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GHI Institutional Ownership

Greystone Housing Impact Investors LP
1W: +2.5% 1M: -14.9% 3M: -7.2% YTD: -30.8% 1Y: -43.1% 3Y: -62.0% 5Y: -62.3%
$4.88
-0.04 (-0.81%)
 
Weekly Expected Move ±6.1%
$4 $5 $5 $5 $6
NYSE · Financial Services · Financial - Mortgages · Tech Score Strong Sell · Power 26 · $115.0M mcap · 23M float · 0.277% daily turnover · Short 30% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — GHI

47
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$11M
Total Invested
7
New Positions
9
Increased
19
Reduced
10
Closed
2.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Equitable Holdings, Inc. 623,883 $3M +58,590 +10.4% 17Q SEC ↗
2 MORGAN STANLEY 557,470 $3M +133,922 +31.6% 17Q SEC ↗
3 BLUEFIN CAPITAL MANAGEMENT, LLC 103,201 $504K — +0.0% 6Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 99,649 $486K +5,332 +5.7% 7Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 61,032 $298K -100,528 -62.2% 7Q SEC ↗
6 ROYAL BANK OF CANADA 53,333 $260K -86,077 -61.7% 17Q SEC ↗
7 Larson Financial Group LLC NEW 47,128 $230K — +0.0% 1Q SEC ↗
8 STIFEL FINANCIAL CORP 44,789 $219K -3,585 -7.4% 17Q SEC ↗
9 MGO ONE SEVEN LLC NEW 41,278 $201K — +0.0% 1Q SEC ↗
10 ASHTON THOMAS SECURITIES, LLC 25,126 $123K — +0.0% 2Q SEC ↗
11 Samalin Investment Counsel, LLC 24,898 $122K -19,025 -43.3% 17Q SEC ↗
12 Cambridge Investment Research Advisors 21,644 $106K — +0.0% 17Q SEC ↗
13 Corient Private Wealth LP 21,001 $102K +1,325 +6.7% 3Q SEC ↗
14 WELLS FARGO & COMPANY/MN 19,393 $95K +1 +0.0% 17Q SEC ↗
15 INTEGRITY ALLIANCE, LLC. 16,534 $81K — +0.0% 7Q SEC ↗
16 Kestra Advisory Services, LLC 16,221 $79K -416 -2.5% 4Q SEC ↗
17 Cetera Investment Advisers 14,396 $70K +355 +2.5% 15Q SEC ↗
18 Advisory Advocates, LLC 12,953 $63K +36 +0.3% 3Q SEC ↗
19 UBS Group AG 12,875 $63K -7,173 -35.8% 17Q SEC ↗
20 LPL Financial LLC NEW 12,550 $61K — +0.0% 1Q SEC ↗
21 Mariner, LLC NEW 11,586 $57K — +0.0% 1Q SEC ↗
22 Gladstone Institutional Advisory LLC 10,293 $50K — +0.0% 3Q SEC ↗
23 CITADEL ADVISORS LLC 10,231 $50K -34,690 -77.2% 3Q SEC ↗
24 STEPHENS INC /AR 10,082 $49K — +0.0% 13Q SEC ↗
25 Abel Hall, LLC 10,000 $49K — +0.0% 2Q SEC ↗
26 EverSource Wealth Advisors, LLC 10,000 $49K — +0.0% 12Q SEC ↗
27 BARCLAYS PLC 5,310 $26K +5,032 +1810.1% 7Q SEC ↗
28 OSAIC HOLDINGS, INC. 4,995 $24K -4,738 -48.7% 17Q SEC ↗
29 IFG Advisory, LLC 4,378 $21K — +0.0% 2Q SEC ↗
30 NFSG Corp NEW 2,575 $13K — +0.0% 1Q SEC ↗
31 Bullseye Investment Management, LLC 2,565 $13K -3,498 -57.7% 1Q SEC ↗
32 CoreCap Advisors, LLC 1,604 $8K — +0.0% 10Q SEC ↗
33 Rockefeller Capital Management L.P. 110 $1K +2 +1.9% 4Q SEC ↗
34 SIMPLEX TRADING, LLC NEW 52 $0K — +0.0% 1Q SEC ↗
35 SHP Wealth Management NEW 50 $0K — +0.0% 1Q SEC ↗
36 BlackRock, Inc. 1 $0K — +0.0% 2Q SEC ↗
37 HUNTINGTON NATIONAL BANK 1 $0K — +0.0% 11Q SEC ↗
38 JONES FINANCIAL COMPANIES LLLP 0 $0K -3,902 -100.0% 1Q SEC ↗
39 HRT FINANCIAL LP 0 $0K -12,981 -100.0% 2Q SEC ↗
40 Geneos Wealth Management Inc. 0 $0K -1,402 -100.0% 5Q SEC ↗
41 America First Investment Advisors, LLC 0 $0K -65,528 -100.0% 15Q SEC ↗
42 Tower Research Capital LLC (TRC) 0 $0K -203 -100.0% 1Q SEC ↗
43 Jump Financial, LLC 0 $0K -38,400 -100.0% 1Q SEC ↗
44 Creative Planning 0 $0K -15,229 -100.0% 15Q SEC ↗
45 Scarborough Advisors, LLC 0 $0K -377 -100.0% 4Q SEC ↗
46 NewEdge Advisors, LLC 0 $0K -13,106 -100.0% 6Q SEC ↗
47 SOA Wealth Advisors, LLC. 0 $0K -12,166 -100.0% 11Q SEC ↗
48 EASTERN BANK 0 $0K -500 -100.0% 2Q SEC ↗
49 GSA CAPITAL PARTNERS LLP 0 $0K -41,444 -100.0% 3Q SEC ↗
50 Heritage Wealth Advisors 0 $0K -972 -100.0% 15Q SEC ↗

Recent Activity

New Positions (7)
HolderSharesValue
Larson Financial Group LLC 47,128 $230K
MGO ONE SEVEN LLC 41,278 $201K
LPL Financial LLC 12,550 $61K
Mariner, LLC 11,586 $57K
NFSG Corp 2,575 $13K
SIMPLEX TRADING, LLC 52 $0K
SHP Wealth Management 50 $0K
Biggest Increases (9)
HolderAddedChange %Total Shares
MORGAN STANLEY +133,922 +31.6% 557,470
Equitable Holdings, Inc. +58,590 +10.4% 623,883
SUSQUEHANNA INTERNATIONAL GROUP, LL +5,332 +5.7% 99,649
BARCLAYS PLC +5,032 +1810.1% 5,310
Corient Private Wealth LP +1,325 +6.7% 21,001
Cetera Investment Advisers +355 +2.5% 14,396
Advisory Advocates, LLC +36 +0.3% 12,953
Rockefeller Capital Management L.P. +2 +1.9% 110
WELLS FARGO & COMPANY/MN +1 +0.0% 19,393
Biggest Decreases (9)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -100,528 -62.2% 61,032
ROYAL BANK OF CANADA -86,077 -61.7% 53,333
CITADEL ADVISORS LLC -34,690 -77.2% 10,231
Samalin Investment Counsel, LLC -19,025 -43.3% 24,898
UBS Group AG -7,173 -35.8% 12,875
OSAIC HOLDINGS, INC. -4,738 -48.7% 4,995
STIFEL FINANCIAL CORP -3,585 -7.4% 44,789
Bullseye Investment Management, LLC -3,498 -57.7% 2,565
Kestra Advisory Services, LLC -416 -2.5% 16,221

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms