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Get Institutions for : 
America First Multifamily Investors Units (ATAX)  
$15.55 0.03 (0.19%) as of 4:30 Fri 5/10


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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  : 
0.75 (4.6%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3884 - 2023-12-31 280,006 $4,701,000 33,585
   FREESTONE CAPITAL HOLDINGS, LLC 113 - 2023-12-31 189,460 $3,181,000 784
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1442 - 2024-03-31 174,759 $2,847,000 -912
   Equitable Holdings Inc. 326 - 2023-12-31 166,813 $2,801,000 24,447
   RAYMOND JAMES & ASSOCIATES 1953 - 2024-03-31 169,235 $2,757,000 -852
   AMERICA FIRST INVESTMENT ADVISORS LLC 22 - 2024-03-31 116,058 $1,891,000 476
   BLUEFIN CAPITAL MANAGEMENT LLC 28 - 2023-12-31 102,773 $1,741,000 2,915
   GOODWIN DANIEL L 19 - 2023-09-30 104,442 $1,614,000 16,689
   ROYAL BANK OF CANADA 2778 - 2023-12-31 88,779 $1,491,000 14,088
   Samalin Investment Counsel LLC 34 - 2023-12-31 77,105 $1,295,000 2,064
   STIFEL FINANCIAL CORP 2321 - 2023-12-31 44,145 $741,000 2,314
   WELLS FARGO & CO/MN - 2024-03-31 43,663 $711,000 -367
   UBS Group AG 3668 - 2023-12-31 42,349 $711,000 -6,765
   LPL FINANCIAL CORP - 2024-03-31 40,653 $662,000 -3,656
   IFG Advisory LLC - 2024-03-31 35,588 $580,000 14,791
   Rockefeller Capital Management L.P. 1304 - 2023-12-31 33,870 $569,000 -17,003
   Aveo Capital Partners LLC - 2024-03-31 33,994 $530,000 12,668
   Octavia Wealth Advisors LLC 113 - 2024-03-31 30,876 $514,000 -9,832
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1582 *New 2024-03-31 30,260 $493,000 30,260
   US BANCORP - 2024-03-31 30,169 $491,000 124
   CITADEL ADVISORS LLC 3652 - 2023-12-31 28,280 $475,000 -7,654
   BANK OF AMERICA CORP /DE/ 4549 - 2023-12-31 26,323 $442,000 100
   XML Financial LLC 227 - 2023-12-31 25,625 $430,000 98
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2481 - 2024-03-31 23,749 $387,000 514
   Royal Capital Wealth Management LLC 57 - 2023-12-31 23,010 $386,000 173
   PFG Investments LLC 649 - 2024-03-31 22,611 $368,000 853
   Cetera Investment Advisers 1669 - 2023-12-31 21,387 $359,000 522
   Tradition Wealth Management LLC 248 - 2023-12-31 21,106 $354,000 830
   MARINER WEALTH ADVISORS, LLC 2224 - 2023-12-31 20,323 $341,000 82
   COMMONWEALTH EQUITY SERVICES LLC. 3192 - 2024-03-31 19,207 $313,000 -1,904
   SOA Wealth Advisors LLC. 147 - 2024-03-31 17,669 $288,000 68
   CREATIVE PLANNING 2107 - 2023-12-31 17,073 $287,000 -16,268
   STEPHENS INC /AR/ 951 - 2023-12-31 17,000 $285,000 -4,731
   PNC FINANCIAL SERVICES GROUP INC - 2024-03-31 14,264 $232,000 56
   FIDUCIARY TRUST CO 584 - 2023-12-31 13,730 $231,000 57
   J P MORGAN CHASE & CO - 2024-03-31 12,529 $204,000 -2,293
   Gladstone Institutional Advisory LLC 629 - 2023-12-31 11,732 $197,000 47
   Pineridge Advisors LLC - 2023-12-31 8,559 $144,000 0
   Advisor Group Holdings Inc. - 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 771 - 2023-12-31 4,354 $73,000 17
   BALDWIN BROTHERS INC/MA 312 - 2024-03-31 4,307 $70,000 17
   AllSquare Wealth Management LLC - 2024-03-31 2,756 $45,000 11
   EverSource Wealth Advisors LLC 978 - 2023-12-31 2,457 $41,000 66
   Heritage Wealth Advisors - 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 *New 2024-03-31 300 $5,000 300
   RFP Financial Group LLC - 2024-03-31 274 $4,000 1
   Bogart Wealth LLC 842 - 2024-03-31 204 $3,000 4
   TOWER RESEARCH CAPITAL LLC 5186 - 2023-12-31 180 $3,000 85
   Ronald Blue Trust Inc. 1938 *New 2024-03-31 90 $1,000 90
   HUNTINGTON NATIONAL BANK 1904 - 2024-03-31 1 $0 -2,500
   Atlantic Trust Group LLC *New 2024-03-31 1 $0 1
   SIMPLEX TRADING LLC 2420 *Closed 2024-03-31 0 $0 -73
   ADVISORY SERVICES NETWORK, LLC *Closed 2024-03-31 0 $0 -33
   GROUP ONE TRADING, L.P. *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
   FMR LLC 5295 - 2023-12-31 1 $0 1
   MERCER GLOBAL ADVISORS INC /ADV 2092 *Closed 2023-12-31 0 $0 -10,161
  63 Records found
  1    
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