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Greystone Housing Impact Investors LP

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.69M -$21.6K -1,794 -0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$3.24M +$3.8M +316,055 New
EH
3
Equitable Holdings
New York
$2.28M +$333K +27,711 +14%
Citadel Advisors
4
Citadel Advisors
Florida
$1.72M +$1.37M +113,588 +208%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.56M +$509K +42,327 +39%
UBS Group
6
UBS Group
Switzerland
$1.18M +$491K +40,865 +55%
SIC
7
Samalin Investment Counsel
New York
$634K +$215K +17,881 +41%
BIM
8
Bullseye Investment Management
Ohio
$628K +$711K +59,124 New
AFIA
9
America First Investment Advisors
Nebraska
$581K -$719K -59,807 -51%
Stifel Financial
10
Stifel Financial
Missouri
$523K +$28.4K +2,361 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$489K +$574K +47,730 New
Wells Fargo
12
Wells Fargo
California
$373K -$91K -7,569 -17%
Jane Street
13
Jane Street
New York
$351K +$412K +34,254 New
US Bancorp
14
US Bancorp
Minnesota
$311K
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$310K
Bank of America
16
Bank of America
North Carolina
$289K -$12.3K -1,024 -4%
FCH
17
Freestone Capital Holdings
Washington
$259K -$512K -42,605 -63%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$243K -$13K -1,079 -4%
LPL Financial
19
LPL Financial
California
$239K -$62.5K -5,198 -18%
RCWM
20
Royal Capital Wealth Management
Indiana
$213K -$49.3K -4,098 -16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$213K -$46K -3,827 -16%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$195K +$373 +31 +0.2%
IA
23
IFG Advisory
Georgia
$183K -$37.3K -3,100 -15%
PI
24
PFG Investments
New York
$181K -$9.95K -828 -4%
SWA
25
SOA Wealth Advisors
New York
$179K -$3.2K -266 -1%