241,632 | Jun 30, 2024 |
CHOREO, LLC | 0.00% | 0.04% | 18,288 | 18,288 | 100.00% | 2,170,187 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.02% | 13,824 | 13,824 | 100.00% | 1,632,200 | Jun 30, 2024 |
WBI INVESTMENTS, INC. | 0.00% | 0.39% | 13,784 | 13,784 | 100.00% | 1,627,477 | Jun 30, 2024 |
PERBAK CAPITAL PARTNERS LLP | 0.00% | 0.46% | 13,183 | 13,183 | 100.00% | 1,556,517 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.00% | 0.01% | 12,313 | 12,313 | 100.00% | 1,454,000 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.00% | 0.01% | 11,985 | 11,985 | 100.00% | 1,415,069 | Jun 30, 2024 |
BANCO BTG PACTUAL S.A. | 0.00% | 0.21% | 10,800 | 10,800 | 100.00% | 1,353,672 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 10,270 | 10,270 | 100.00% | 1,212,579 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.00% | 0.01% | 9,183 | 9,183 | 100.00% | 1,084,173 | Jun 30, 2024 |
COZAD ASSET MANAGEMENT INC | 0.00% | 0.11% | 9,105 | 9,105 | 100.00% | 1,075,027 | Jun 30, 2024 |
TRIAGEN WEALTH MANAGEMENT LLC | 0.00% | 0.36% | 7,899 | 7,899 | 100.00% | 932,635 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 7,842 | 7,842 | 100.00% | 925,905 | Jun 30, 2024 |
TRADELINK CAPITAL LLC | 0.00% | 2.42% | 7,100 | 7,100 | 100.00% | 838,000 | Jun 30, 2024 |
CAPRICORN FUND MANAGERS LTD | 0.00% | 0.59% | 7,040 | 7,040 | 100.00% | 831,213 | Jun 30, 2024 |
HOHIMER WEALTH MANAGEMENT, LLC | 0.00% | 0.19% | 6,915 | 6,915 | 100.00% | 816,454 | Jun 30, 2024 |
CARROLL INVESTORS, INC | 0.00% | 0.53% | 6,403 | 6,403 | 100.00% | 756,002 | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | 0.00% | 0.01% | 4,551 | 4,551 | 100.00% | 501,364 | Jun 30, 2024 |
REGENT PEAK WEALTH ADVISORS LLC | 0.00% | 0.12% | 4,294 | 4,294 | 100.00% | 507,032 | Jun 30, 2024 |
PRIVATE WEALTH PARTNERS, LLC | 0.00% | 0.04% | 4,100 | 4,100 | 100.00% | 484,087 | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.05% | 3,813 | 3,813 | 100.00% | 450,201 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 3,755 | 3,755 | 100.00% | 443,361 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.07% | 3,729 | 3,729 | 100.00% | 440,283 | Jun 30, 2024 |
0.00% | 0.01% | 3,431 | 3,431 | 100.00% | 405,094 | Jun 30, 2024 | |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.02% | 3,218 | 3,218 | 100.00% | 379,949 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.08% | 3,204 | 3,204 | 100.00% | 378,296 | Jun 30, 2024 |
M3 ADVISORY GROUP, LLC | 0.00% | 0.31% | 3,143 | 3,143 | 100.00% | 371,054 | Jun 30, 2024 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.00% | 0.03% | 3,073 | 3,073 | 100.00% | 362,829 | Jun 30, 2024 |
ARBOR INVESTMENT ADVISORS, LLC | 0.00% | 0.05% | 2,800 | 2,800 | 100.00% | 330,596 | Jun 30, 2024 |
SMITH, MOORE & CO. | 0.00% | 0.03% | 2,735 | 2,735 | 100.00% | 322,921 | Jun 30, 2024 |
COOPER FINANCIAL GROUP | 0.00% | 0.05% | 2,678 | 2,678 | 100.00% | 316,218 | Jun 30, 2024 |
CYNDEO WEALTH PARTNERS, LLC | 0.00% | 0.02% | 2,610 | 2,610 | 100.00% | 308,163 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 2,497 | 2,497 | 100.00% | 294,821 | Jun 30, 2024 |
SCOTIA CAPITAL INC. | 0.00% | 0.00% | 2,217 | 2,217 | 100.00% | 261,760 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 2,172 | 2,172 | 100.00% | 256,448 | Jun 30, 2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 2,131 | 2,131 | 100.00% | 251,607 | Jun 30, 2024 |
FORTE CAPITAL LLC /ADV | 0.00% | 0.03% | 2,128 | 2,128 | 100.00% | 251,253 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.13% | 2,126 | 2,126 | 100.00% | 251,045 | Jun 30, 2024 |
MOSS ADAMS WEALTH ADVISORS LLC | 0.00% | 0.03% | 2,001 | 2,001 | 100.00% | 236,259 | Jun 30, 2024 |
LGT GROUP FOUNDATION | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 236,140 | Jun 30, 2024 |
