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Get Institutions for : 
America First Multifamily Investors Units (ATAX)  
$14.91 0.33 (2.17%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    4
Total shares held : 
 2,058,117  
% of shares held : 
 3.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 15,057  
% of shares held change : 
   0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.52  
Last Quarter's Ending Price : 
 $16.79  
Last Quarter's Average Price : 
 $16.30  
Change from last quarter's     
avg. price to the last closing  : 
1.39 (8.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 43,843
 2.13%
 
Increased Positions :
32
 94,939
 4.61%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
14
-92,627
-4.5%
 
Closed Positions :
2
-31,098
-1.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3887 - 2024-03-31 280,730 $4,573,000 724
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1442 - 2024-03-31 174,759 $2,847,000 -912
   RAYMOND JAMES & ASSOCIATES 1953 - 2024-03-31 169,235 $2,757,000 -852
   Equitable Holdings Inc. 364 - 2024-03-31 168,580 $2,746,000 1,767
   FREESTONE CAPITAL HOLDINGS, LLC 145 - 2024-03-31 163,728 $2,667,000 -25,732
   AMERICA FIRST INVESTMENT ADVISORS LLC 22 - 2024-03-31 116,058 $1,891,000 476
   BLUEFIN CAPITAL MANAGEMENT LLC 21 - 2024-03-31 103,201 $1,681,000 428
   GOODWIN DANIEL L 19 - 2023-09-30 104,442 $1,614,000 16,689
   ROYAL BANK OF CANADA 2715 - 2024-03-31 90,212 $1,469,000 1,433
   Samalin Investment Counsel LLC 36 - 2024-03-31 84,077 $1,370,000 6,972
   STIFEL FINANCIAL CORP 2385 - 2024-03-31 44,513 $725,000 368
   UBS Group AG 3785 - 2024-03-31 44,140 $719,000 1,791
   WELLS FARGO & CO/MN 3179 - 2024-03-31 43,663 $711,000 -367
   LPL FINANCIAL CORP 3478 - 2024-03-31 40,653 $662,000 -3,656
   IFG Advisory LLC 301 - 2024-03-31 35,588 $580,000 14,791
   Rockefeller Capital Management L.P. 1432 - 2024-03-31 34,139 $556,000 269
   Aveo Capital Partners LLC 211 - 2024-03-31 33,994 $530,000 12,668
   Octavia Wealth Advisors LLC 113 - 2024-03-31 30,876 $514,000 -9,832
   CITADEL ADVISORS LLC 3710 - 2024-03-31 31,434 $512,000 3,154
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1582 *New 2024-03-31 30,260 $493,000 30,260
   US BANCORP 1511 - 2024-03-31 30,169 $491,000 124
   BANK OF AMERICA CORP /DE/ 4463 - 2024-03-31 26,996 $440,000 673
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2481 - 2024-03-31 23,749 $387,000 514
   Royal Capital Wealth Management LLC 57 - 2024-03-31 23,183 $378,000 173
   PFG Investments LLC 649 - 2024-03-31 22,611 $368,000 853
   MULTIFINANCIAL SECURITIES CORP 1850 *New 2024-03-31 20,760 $338,000 20,760
   MARINER WEALTH ADVISORS, LLC 2347 - 2024-03-31 20,405 $332,000 82
   COMMONWEALTH EQUITY SERVICES LLC. 3192 - 2024-03-31 19,207 $313,000 -1,904
   Tradition Wealth Management LLC 306 - 2024-03-31 17,765 $289,000 -3,341
   SOA Wealth Advisors LLC. 147 - 2024-03-31 17,669 $288,000 68
   CREATIVE PLANNING 2301 - 2024-03-31 17,143 $279,000 70
   STEPHENS INC /AR/ 1029 - 2024-03-31 17,070 $278,000 70
   XML Financial LLC 289 - 2024-03-31 16,899 $275,000 -8,726
   PNC FINANCIAL SERVICES GROUP INC 2062 - 2024-03-31 14,264 $232,000 56
   FIDUCIARY TRUST CO 606 - 2024-03-31 13,786 $225,000 56
   J P MORGAN CHASE & CO 4191 - 2024-03-31 12,529 $204,000 -2,293
   Gladstone Institutional Advisory LLC 610 - 2024-03-31 11,779 $192,000 47
   Kestra Advisory Services LLC 2273 *New 2024-03-31 11,248 $187,000 11,248
   Advisor Group Holdings Inc. 4184 - 2024-03-31 6,343 $103,000 -662
   Newbridge Financial Services Group Inc. 298 - 2024-03-31 5,719 $93,000 93
   Cape Investment Advisory Inc. 259 - 2023-12-31 5,049 $85,000 3,035
   TUCKER ASSET MANAGEMENT LLC 187 *New 2023-12-31 4,739 $80,000 4,739
   NATIXIS 779 - 2024-03-31 4,372 $71,000 18
   BALDWIN BROTHERS INC/MA 312 - 2024-03-31 4,307 $70,000 17
   AllSquare Wealth Management LLC 222 - 2024-03-31 2,756 $45,000 11
   EverSource Wealth Advisors LLC 981 - 2024-03-31 2,457 $41,000 0
   Hilltop National Bank 570 - 2024-03-31 1,036 $17,000 0
   Heritage Wealth Advisors 400 - 2024-03-31 968 $16,000 4
   NBC SECURITIES INC. 1570 - 2024-03-31 825 $13,000 3
   Lumature Wealth Partners LLC 318 - 2023-06-30 510 $8,000 0
   Scarborough Advisors LLC 260 *New 2024-03-31 300 $5,000 300
   RFP Financial Group LLC 532 - 2024-03-31 274 $4,000 1
   Bogart Wealth LLC 842 - 2024-03-31 204 $3,000 4
   Ronald Blue Trust Inc. 1938 *New 2024-03-31 90 $1,000 90
   FMR LLC 4684 *Closed 2024-03-31 0 $0 -1
   HUNTINGTON NATIONAL BANK 1904 - 2024-03-31 1 $0 -2,500
   TOWER RESEARCH CAPITAL LLC 5506 - 2024-03-31 6 $0 -174
   Atlantic Trust Group LLC 2937 *New 2024-03-31 1 $0 1
   Pineridge Advisors LLC 640 *Closed 2024-03-31 0 $0 -8,559
   SIMPLEX TRADING LLC 2420 *Closed 2024-03-31 0 $0 -73
   ADVISORY SERVICES NETWORK, LLC 2604 *Closed 2024-03-31 0 $0 -33
   GROUP ONE TRADING, L.P. 1925 *Closed 2024-03-31 0 $0 -663
   PROEQUITIES INC. 7361 - 2024-03-31 0 $0 0
   PITTENGER & ANDERSON INC 452 *Closed 2024-03-31 0 $0 -328
   Cetera Investment Advisers 2163 *Closed 2024-03-31 0 $0 -21,387
  65 Records found
  1    
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