Greystone Housing Impact Investors LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 364.35 K | $3.75 M | 16.24% | 1.57% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 327.53 K | $3.37 M | -2.51% | 1.41% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 237.51 K | $2.45 M | 13.59% | 1.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 202.82 K | $2.09 M | 17.05% | 0.88% |
| AMERICA FIRST INVESTMENT ADVISORS, LLC | 11/10/2025 | 120.19 K | $1.24 M | 0.00% | 0.52% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 63.78 K | $656.93 K | 20.13% | 0.28% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 50.39 K | $518.98 K | 8.26% | 0.22% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 43.02 K | $443.07 K | 2.93% | 0.19% |
| FREESTONE CAPITAL HOLDINGS, LLC | 11/12/2025 | 40.93 K | $421.55 K | 0.00% | 0.18% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 39.82 K | $410.16 K | -0.11% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 35.03 K | $360.83 K | -0.96% | 0.15% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 32.96 K | $339.00 K | 54.67% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 30.70 K | $315.28 K | 0.00% | 0.13% |
| US BANCORP \DE\ | 11/12/2025 | 30.29 K | $312.03 K | -2.05% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 29.80 K | $306.96 K | -61.53% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 28.16 K | $290.01 K | 0.00% | 0.12% |
| FIDUCIARY TRUST CO | 11/14/2025 | 27.40 K | $282.17 K | 0.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 21.40 K | $220.00 K | -0.59% | 0.09% |
| ROYAL CAPITAL WEALTH MANAGEMENT, LLC | 11/14/2025 | 18.00 K | $185.36 K | 0.00% | 0.08% |
| STEPHENS INC /AR/ | 10/27/2025 | 17.14 K | $176.54 K | 0.00% | 0.07% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11/14/2025 | 16.53 K | $170.30 K | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 16.09 K | $165.70 K | -4.03% | 0.07% |
| CREATIVE PLANNING | 11/14/2025 | 15.23 K | $156.86 K | -6.63% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.11 K | $161.38 K | 88.79% | 0.07% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 14.47 K | $149.06 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 13.11 K | $134.99 K | 0.00% | 0.06% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 12.90 K | $132.87 K | -18.61% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 12.40 K | $127.72 K | -13.89% | 0.05% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 12.26 K | $126.26 K | -8.62% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 11.93 K | $122.89 K | 5.43% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 10.83 K | $111.59 K | 100.00% | 0.05% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 9.48 K | $97.62 K | 8.59% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 6.67 K | $68.66 K | 100.00% | 0.03% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 3.24 K | $33.35 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.42 K | $24.97 K | 0.00% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 1.40 K | $14.44 K | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 1.14 K | $11.78 K | 100.00% | 0.00% |
| HILLTOP NATIONAL BANK | 10/08/2025 | 1.04 K | $10.67 K | 0.00% | 0.00% |
| HERITAGE WEALTH ADVISORS | 11/13/2025 | 972 | $10.01 K | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 11/14/2025 | 828 | $8.53 K | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 625 | $6.44 K | 100.00% | 0.00% |
| EASTERN BANK | 10/27/2025 | 500 | $5.15 K | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 390 | $4.02 K | 0.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 128 | $1.32 K | 124.56% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 104 | $1.08 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 1 | $10 | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 1 | $10 | 0.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| MOTCO | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Greystone Housing Impact Investors LP institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Greystone Housing Impact Investors LP. The most heavily invested institutionals were:
MORGAN STANLEY: 364,347
RAYMOND JAMES FINANCIAL INC: 327,526
Equitable Holdings, Inc.: 237,506
ROYAL BANK OF CANADA: 202,822
America First Investment Advisors, LLC: 120,189
STIFEL FINANCIAL CORP: 63,780
8.32% of Greystone Housing Impact Investors LP stock is owned by institutional investors.
Institutional investors have bought a total of 2.56 M shares in the last 24 months. This purchase volume represents approximately $17.37 M in transactions.