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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   LPL FINANCIAL CORP 3272 - 2023-12-31 44,309 $744,000 -3,951
   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
   CITADEL ADVISORS LLC 3652 - 2023-12-31 28,280 $475,000 -7,654
   COMMONWEALTH EQUITY SERVICES LLC. 3192 - 2024-03-31 19,207 $313,000 -1,904
   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
   Advisor Group Holdings Inc. 4282 - 2023-12-31 7,005 $118,000 -2,331
   GROUP ONE TRADING, L.P. 1393 - 2023-12-31 663 $11,000 -1,216
   HUNTINGTON NATIONAL BANK 1904 - 2024-03-31 1 $0 -2,500
  14 Records found
  1    
  Page 1 of 1
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