ATAX - America First Multifamily Investors LP Stock Price, Fair Value and News
15.60USD-0.07 (-0.45%)Market Closed
Which funds bought or sold ATAX recently?
Which funds are the top buyers of ATAX?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| MORGAN STANLEY | 280,006 | 4,701,300 | - |
| Freestone Capital Holdings, LLC | 189,460 | 3,181,030 | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 174,759 | 2,846,820 | - |
| RAYMOND JAMES & ASSOCIATES | 169,235 | 2,756,840 | - |
| Equitable Holdings, Inc. | 166,813 | 2,800,790 | 0.04% |
| America First Investment Advisors, LLC | 116,058 | 1,890,580 | 0.46% |
| GOODWIN DANIEL L | 104,442 | 1,613,630 | 0.78% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 102,773 | 1,740,980 | 0.15% |
| Royal Bank of Canada | 88,779 | 1,491,000 | - |
| Samalin Investment Counsel, LLC | 77,105 | 1,294,600 | 0.65% |
Which funds have put a big percent of portfolio in ATAX?
| Fund Name | $ Value | % Port. |
|---|---|---|
| GOODWIN DANIEL L | 1,613,630 | 0.78% |
| Samalin Investment Counsel, LLC | 1,294,600 | 0.65% |
| America First Investment Advisors, LLC | 1,890,580 | 0.46% |
| Royal Capital Wealth Management, LLC | 386,343 | 0.34% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 1,740,980 | 0.15% |
| Freestone Capital Holdings, LLC | 3,181,030 | 0.14% |
| Octavia Wealth Advisors, LLC | 514,342 | 0.08% |
| SOA Wealth Advisors, LLC. | 287,828 | 0.06% |
| Pineridge Advisors LLC | 143,699 | 0.05% |
| Newbridge Financial Services Group, Inc. | 93,159 | 0.04% |
Trend of No. of funds that hold ATAX
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 492,935 |
| Pineridge Advisors LLC | 143,699 |
| TUCKER ASSET MANAGEMENT LLC | 79,568 |
| HUNTINGTON NATIONAL BANK | 41,992 |
| Blue Trust, Inc. | 1,466 |
| Advisory Services Network, LLC | 554 |
| FMR LLC | 17.00 |
Additions
| Fund Name | % Increased |
|---|---|
| Cape Investment Advisory, Inc. | 150 |
| Tower Research Capital LLC (TRC) | 89.47 |
| Heritage Wealth Advisors | 71.53 |
| JPMORGAN CHASE & CO | 23.17 |
| GOODWIN DANIEL L | 19.02 |
| Royal Bank of Canada | 18.86 |
| Equitable Holdings, Inc. | 17.17 |
| MORGAN STANLEY | 13.63 |
Reductions
| Fund Name | % Reduced |
|---|---|
| American Portfolios Advisors | -96.1 |
| GROUP ONE TRADING, L.P. | -64.72 |
| Creative Planning | -48.79 |
| Rockefeller Capital Management L.P. | -33.42 |
| US BANCORP \DE\ | -33.02 |
| OSAIC HOLDINGS, INC. | -24.97 |
| Octavia Wealth Advisors, LLC | -24.15 |
| STEPHENS INC /AR/ | -21.77 |
Sold off
| Fund Name | $ Sold |
|---|---|
| PITTENGER & ANDERSON INC | -5,508 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -323,477 |
| Frontier Wealth Management LLC | -183,000 |
| MERCER GLOBAL ADVISORS INC /ADV | -157,000 |
| SIMPLEX TRADING, LLC | -1,000 |