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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
   SIMPLEX TRADING LLC 2420 *Closed 2024-03-31 0 $0 -73
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 143 *Closed 2023-12-31 0 $0 -20,937
   PITTENGER & ANDERSON INC 452 *Closed 2024-03-31 0 $0 -328
   MERCER GLOBAL ADVISORS INC /ADV 2092 *Closed 2023-12-31 0 $0 -10,161

  4 Records found
  1    
  Page 1 of 1
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