PERFROMANCE WEALTH PARTNERS, LLC | 0.00% | 0.01% | 2,000 | 2,000 | 100.00% | 236,140 | Jun 30, 2024 |
NORTHEAST INVESTMENT MANAGEMENT | 0.00% | 0.01% | 2,000 | 2,000 | 100.00% | 236,140 | Jun 30, 2024 |
SIEMENS FONDS INVEST GMBH | 0.00% | 0.02% | 1,978 | 1,978 | 100.00% | 233,542 | Jun 30, 2024 |
INDEPENDENT ADVISOR ALLIANCE | 0.00% | 0.01% | 1,966 | 1,966 | 100.00% | 232,125 | Jun 30, 2024 |
MONECO ADVISORS, LLC | 0.00% | 0.03% | 1,837 | 1,837 | 100.00% | 216,873 | Jun 30, 2024 |
JFG WEALTH MANAGEMENT, LLC | 0.00% | 0.06% | 1,794 | 1,794 | 100.00% | 211,818 | Jun 30, 2024 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 0.00% | 0.09% | 1,770 | 1,770 | 100.00% | 208,963 | Jun 30, 2024 |
GRAYPOINT LLC | 0.00% | 0.01% | 1,768 | 1,768 | 100.00% | 208,805 | Jun 30, 2024 |
TRINITY LEGACY PARTNERS, LLC | 0.00% | 0.06% | 1,749 | 1,749 | 100.00% | 206,504 | Jun 30, 2024 |
MGB WEALTH MANAGEMENT, LLC | 0.00% | 0.08% | 1,729 | 1,729 | 100.00% | 208,405 | Jun 30, 2024 |
UNITED ADVISOR GROUP, LLC | 0.00% | 0.06% | 1,700 | 1,700 | 100.00% | 200,719 | Jun 30, 2024 |
DARDEN WEALTH GROUP INC | 0.00% | 0.12% | 1,700 | 1,700 | 100.00% | 200,719 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,452 | 1,452 | 100.00% | 171,438 | Jun 30, 2024 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | 0.00% | 0.02% | 1,245 | 1,245 | 100.00% | 145,702 | Jun 30, 2024 |
HERITAGE WEALTH MANAGEMENT, INC. /CA/ | 0.00% | 0.10% | 1,200 | 1,200 | 100.00% | 141,684 | Jun 30, 2024 |
PITTENGER & ANDERSON INC | 0.00% | 0.00% | 900 | 900 | 100.00% | 106,263 | Jun 30, 2024 |
HERITAGE WEALTH MANAGEMENT, INC. /CA/ | 0.00% | 0.06% | 721 | 721 | 100.00% | 85,128 | Jun 30, 2024 |
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | 0.00% | 0.09% | 534 | 534 | 100.00% | 63,050 | Jun 30, 2024 |
CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 300 | 300 | 100.00% | 35,421 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.03% | 299 | 299 | 100.00% | 35,360 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | - | 0.00% | 217 | 217 | 100.00% | 25,622 | Jun 30, 2024 |
AMERICAN NATIONAL BANK | - | 0.00% | 110 | 110 | 100.00% | 12,988 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 100 | 100 | 100.00% | 11,807 | Jun 30, 2024 |
NAPLES MONEY MANAGEMENT LLC | - | 0.01% | 100 | 100 | 100.00% | 11,874 | Jun 30, 2024 |
CLEAR POINT ADVISORS INC. | - | 0.01% | 89 | 89 | 100.00% | 10,508 | Jun 30, 2024 |
CHERRY TREE WEALTH MANAGEMENT, LLC | - | 0.00% | 75 | 75 | 100.00% | 8,856 | Jun 30, 2024 |
PRIVATE OCEAN, LLC | - | 0.00% | 44 | 44 | 100.00% | 5,195 | Jun 30, 2024 |
VISTA PRIVATE WEALTH PARTNERS. LLC | - | 0.00% | 40 | 40 | 100.00% | 4,723 | Jun 30, 2024 |
EAGLE BAY ADVISORS LLC | - | 0.00% | 30 | 30 | 100.00% | 3,542 | Jun 30, 2024 |
- | 0.00% | 22 | 22 | 100.00% | 2,599 | Jun 30, 2024 | |
THOMAS J. HERZFELD ADVISORS, INC. | - | 0.00% | 21 | 21 | 100.00% | 2,479 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.00% | 18 | 18 | 100.00% | 2,125 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | - | - | 4 | 4 | 100.00% | 473 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | - | - | - | -2,355,126 | -100.00% | - | Jun 30, 2024 |
STATE OF MICHIGAN RETIREMENT SYSTEM | - | - | - | -665,000 | -100.00% | - | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -287,900 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -103,978 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -93,873 | -100.00% | - | Jun 30, 2024 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | - | - | - | -90,000 | -100.00% | - | Jun 30, 2024 |
PINNBROOK CAPITAL MANAGEMENT LP | - | - | - | -79,161 | -100.00% | - | Jun 30, 2024 |
