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Greystone Housing Impact Investors LP
GHI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.7M +$529K +32,699 +13%
FCH
2
Freestone Capital Holdings
Washington
$3.18M +$16 +1 +0%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M +$43.4K +2,685 +2%
RJA
4
Raymond James & Associates
Florida
$2.86M -$60.1K -3,714 -2%
EH
5
Equitable Holdings
New York
$2.8M +$387K +23,956 +17%
AFIA
6
America First Investment Advisors
Nebraska
$1.94M -$162K -10,026 -8%
BCM
7
Bluefin Capital Management
New York
$1.74M +$40.6K +2,511 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.49M +$224K +13,835 +18%
SIC
9
Samalin Investment Counsel
New York
$1.29M +$28.5K +1,760 +2%
LPL Financial
10
LPL Financial
California
$744K -$67.4K -4,168 -9%
Stifel Financial
11
Stifel Financial
Missouri
$741K +$34.8K +2,149 +5%
Wells Fargo
12
Wells Fargo
California
$739K +$41.4K +2,563 +6%
UBS Group
13
UBS Group
Switzerland
$711K -$113K -6,997 -14%
OWA
14
Octavia Wealth Advisors
Ohio
$701K +$661K +40,878 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$569K -$280K -17,286 -34%
US Bancorp
16
US Bancorp
Minnesota
$504K -$244K -15,062 -33%
Citadel Advisors
17
Citadel Advisors
Florida
$475K -$127K -7,836 -22%
Bank of America
18
Bank of America
North Carolina
$442K -$146 -9 -0%
XF
19
XML Financial
Maryland
$430K -$129 -8 -0%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$390K -$5.81K -359 -2%
RCWM
21
Royal Capital Wealth Management
Indiana
$386K +$1.28K +79 +0.3%
PI
22
PFG Investments
New York
$365K -$5.34K -330 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$359K +$7.07K +437 +2%
ACP
24
Aveo Capital Partners
Colorado
$358K -$16 -1 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$354K -$82.2K -5,081 -19%
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