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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$3.62M +$310K +58,590 +10%
Morgan Stanley
2
Morgan Stanley
New York
$3.23M +$708K +133,922 +32%
BCM
3
Bluefin Capital Management
New York
$599K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$578K +$28.2K +5,332 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$354K -$531K -100,528 -62%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$309K -$455K -86,077 -62%
LFG
7
Larson Financial Group
Missouri
$273K +$249K +47,128 New
Stifel Financial
8
Stifel Financial
Missouri
$260K -$18.9K -3,585 -7%
MOS
9
MGO One Seven
Ohio
$239K +$218K +41,278 New
ATS
10
Ashton Thomas Securities
New York
$146K
SIC
11
Samalin Investment Counsel
New York
$144K -$101K -19,025 -43%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$126K
Corient Private Wealth
13
Corient Private Wealth
Florida
$122K +$7K +1,325 +7%
Wells Fargo
14
Wells Fargo
California
$112K +$5 +1 +0%
IA
15
Integrity Alliance
Iowa
$95.9K
KAS
16
Kestra Advisory Services
Texas
$94.1K -$2.2K -416 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$83.5K +$1.88K +355 +3%
AA
18
Advisory Advocates
Michigan
$75.1K +$190 +36 +0.3%
UBS Group
19
UBS Group
Switzerland
$74.7K -$37.9K -7,173 -36%
LPL Financial
20
LPL Financial
California
$72.8K +$66.3K +12,550 New
Mariner
21
Mariner
Kansas
$67.2K +$61.2K +11,586 New
GIA
22
Gladstone Institutional Advisory
Florida
$59.7K
Citadel Advisors
23
Citadel Advisors
Florida
$59.3K -$183K -34,690 -77%
SI
24
Stephens Inc
Arkansas
$58.5K
AHL
25
Abel Hall LLC
Louisiana
$58K