TROLUCE CAPITAL ADVISORS LLC | - | - | - | -67,500 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -65,700 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -59,400 | -100.00% | - | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | - | - | - | -42,000 | -100.00% | - | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -40,703 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -33,200 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -24,465 | -100.00% | - | Jun 30, 2024 |
RETIREFUL, LLC | - | - | - | -22,560 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -22,500 | -100.00% | - | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | - | - | - | -17,500 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -17,100 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -16,472 | -100.00% | - | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | - | - | - | -15,200 | -100.00% | - | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
HOLLENCREST CAPITAL MANAGEMENT | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -10,848 | -100.00% | - | Jun 30, 2024 |
COBALT CAPITAL MANAGEMENT, INC. | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -9,150 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -9,140 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -8,852 | -100.00% | - | Jun 30, 2024 |
DANTAI CAPITAL LTD | - | - | - | -8,720 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,706 | -100.00% | - | Jun 30, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -7,163 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -6,873 | -100.00% | - | Jun 30, 2024 |
MOUNT LUCAS MANAGEMENT LP | - | - | - | -6,562 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -6,296 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -4,536 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -4,445 | -100.00% | - | Jun 30, 2024 |
SAVANT CAPITAL, LLC | - | - | - | -4,178 | -100.00% | - | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | - | - | - | -3,400 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -3,356 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -3,329 | -100.00% | - | Jun 30, 2024 |
KINGSWOOD WEALTH ADVISORS, LLC | - | - | - | -3,255 | -100.00% | - | Jun 30, 2024 |
RATHBONES GROUP PLC | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -3,083 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,028 | -100.00% | - | Jun 30, 2024 |
GROUPAMA ASSET MANAGMENT | - | - | - | -2,742 | -100.00% | - | Jun 30, 2024 |
HANCOCK WHITNEY CORP | - | - | - | -2,666 | -100.00% | - | Jun 30, 2024 |
FIFTH LANE CAPITAL, LP | - | - | - | -2,172 | -100.00% | - | Jun 30, 2024 |
ASB CONSULTORES, LLC | - | - | - | -2,172 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -2,141 | -100.00% | - | Jun 30, 2024 |
POLYMER CAPITAL MANAGEMENT (HK) LTD | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | - | - | - | -2,019 | -100.00% | - | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -1,959 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -1,948 | -100.00% | - | Jun 30, 2024 |
FIVE OCEANS ADVISORS | - | - | - | -1,933 | -100.00% | - | Jun 30, 2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | - | - | - | -1,929 | -100.00% | - | Jun 30, 2024 |
ARKADIOS WEALTH ADVISORS | - | - | - | -1,914 | -100.00% | - | Jun 30, 2024 |
KAPITALO INVESTIMENTOS LTDA | - | - | - | -1,892 | -100.00% | - | Jun 30, 2024 |
ENGINE CAPITAL MANAGEMENT, LP | - | - | - | -1,867 | -100.00% | - | Jun 30, 2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
ALPHACENTRIC ADVISORS LLC | - | - | - | -975 | -100.00% | - | Jun 30, 2024 |
TRUVESTMENTS CAPITAL LLC | - | - | - | -635 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -335 | -100.00% | - | Jun 30, 2024 |
CHILTON CAPITAL MANAGEMENT LLC | - | - | - | -138 | -100.00% | - | Jun 30, 2024 |
MOORS & CABOT, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
