Greystone Housing Impact Investors LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 340.76 K | $4.20 M | 7.82% | 1.49% |
| MORGAN STANLEY | 05/15/2025 | 269.50 K | $3.32 M | -25.08% | 1.18% |
| EQUITABLE HOLDINGS, INC. | 05/13/2025 | 186.41 K | $2.30 M | -16.30% | 0.82% |
| ROYAL BANK OF CANADA | 05/15/2025 | 166.13 K | $2.05 M | 9.32% | 0.73% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 05/21/2025 | 103.20 K | $1.27 B | 100.00% | 0.45% |
| UBS GROUP AG | 05/13/2025 | 98.18 K | $1.21 M | -14.70% | 0.43% |
| CITADEL ADVISORS LLC | 05/15/2025 | 92.29 K | $1.14 M | -45.16% | 0.40% |
| BULLSEYE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 84.19 K | $1.04 M | 42.39% | 0.37% |
| AMERICA FIRST INVESTMENT ADVISORS, LLC | 05/14/2025 | 56.77 K | $700.00 K | 0.07% | 0.25% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 55.18 K | $680.30 K | 8.15% | 0.24% |
| SAMALIN INVESTMENT COUNSEL, LLC | 05/14/2025 | 49.82 K | $614.28 K | -19.42% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 41.10 K | $506.71 K | -13.90% | 0.18% |
| FREESTONE CAPITAL HOLDINGS, LLC | 05/13/2025 | 40.93 K | $504.63 K | 61.79% | 0.18% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 38.77 K | $478.03 K | 6.60% | 0.17% |
| US BANCORP \DE\ | 05/08/2025 | 30.93 K | $381.34 K | 2.09% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 30.70 K | $378.52 K | 1.43% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 30.04 K | $370.43 K | 6.70% | 0.13% |
| LPL FINANCIAL LLC | 05/07/2025 | 24.60 K | $303.33 K | 5.70% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 21.25 K | $262.00 K | 2.40% | 0.09% |
| ROYAL CAPITAL WEALTH MANAGEMENT, LLC | 05/15/2025 | 20.83 K | $256.79 K | 0.00% | 0.09% |
| LIDO ADVISORS, LLC | 05/15/2025 | 18.16 K | $230.57 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2025 | 18.10 K | $223.17 K | -46.45% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 17.48 K | $215.47 K | -8.03% | 0.08% |
| SOA WEALTH ADVISORS, LLC. | 04/14/2025 | 17.47 K | $215.42 K | 0.00% | 0.08% |
| STEPHENS INC /AR/ | 05/01/2025 | 17.14 K | $211.34 K | 0.00% | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/20/2025 | 16.53 K | $203.86 K | 0.00% | 0.07% |
| MGO ONE SEVEN LLC | 05/08/2025 | 16.44 K | $202.76 K | 100.00% | 0.07% |
| CREATIVE PLANNING | 05/15/2025 | 16.28 K | $200.74 K | 0.18% | 0.07% |
| MARINER, LLC | 05/15/2025 | 16.01 K | $197.43 K | 4.18% | 0.07% |
| PFG INVESTMENTS, LLC | 04/22/2025 | 15.17 K | $186.98 K | -13.88% | 0.07% |
| FIDUCIARY TRUST CO | 05/15/2025 | 13.84 K | $170.68 K | 0.00% | 0.06% |
| IFG ADVISORY, LLC | 05/08/2025 | 13.27 K | $163.59 K | -25.74% | 0.06% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 13.11 K | $161.60 K | 0.00% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2025 | 12.01 K | $153.18 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 10.60 K | $130.70 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 8.17 K | $100.74 K | 39.48% | 0.04% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/13/2025 | 7.48 K | $92.20 K | 0.00% | 0.03% |
| CITADEL ADVISORS LLC | 05/15/2025 | 5.00 K | $61.65 K | 284.62% | 0.02% |
| JPMORGAN CHASE & CO | 05/12/2025 | 4.63 K | $57.03 K | 90.80% | 0.02% |
| ALLSQUARE WEALTH MANAGEMENT LLC | 05/06/2025 | 2.77 K | $34.12 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 1.07 K | $13.64 K | 373.01% | 0.00% |
| HERITAGE WEALTH ADVISORS | 05/08/2025 | 972 | $11.99 K | 0.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 04/08/2025 | 926 | $11.42 K | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 04/09/2025 | 828 | $10 | 100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 05/21/2025 | 701 | $8.64 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/12/2025 | 524 | $6.00 K | -89.99% | 0.00% |
| CORECAP ADVISORS, LLC | 05/09/2025 | 390 | $4.81 K | 0.00% | 0.00% |
| GLOBAL FINANCIAL PRIVATE CLIENT, LLC | 04/08/2025 | 352 | $4.34 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 05/16/2025 | 111 | $1.37 K | 2.78% | 0.00% |
| HEXAGON CAPITAL PARTNERS LLC | 04/29/2025 | 62 | $764 | 100.00% | 0.00% |
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Greystone Housing Impact Investors LP institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Greystone Housing Impact Investors LP. The most heavily invested institutionals were:
Global Financial Private Client, LLC: 0
RAYMOND JAMES FINANCIAL INC: 340,762
MORGAN STANLEY: 269,496
Equitable Holdings, Inc.: 186,405
ROYAL BANK OF CANADA: 166,134
BLUEFIN CAPITAL MANAGEMENT, LLC: 103,201
8.82% of Greystone Housing Impact Investors LP stock is owned by institutional investors.
Institutional investors have bought a total of 2.39 M shares in the last 24 months. This purchase volume represents approximately $26.55 M in transactions.