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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
$3.75M +$555K +50,895 +16%
Raymond James Financial
2
Raymond James Financial
Florida
$3.37M -$91.8K -8,421 -3%
EH
3
Equitable Holdings
New York
$2.45M +$310K +28,411 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.09M +$322K +29,537 +17%
AFIA
5
America First Investment Advisors
Nebraska
$1.24M
BCM
6
Bluefin Capital Management
New York
$1.06M -$1.13M -103,201 Closed
BIM
7
Bullseye Investment Management
Ohio
$1.04M
Stifel Financial
8
Stifel Financial
Missouri
$657K +$117K +10,686 +20%
SIC
9
Samalin Investment Counsel
New York
$519K +$41.9K +3,845 +8%
LFG
10
Larson Financial Group
Missouri
$443K +$13.4K +1,226 +3%
FCH
11
Freestone Capital Holdings
Washington
$422K
Wells Fargo
12
Wells Fargo
California
$410K -$469 -43 -0.1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$361K -$3.69K -338 -1%
GCP
14
GSA Capital Partners
United Kingdom
$339K +$127K +11,648 +55%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$315K
US Bancorp
16
US Bancorp
Minnesota
$312K -$6.91K -634 -2%
UBS Group
17
UBS Group
Switzerland
$307K -$520K -47,674 -62%
Bank of America
18
Bank of America
North Carolina
$290K
FT
19
Fiduciary Trust
Massachusetts
$282K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$220K -$1.4K -128 -0.6%
RCWM
21
Royal Capital Wealth Management
Indiana
$185K
SI
22
Stephens Inc
Arkansas
$177K
IA
23
Integrity Alliance
Iowa
$170K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$166K -$7.37K -676 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$161K +$77.5K +7,105 +89%