BEACON CAPITAL MANAGEMENT, LLC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Apollo Global Management Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PERMANENT PORTFOLIO FAMILY OF FUNDS | 1.32% | 15,000,000 | - | - | Jan 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 1.10% | 384,200 | -24,700 | -6.04% | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.07% | 718,598 | - | - | Mar 28, 2024 |
Voya VARIABLE PRODUCTS TRUST | 1.03% | 369,051 | 31,710 | 9.40% | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.98% | 658,098 | - | - | Mar 28, 2024 |
First Trust Intermediate Duration Preferred & Income Fund | 0.80% | 12,296,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.52% | 273,894 | - | - | Mar 31, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.52% | 10,925,736 | -9,242 | -0.08% | Mar 31, 2024 |
Voya VARIABLE FUNDS | 0.52% | 446,055 | - | - | Mar 31, 2024 |
LMP CAPITAL & INCOME FUND INC. | 0.48% | 142,451 | - | - | Feb 29, 2024 |
T. Rowe Price Financial Services Fund, Inc. | 0.48% | 387,800 | - | - | Mar 31, 2024 |
Capital Group Growth ETF | 0.48% | 184,835 | 38,264 | 26.11% | Feb 29, 2024 |
AGF Investments Trust | 0.48% | -8,995 | 3,287 | -26.76% | Mar 31, 2024 |
T. Rowe Price Value Fund, Inc. | 0.44% | 2,248,317 | - | - | Mar 31, 2024 |
Ultimus Managers Trust | 0.42% | 4,805,000 | - | - | Feb 29, 2024 |
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.41% | 828,635 | - | - | Feb 29, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.40% | 37,500 | 4,000 | 11.94% | Feb 29, 2024 |
SEI Exchange Traded Funds | 0.38% | 5,383 | 491 | 10.04% | Dec 31, 2023 |
MANOR INVESTMENT FUNDS INC | 0.38% | 8,595 | - | - | Mar 31, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.37% | 681,000 | - | - | Mar 31, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 0.34% | 7,100,226 | - | - | Jan 31, 2024 |
Innovator ETFs Trust II | 0.31% | 112,526 | 14,157 | 14.39% | Jul 31, 2021 |
AMCAP FUND | 0.31% | 2,621,433 | 843,590 | 47.45% | Feb 29, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.31% | 115,830 | - | - | Mar 31, 2024 |
Innovator ETFs Trust II | 0.30% | 110,059 | 14,790 | 15.52% | Jul 31, 2021 |
Gabelli ETFs Trust | 0.29% | 3,900 | - | - | Dec 29, 2023 |
GROWTH FUND OF AMERICA | 0.29% | 7,239,347 | 30,890 | 0.43% | Feb 29, 2024 |
Transparent Value Trust | 0.29% | 4,602 | - | - | Dec 31, 2023 |
Guardian Variable Products Trust | 0.28% | 4,600,000 | - | - | Mar 31, 2024 |
Voya VARIABLE FUNDS | 0.27% | 230,158 | -56,400 | -19.68% | Mar 31, 2024 |
Voya EQUITY TRUST | 0.27% | 391,481 | 43,230 | 12.41% | Feb 29, 2024 |
PUTNAM LARGE CAP VALUE FUND | 0.21% | 2,802,248 | 44,750 | 1.62% | Jan 31, 2024 |
T. Rowe Price Value Fund, Inc. | 0.20% | 1,029,300 | - | - | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.20% | 4,805,000 | - | - | Jan 31, 2024 |
TOCQUEVILLE TRUST | 0.18% | 25,000 | - | - | Jan 31, 2024 |
FIDELITY DESTINY PORTFOLIOS | 0.18% | 384,700 | 235,600 | 158.01% | Mar 31, 2024 |
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.17% | 352,774 | 112,831 | 47.02% | Feb 29, 2024 |
SPARROW FUNDS | 0.15% | 545 | 545 | - | Feb 29, 2024 |
Collaborative Investment Series Trust | 0.14% | 22,560 | -304 | -1.33% | Mar 31, 2024 |
MFS SERIES TRUST VII | 0.14% | 22,004 | -2,061 | -8.56% | Jan 31, 2024 |
T. Rowe Price Financial Services Fund, Inc. | 0.14% | 110,100 | -6,100 | -5.25% | Mar 31, 2024 |
Voya EQUITY TRUST | 0.12% | 180,412 | - | - | Feb 29, 2024 |
Invesco Bond Fund | 0.12% | 221,000 | -30,000 | -11.95% | Feb 29, 2024 |
Monteagle Funds | 0.11% | 4,700 | - | - | Feb 29, 2024 |
NEW ECONOMY FUND | 0.11% | 499,737 | 499,737 | - | Feb 29, 2024 |
T. Rowe Price Equity Income Fund, Inc. | 0.11% | 465,000 | -16,400 | -3.41% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.10% | 381,591 | - | - | Jan 31, 2024 |
