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Get Institutions for : 
America First Multifamily Investors Units (ATAX)  
$15.28 0.45 (3.03%) as of 4:30 Fri 4/26


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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  : 
1.02 (6.26%)  




 
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. 1345 - 2023-12-31 175,671 $2,950,000 3,388
   RAYMOND JAMES & ASSOCIATES 1864 - 2023-12-31 170,087 $2,856,000 -2,980
   Equitable Holdings Inc. 326 - 2023-12-31 166,813 $2,801,000 24,447
   AMERICA FIRST INVESTMENT ADVISORS LLC 22 - 2023-12-31 115,582 $1,941,000 -9,465
   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
   LPL FINANCIAL CORP 3272 - 2023-12-31 44,309 $744,000 -3,951
   STIFEL FINANCIAL CORP 2321 - 2023-12-31 44,145 $741,000 2,314
   WELLS FARGO & CO/MN 3126 - 2023-12-31 44,030 $739,000 2,723
   UBS Group AG 3668 - 2023-12-31 42,349 $711,000 -6,765
   Rockefeller Capital Management L.P. 1304 - 2023-12-31 33,870 $569,000 -17,003
   Octavia Wealth Advisors LLC 113 - 2024-03-31 30,876 $514,000 -9,832
   US BANCORP 1476 - 2023-12-31 30,045 $504,000 -14,813
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1582 *New 2024-03-31 30,260 $493,000 30,260
   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 2368 - 2023-12-31 23,235 $390,000 -260
   Royal Capital Wealth Management LLC 57 - 2023-12-31 23,010 $386,000 173
   PFG Investments LLC 310 - 2023-12-31 21,758 $365,000 -238
   Cetera Investment Advisers 1669 - 2023-12-31 21,387 $359,000 522
   Aveo Capital Partners LLC 242 - 2023-12-31 21,326 $358,000 87
   COMMONWEALTH EQUITY SERVICES LLC. 2951 - 2023-12-31 21,111 $354,000 -4,952
   Tradition Wealth Management LLC 248 - 2023-12-31 21,106 $354,000 830
   IFG Advisory LLC 442 - 2023-12-31 20,797 $349,000 85
   MARINER WEALTH ADVISORS, LLC 2224 - 2023-12-31 20,323 $341,000 82
   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
   J P MORGAN CHASE & CO 4065 - 2023-12-31 14,822 $249,000 2,788
   PNC FINANCIAL SERVICES GROUP INC 2026 - 2023-12-31 14,208 $239,000 56
   FIDUCIARY TRUST CO 584 - 2023-12-31 13,730 $231,000 57
   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. 4282 - 2023-12-31 7,005 $118,000 -2,331
   Newbridge Financial Services Group Inc. 286 - 2023-12-31 5,626 $94,000 96
   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 219 - 2023-12-31 2,745 $46,000 11
   HUNTINGTON NATIONAL BANK 822 *New 2023-12-31 2,501 $42,000 2,501
   EverSource Wealth Advisors LLC 978 - 2023-12-31 2,457 $41,000 66
   Heritage Wealth Advisors 408 - 2023-12-31 964 $16,000 402
   NBC SECURITIES INC. 1570 - 2024-03-31 825 $13,000 3
   GROUP ONE TRADING, L.P. 1393 - 2023-12-31 663 $11,000 -1,216
   Lumature Wealth Partners LLC 318 - 2023-06-30 510 $8,000 0
   PITTENGER & ANDERSON INC 387 *New 2023-12-31 328 $6,000 328
   RFP Financial Group LLC 503 - 2023-12-31 273 $5,000 1
   Bogart Wealth LLC 846 *New 2023-12-31 200 $3,000 200
   TOWER RESEARCH CAPITAL LLC 5186 - 2023-12-31 180 $3,000 85
   SIMPLEX TRADING LLC 2193 *New 2023-12-31 73 $1,000 73
   ADVISORY SERVICES NETWORK, LLC 3550 *New 2023-12-31 33 $1,000 33
   PROEQUITIES INC. 3203 - 2023-12-31 0 $0 0
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 143 *Closed 2023-12-31 0 $0 -20,937
   FMR LLC 5295 - 2023-12-31 1 $0 1
   MERCER GLOBAL ADVISORS INC /ADV 2092 *Closed 2023-12-31 0 $0 -10,161
  61 Records found
  1    
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