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Greystone Housing Impact Investors LP
GHI

Overview Fund Activity

58 hedge funds and large institutions have $34.5M invested in Greystone Housing Impact Investors LP in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
15
Closed
7
Calls
$1.78M
Puts
$68K
Net Calls
+$1.71M
Net Calls Change
+$856K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$493K
2
CA
2
Cetera Advisors
Colorado
$338K
3
IA
3
IFG Advisory
Georgia
$580K
4
ACP
4
Aveo Capital Partners
Colorado
$530K
5
KAS
5
Kestra Advisory Services
Texas
$187K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.57M
2
FCH
2
Freestone Capital Holdings
Washington
$2.67M
3
OWA
3
Octavia Wealth Advisors
Ohio
$514K
4
PA
4
Pineridge Advisors
Missouri
$0
5
XF
5
XML Financial
Maryland
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$338K 20,760 +20,760 New
Mariner
27
Mariner
Kansas
$332K 20,405 +82 +0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$313K 19,207 -1,904 -9%
TWM
29
Tradition Wealth Management
Minnesota
$289K 17,765 -3,341 -16%
SWA
30
SOA Wealth Advisors
New York
$288K 17,669 +68 +0.4%
Creative Planning
31
Creative Planning
Kansas
$279K 17,143 +70 +0.4%
SI
32
Stephens Inc
Arkansas
$278K 17,070 +70 +0.4%
XF
33
XML Financial
Maryland
$275K 16,899 -8,726 -34%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$232K 14,264 +56 +0.4%
FT
35
Fiduciary Trust
Massachusetts
$225K 13,786 +56 +0.4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$204K 12,529 -2,293 -15%
GIA
37
Gladstone Institutional Advisory
Florida
$192K 11,779 +47 +0.4%
KAS
38
Kestra Advisory Services
Texas
$187K 11,248 +11,248 New
CIA
39
Cape Investment Advisory
Georgia
$132K 8,105 +3,056 +61%
Osaic Holdings
40
Osaic Holdings
Arizona
$103K 6,343 -662 -9%
NFSG
41
Newbridge Financial Services Group
Florida
$93.2K 5,719 +93 +2%
N
42
Natixis
France
$71.2K 4,372 +18 +0.4%
BWP
43
Baldwin Wealth Partners
Massachusetts
$70.2K 4,307 +17 +0.4%
CA
44
CoreCap Advisors
Michigan
$57K 3,502 +3,502 New
AWM
45
AllSquare Wealth Management
New York
$44.9K 2,756 +11 +0.4%
EWA
46
EverSource Wealth Advisors
Alabama
$38.6K 2,477 +20 +0.8%
HNB
47
Hilltop National Bank
Wyoming
$16.9K 1,036 +1,036 New
HWA
48
Heritage Wealth Advisors
Virginia
$15.8K 968 +4 +0.4%
RIL
49
Rothschild Investment LLC
Illinois
$15.1K 924 +2 +0.2%
NS
50
NBC Securities
Alabama
$13K 825 +3 +0.4%
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