FPA U.S. Core Equity Fund, Inc. | 0.10% | 6,000 | - | - | Jun 30, 2023 |
LORD ABBETT SECURITIES TRUST | 0.10% | 457,668 | 11,413 | 2.56% | Jan 31, 2024 |
Engine No. 1 ETF Trust | 0.10% | 5,731 | -716 | -11.11% | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.09% | 289,296 | -4,111 | -1.40% | Mar 31, 2024 |
T. Rowe Price Mid-Cap Value Fund, Inc. | 0.09% | 1,052,020 | -14,580 | -1.37% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.08% | 34,676,810 | -6,558,927 | -15.91% | Mar 31, 2024 |
FIDELITY CAPITAL TRUST | 0.08% | 911,502 | -4,800 | -0.52% | Jan 31, 2024 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.08% | 101,066 | -16,467 | -14.01% | Mar 31, 2024 |
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 0.08% | 534,150 | - | - | Jan 31, 2024 |
LMP CAPITAL & INCOME FUND INC. | 0.08% | 22,810 | - | - | Feb 29, 2024 |
LMP CAPITAL & INCOME FUND INC. | 0.08% | 22,810 | - | - | Feb 29, 2024 |
Fairway Private Equity & Venture Capital Opportunities Fund | 0.07% | 9,000 | - | - | Dec 30, 2023 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.07% | 89,432 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 278,447 | -12,943 | -4.44% | Jan 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.07% | 68,761 | -26,761 | -28.02% | Feb 29, 2024 |
MASTER LARGE CAP SERIES LLC | 0.07% | 61,751 | - | - | Mar 31, 2022 |
Absolute Shares Trust | 0.07% | 25,936 | - | - | Mar 31, 2024 |
BlackRock Enhanced Equity Dividend Trust | 0.07% | 51,104 | - | - | Mar 31, 2024 |
JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.07% | 437,250 | - | - | Jan 31, 2024 |
FIDELITY PURITAN TRUST | 0.06% | 3,398,234 | 1,702,096 | 100.35% | Feb 29, 2024 |
Innovator ETFs Trust | 0.06% | 266,750 | - | - | Jan 31, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.06% | 664,959 | 336,949 | 102.73% | Jan 31, 2024 |
Innovator ETFs Trust | 0.06% | 254,341 | - | - | Jan 31, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.06% | 772,355 | - | - | Jan 31, 2024 |
Primark Private Equity Investments Fund | 0.06% | 20,710 | - | - | Dec 31, 2023 |
TIAA SEPARATE ACCOUNT VA 1 | 0.06% | 12,920 | -358 | -2.70% | Mar 31, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND III | 0.06% | 329,650 | - | - | Jan 31, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND II | 0.06% | 247,375 | - | - | Jan 31, 2024 |
Fidelity Commonwealth Trust II | 0.06% | 377,967 | 367,049 | 3361.87% | Aug 31, 2023 |
JOHN HANCOCK PREFERRED INCOME FUND | 0.06% | 307,650 | - | - | Jan 31, 2024 |
VIRTUS EQUITY TRUST | 0.06% | 455,000 | - | - | Mar 28, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,611 | - | - | Mar 31, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.05% | 266,300 | -105,900 | -28.45% | Mar 31, 2024 |
Fairway Private Equity & Venture Capital Opportunities Fund | 0.05% | 6,600 | -700 | -9.59% | Dec 30, 2023 |
LEGG MASON PARTNERS INVESTMENT TRUST | 0.05% | 2,644,004 | - | - | Mar 28, 2024 |
BNY MELLON FUNDS TRUST | 0.05% | 3,950,000 | - | - | Aug 31, 2023 |
Voya INTERMEDIATE BOND PORTFOLIO | 0.05% | 2,250,000 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.05% | 92,041 | 1,568 | 1.73% | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 16 | 0.05% | 13,036 | - | - | Jan 31, 2024 |
LEGG MASON PARTNERS INVESTMENT TRUST | 0.05% | 2,508,254 | -802,500 | -24.24% | Mar 28, 2024 |
Nuveen Core Equity Alpha Fund | 0.05% | 3,460 | - | - | Mar 31, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.05% | 39,000 | - | - | Dec 29, 2023 |
VIRTUS VARIABLE INSURANCE TRUST | 0.05% | 75,000 | - | - | Mar 28, 2024 |
LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.05% | 189,590 | - | - | Dec 29, 2023 |
LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.05% | 185,550 | -4,600 | -2.42% | Dec 29, 2023 |
AMG Funds IV | 0.05% | 140,093 | - | - | Jan 31, 2024 |
Federated Hermes Equity Funds | 0.05% | 902,357 | -49,025 | -5.15% | Jan 31, 2024 |
Natixis ETF Trust II | 0.04% | 780 | 426 | 120.34% | Mar 31, 2024 |
Voya BALANCED PORTFOLIO INC | 0.04% | 65,000 | - | - | Mar 31, 2024 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.04% | 3,752,000 | -417,000 | -10.00% | Feb 29, 2024 |
SARATOGA ADVANTAGE TRUST | 0.04% | 2,481 | -4,825 | -66.04% | Feb 29, 2024 |
TOCQUEVILLE TRUST | 0.04% | 5,500 | - | - | Jan 31, 2024 |
STERLING CAPITAL FUNDS | 0.04% | 825,000 | - | - | Mar 28, 2024 |
Apollo Global Management Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 940 | 0.86% |
31 Mar, 24 | 932 | 7.50% |
31 Dec, 23 | 867 | 11.01% |
30 Sep, 23 | 781 | 9.38% |
30 Jun, 23 | 714 | 5.93% |
31 Mar, 23 | 674 | -2.18% |
31 Dec, 22 | 689 | 8.68% |
30 Sep, 22 | 634 | 1.60% |
30 Jun, 22 | 624 | 1.30% |
31 Mar, 22 | 616 | 1210.64% |
31 Dec, 21 | 47 | 2250.00% |
30 Sep, 21 | 2 | 100.00% |
30 Jun, 21 | 1 | - |
31 Mar, 21 | 1 | - |
31 Dec, 20 | 1 | - |
30 Sep, 20 | 1 | -50.00% |
30 Jun, 20 | 2 | 100.00% |
31 Mar, 20 | 1 | - |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
31 Dec, 18 | 1 | - |
30 Sep, 18 | 1 | - |
30 Jun, 18 | 1 | - |
31 Mar, 18 | 1 | - |
31 Dec, 17 | 1 | - |
30 Sep, 17 | 1 | - |
30 Jun, 17 | 1 | - |
31 Mar, 17 | 1 | - |
31 Dec, 16 | 1 | - |
30 Sep, 16 | 1 | - |
30 Jun, 16 | 1 | - |
31 Mar, 16 | 1 | - |
30 Sep, 11 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 337,810,525 | 3.77% |
31 Mar, 24 | 325,522,516 | -0.28% |
31 Dec, 23 | 326,437,516 | 4.54% |
30 Sep, 23 | 312,252,144 | -1.52% |
30 Jun, 23 | 317,063,504 | 2.90% |
31 Mar, 23 | 308,123,109 | -2.80% |
31 Dec, 22 | 317,001,318 | -1.30% |
30 Sep, 22 | 321,163,139 | -0.40% |
30 Jun, 22 | 322,462,202 | 6.15% |
31 Mar, 22 | 303,781,968 | 6025.03% |
31 Dec, 21 | 4,959,680 | 2083799.16% |
30 Sep, 21 | 238 | 19.00% |
30 Jun, 21 | 200 | - |
31 Mar, 21 | 200 | - |
31 Dec, 20 | 200 | - |
30 Sep, 20 | 200 | -99.57% |
30 Jun, 20 | 46,264 | 7918.02% |
31 Mar, 20 | 577 | -51.92% |
31 Dec, 19 | 1,200 | 0.42% |
30 Sep, 19 | 1,195 | 20.71% |
30 Jun, 19 | 990 | 33.96% |
31 Mar, 19 | 739 | 0.41% |
31 Dec, 18 | 736 | -67.07% |
30 Sep, 18 | 2,235 | 0.09% |
30 Jun, 18 | 2,233 | 0.04% |
31 Mar, 18 | 2,232 | 0.09% |
31 Dec, 17 | 2,230 | 0.18% |
30 Sep, 17 | 2,226 | 0.27% |
30 Jun, 17 | 2,220 | -4.43% |
31 Mar, 17 | 2,323 | 0.35% |
31 Dec, 16 | 2,315 | 0.30% |
30 Sep, 16 | 2,308 | 0.35% |
30 Jun, 16 | 2,300 | 21.05% |
31 Mar, 16 | 1,900 | - |
30 Sep, 11 | 5,258 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 57.44% | 1.87% |
31 Mar, 24 | 55.35% | 1.77% |
31 Dec, 23 | 55.90% | 1.92% |
30 Sep, 23 | 53.95% | 1.80% |
30 Jun, 23 | 54.76% | 1.97% |
31 Mar, 23 | 52.75% | 1.79% |
31 Dec, 22 | 54.22% | 1.79% |
30 Sep, 22 | 54.97% | 1.81% |
30 Jun, 22 | 55.14% | 2.06% |
31 Mar, 22 | 51.80% | 7243.41% |
31 Dec, 21 | 0.85% | - |
30 Sep, 21 | - | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | 54.43% |
30 Jun, 20 | 0.01% | 80180200.00% |
31 Mar, 20 | 0.00% | 240400.00% |
31 Dec, 19 | 0.00% | 502100.00% |
30 Sep, 19 | 0.00% | 603550.00% |
30 Jun, 19 | 0.00% | 1339600.00% |
31 Mar, 19 | 0.00% | 1004100.00% |
31 Dec, 18 | 0.00% | 82325.00% |
30 Sep, 18 | 0.00% | 250225.00% |
30 Jun, 18 | 0.00% | 250100.00% |
31 Mar, 18 | 0.00% | 250225.00% |
31 Dec, 17 | 0.00% | 250450.00% |
30 Sep, 17 | 0.00% | 250675.00% |
30 Jun, 17 | 0.00% | 238925.00% |
31 Mar, 17 | 0.00% | 250875.00% |
31 Dec, 16 | 0.00% | 250750.00% |
30 Sep, 16 | 0.00% | 250875.00% |
30 Jun, 16 | 0.00% | 403500.00% |
31 Mar, 16 | 0.00% | - |
30 Sep, 11 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 445 | -4.09% |
31 Mar, 24 | 464 | 7.41% |
31 Dec, 23 | 432 | 15.82% |
30 Sep, 23 | 373 | 15.12% |
30 Jun, 23 | 324 | 11.34% |
31 Mar, 23 | 291 | -21.98% |
31 Dec, 22 | 373 | 29.97% |
30 Sep, 22 | 287 | -16.08% |
30 Jun, 22 | 342 | -39.68% |
31 Mar, 22 | 567 | 1188.64% |
31 Dec, 21 | 44 | 4300.00% |
30 Sep, 21 | 1 | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | -100.00% |
30 Jun, 20 | 1 | - |
31 Mar, 20 | - | -100.00% |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
31 Dec, 18 | - | -100.00% |
30 Sep, 18 | 1 | - |
30 Jun, 18 | 1 | - |
31 Mar, 18 | 1 | - |
31 Dec, 17 | 1 | - |
30 Sep, 17 | 1 | - |
30 Jun, 17 | - | -100.00% |
31 Mar, 17 | 1 | - |
31 Dec, 16 | 1 | - |
30 Sep, 16 | 1 | - |
30 Jun, 16 | 1 | - |
31 Mar, 16 | 1 | - |
30 Sep, 11 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 287 | 5.51% |
31 Mar, 24 | 272 | 5.84% |
31 Dec, 23 | 257 | 4.47% |
30 Sep, 23 | 246 | 3.36% |
30 Jun, 23 | 238 | -3.64% |
31 Mar, 23 | 247 | 26.67% |
31 Dec, 22 | 195 | -8.02% |
30 Sep, 22 | 212 | 33.33% |
30 Jun, 22 | 159 | 1490.00% |
31 Mar, 22 | 10 | - |
31 Dec, 21 | - | - |
30 Sep, 21 | - | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | -100.00% |
30 Jun, 20 | 1 | - |
31 Mar, 20 | 1 | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | -100.00% |
31 Dec, 18 | 1 | - |
30 Sep, 18 | - | - |
30 Jun, 18 | - | - |
31 Mar, 18 | - | - |
31 Dec, 17 | - | - |
30 Sep, 17 | - | -100.00% |
30 Jun, 17 | 1 | - |
31 Mar, 17 | - | - |
31 Dec, 16 | - | - |
30 Sep, 16 | - | - |
30 Jun, 16 | - | - |
31 Mar, 16 | - | - |
30 Sep, 11 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 940 | 0.86% | 337,810,525 | 3.77% | 57.44% | 1.87% | 445 | -4.09% | 287 | 5.51% |
31 Mar, 24 | 932 | 7.50% | 325,522,516 | -0.28% | 55.35% | 1.77% | 464 | 7.41% | 272 | 5.84% |
31 Dec, 23 | 867 | 11.01% | 326,437,516 | 4.54% | 55.90% | 1.92% | 432 | 15.82% | 257 | 4.47% |
30 Sep, 23 | 781 | 9.38% | 312,252,144 | -1.52% | 53.95% | 1.80% | 373 | 15.12% | 246 | 3.36% |
30 Jun, 23 | 714 | 5.93% | 317,063,504 | 2.90% | 54.76% | 1.97% | 324 | 11.34% | 238 | -3.64% |
31 Mar, 23 | 674 | -2.18% | 308,123,109 | -2.80% | 52.75% | 1.79% | 291 | -21.98% | 247 | 26.67% |
31 Dec, 22 | 689 | 8.68% | 317,001,318 | -1.30% | 54.22% | 1.79% | 373 | 29.97% | 195 | -8.02% |
30 Sep, 22 | 634 | 1.60% | 321,163,139 | -0.40% | 54.97% | 1.81% | 287 | -16.08% | 212 | 33.33% |
30 Jun, 22 | 624 | 1.30% | 322,462,202 | 6.15% | 55.14% | 2.06% | 342 | -39.68% | 159 | 1490.00% |
31 Mar, 22 | 616 | 1210.64% | 303,781,968 | 6025.03% | 51.80% | 7243.41% | 567 | 1188.64% | 10 | - |
31 Dec, 21 | 47 | 2250.00% | 4,959,680 | 2083799.16% | 0.85% | - | 44 | 4300.00% | - | - |
30 Sep, 21 | 2 | 100.00% | 238 | 19.00% | - | - | 1 | - | - | - |
30 Jun, 21 | 1 | - | 200 | - | - | - | - | - | - | - |
31 Mar, 21 | 1 | - | 200 | - | - | - | - | - | - | - |
31 Dec, 20 | 1 | - | 200 | - | - | - | - | - | - | - |
30 Sep, 20 | 1 | -50.00% | 200 | -99.57% | - | 54.43% | - | -100.00% | - | -100.00% |
30 Jun, 20 | 2 | 100.00% | 46,264 | 7918.02% | 0.01% | 80180200.00% | 1 | - | 1 | - |
31 Mar, 20 | 1 | - | 577 | -51.92% | 0.00% | 240400.00% | - | -100.00% | 1 | - |
31 Dec, 19 | 1 | - | 1,200 | 0.42% | 0.00% | 502100.00% | 1 | - | - | - |
30 Sep, 19 | 1 | - | 1,195 | 20.71% | 0.00% | 603550.00% | 1 | - | - | - |
30 Jun, 19 | 1 | - | 990 | 33.96% | 0.00% | 1339600.00% | 1 | - | - | - |
31 Mar, 19 | 1 | - | 739 | 0.41% | 0.00% | 1004100.00% | 1 | - | - | -100.00% |
31 Dec, 18 | 1 | - | 736 | -67.07% | 0.00% | 82325.00% | - | -100.00% | 1 | - |
30 Sep, 18 | 1 | - | 2,235 | 0.09% | 0.00% | 250225.00% | 1 | - | - | - |
30 Jun, 18 | 1 | - | 2,233 | 0.04% | 0.00% | 250100.00% | 1 | - | - | - |
31 Mar, 18 | 1 | - | 2,232 | 0.09% | 0.00% | 250225.00% | 1 | - | - | - |
31 Dec, 17 | 1 | - | 2,230 | 0.18% | 0.00% | 250450.00% | 1 | - | - | - |
30 Sep, 17 | 1 | - | 2,226 | 0.27% | 0.00% | 250675.00% | 1 | - | - | -100.00% |
30 Jun, 17 | 1 | - | 2,220 | -4.43% | 0.00% | 238925.00% | - | -100.00% | 1 | - |
31 Mar, 17 | 1 | - | 2,323 | 0.35% | 0.00% | 250875.00% | 1 | - | - | - |
31 Dec, 16 | 1 | - | 2,315 | 0.30% | 0.00% | 250750.00% | 1 | - | - | - |
30 Sep, 16 | 1 | - | 2,308 | 0.35% | 0.00% | 250875.00% | 1 | - | - | - |
30 Jun, 16 | 1 | - | 2,300 | 21.05% | 0.00% | 403500.00% | 1 | - | - | - |
31 Mar, 16 | 1 | - | 1,900 | - | 0.00% | - | 1 | - | - | - |
30 Sep, 11 | 1 | - | 5,258 | - | 0.00% | - | 1 | - | - | - |
Apollo Global Management Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Apollo Global Management Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 11 | 3 | 366.67% |
Q2 2024 | 4 | 11 | 36.36% |
Q1 2024 | 11 | 30 | 36.67% |
Q4 2023 | 9 | 15 | 60.00% |
Q3 2023 | 9 | 15 | 60.00% |
Q2 2023 | 12 | 42 | 28.57% |
Q1 2023 | 13 | 17 | 76.47% |
Q4 2022 | 6 | 13 | 46.15% |
Q3 2022 | 9 | 11 | 81.82% |
Q2 2022 | 10 | 12 | 83.33% |
Q1 2022 | 74 | 29 | 255.17% |
Q4 2021 | 70 | 172 | 40.70% |
Q3 2021 | 62 | 212 | 29.25% |
Q2 2021 | 25 | 49 | 51.02% |
Q1 2021 | 34 | 103 | 33.01% |
Q4 2020 | 1 | 8 | 12.50% |
Q3 2020 | 7 | 8 | 87.50% |
Q2 2020 | 1 | 43 | 2.33% |
Q1 2020 | 19 | 47 | 40.43% |
Q4 2019 | 6 | 9 | 66.67% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | - | 2 | - |
Q1 2024 | - | 19 | - |
Q4 2023 | 1 | 4 | 25.00% |
Q3 2023 | - | 5 | - |
Q2 2023 | - | 33 | - |
Q1 2023 | - | 6 | - |
Q4 2022 | - | 1 | - |
Q3 2022 | 1 | 1 | 100.00% |
Q2 2022 | - | 3 | - |
Q1 2022 | 1 | 2 | 50.00% |
Q4 2021 | 2 | 50 | 4.00% |
Q3 2021 | 1 | 65 | 1.54% |
Q2 2021 | 4 | 7 | 57.14% |
Q1 2021 | 8 | 44 | 18.18% |
Q4 2020 | - | 2 | - |
Q3 2020 | - | 6 | - |
Q2 2020 | - | 39 | - |
Q1 2020 | 1 | 31 | 3.23% |
Q4 2019 | - | - | - |
Apollo Global Management Peer Ownership
Ticker | Company |
---|---|
TPG | TPG Inc. |
CION | CION Investment Corporation |
PAX | Patria Investments Limited |
ARCC | Ares Capital Corporation |
AMG | Affiliated Managers Group, Inc. |
BX | Blackstone Inc. |
OWL | Blue Owl Capital Inc. |
ARES | Ares Management Corporation |
CGBD | Carlyle Secured Lending, Inc. |
CG | The Carlyle Group Inc. |
KKR | KKR & Co. Inc. |
BLK | BlackRock, Inc. |
APO Ownership FAQ
Who Owns Apollo Global Management?
Apollo Global Management is owned by institutional shareholders (57.44%), insiders (26.96%), and public (15.60%). The largest institutional shareholder of Apollo Global Management is VANGUARD GROUP INC (7.01% of total shares) and the top mutual fund owner is PERMANENT PORTFOLIO FAMILY OF FUNDS (1.32% of total shares).
Who are the major institutional shareholders of Apollo Global Management?
Apollo Global Management's major institutional shareholders are VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, BLACKROCK INC., FMR LLC, and TIGER GLOBAL MANAGEMENT LLC. The top five shareholders own together 21.57% of the company's share outstanding.
How many Apollo Global Management shareholders are there?
As of Jun 2024, there are 940 institutional shareholders of Apollo Global Management.
What percentage of Apollo Global Management is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 41.25M shares of Apollo Global Management, representing 7.01% of the company's total shares outstanding, valued at $4.87B (as of Jun 2024).
What percentage of Apollo Global Management is owned by CAPITAL WORLD INVESTORS?
As of Jun 2024, CAPITAL WORLD INVESTORS holds 31.48M shares of Apollo Global Management (APO), compromising 5.35% of the company, valued at $3.72B.
What percentage of Apollo Global Management is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Apollo Global Management. The company owns 23.78M of the company's shares outstanding (worth $2.81B).