AMERICA FIRST MULTIFAMILY IN shareholder history

Current and past AMERICA FIRST MULTIFAMILY IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RAYMOND JAMES & ASSOCIATES 36360.00%0.00%0.01%Q2 2013Q1 202236
America First Investment Advisors, LLC 36360.48%0.90%1.27%Q2 2013Q1 202236
ROYAL BANK OF CANADA 36360.00%0.00%0.00%Q2 2013Q1 202236
MORGAN STANLEY 36360.00%0.00%0.00%Q2 2013Q1 202236
WELLS FARGO & COMPANY/MN 36360.00%0.00%0.00%Q2 2013Q1 202236
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q2 2013Q1 202236
BALDWIN BROTHERS LLC/MA 36360.01%0.01%0.02%Q2 2013Q1 202236
US BANCORP \DE\ 18170.00%0.00%0.01%Q2 2013Q1 202235
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q2 2013Q1 202234
GOODWIN DANIEL L 2510.04%0.11%0.19%Q2 2013Q1 202234
STIFEL FINANCIAL CORP 33330.00%0.00%0.00%Q1 2014Q1 202233
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Creative Planning 2720.00%0.00%0.00%Q2 2013Q1 202232
GEODE CAPITAL MANAGEMENT, LLC 32320.00%0.00%0.00%Q1 2014Q4 202132
First Allied Advisory Services, Inc. 30300.01%0.05%0.06%Q2 2013Q3 202030
NEXT Financial Group, Inc 2460.00%0.03%0.12%Q2 2014Q4 202130
UBS Group AG 30300.00%0.00%0.00%Q4 2014Q1 202230
Cambridge Investment Research Advisors, Inc. 2810.00%0.00%0.01%Q4 2013Q1 202229
JPMORGAN CHASE & CO 2350.00%0.00%0.00%Q1 2015Q1 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Raymond James Financial Services Advisors, Inc. 27270.00%0.01%0.02%Q3 2015Q1 202227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2014Q1 202227
DEUTSCHE BANK AG\ 26260.00%0.00%0.00%Q3 2013Q4 201926
Renaissance Technologies 26260.00%0.00%0.01%Q2 2013Q3 201926
OPPENHEIMER & CO INC 2510.00%0.01%0.01%Q2 2013Q1 202026
Cutler Group LLC / CA 21210.00%0.01%0.03%Q4 2015Q4 202025
Private Advisor Group, LLC 1630.00%0.00%0.01%Q3 2015Q1 202223
LPL Financial LLC 1820.00%0.00%0.01%Q2 2013Q1 202223
Texas Yale Capital Corp. 22220.01%0.01%0.01%Q4 2016Q1 202222
Janney Montgomery Scott LLC 1650.00%0.00%0.00%Q1 2015Q2 202021
GROUP ONE TRADING, L.P. 1120.00%0.00%0.00%Q2 2013Q1 202221
B. Riley Wealth Advisors, Inc. 1910.00%0.01%0.02%Q2 2014Q1 202221
Geneos Wealth Management Inc. 21210.00%0.40%0.58%Q1 2017Q1 202221
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 920.00%0.00%0.00%Q1 2014Q2 202120
PNC FINANCIAL SERVICES GROUP, INC. 1510.00%0.00%0.00%Q2 2013Q1 202220
HUNTINGTON NATIONAL BANK 20200.00%0.00%0.00%Q1 2009Q4 201320
Allianz Asset Management GmbH 1190.00%0.00%0.00%Q1 2015Q1 202020
HighTower Advisors, LLC 19190.00%0.00%0.00%Q2 2017Q4 202119
Hillsdale Investment Management Inc. 18180.00%0.00%0.00%Q4 2015Q1 202018
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
American Portfolios Advisors 18180.00%0.00%0.01%Q4 2017Q1 202218
AllSquare Wealth Management LLC 17170.02%0.04%0.07%Q1 2019Q1 202317
Citadel Advisors 610.00%0.00%0.00%Q1 2014Q1 202217
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q3 2018Q1 202215
SALEM INVESTMENT COUNSELORS INC 610.00%0.00%0.04%Q1 2014Q2 202015
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q2 2013Q1 202014
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.04%0.05%Q1 2017Q2 202014
Steward Partners Investment Advisory, LLC 1220.00%0.00%0.00%Q2 2018Q1 202214
WEDBUSH SECURITIES INC 13130.01%0.01%0.02%Q4 2017Q4 202013
Highlander Capital Management, LLC 13130.11%0.13%0.17%Q2 2013Q2 201613
Commonwealth Equity Services, Inc 12120.00%0.00%0.00%Q4 2014Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q4 2015Q1 202212
New England Private Wealth Advisors LLC 810.02%0.02%0.02%Q2 2016Q3 201912
Advisory Services Network, LLC 510.00%0.00%0.01%Q4 2014Q1 202312
CWM, LLC 1020.00%0.00%0.00%Q1 2019Q1 202212
SeaCrest Wealth Management, LLC 12120.01%0.01%0.02%Q4 2017Q3 202012
MBM Wealth Consultants, LLC 12120.01%0.02%0.02%Q4 2018Q3 202112
Aveo Capital Partners, LLC 650.05%0.12%0.21%Q4 2016Q1 202211
Lehman Financial Resources, Inc. 11110.00%0.00%0.01%Q4 2012Q2 201511
SOA Wealth Advisors, LLC. 11110.07%0.09%0.14%Q4 2020Q2 202311
AMERICAN ASSET MANAGEMENT INC. 11110.03%0.04%0.07%Q3 2016Q1 201911
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.01%Q3 2014Q3 202011
&PARTNERS 650.05%0.09%0.12%Q2 2019Q1 202211
Peregrine Asset Advisers, Inc. 11110.51%0.67%0.82%Q1 2013Q3 201511
TFS CAPITAL LLC 730.00%0.03%0.06%Q4 2013Q4 201610
CERTUITY, LLC 10100.04%0.07%0.11%Q4 2019Q1 202210
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 430.00%0.00%0.01%Q3 2017Q4 202010
TRUIST FINANCIAL CORP 10100.00%0.00%0.00%Q4 2019Q1 202210
Equitable Holdings, Inc. 10100.00%0.01%0.02%Q4 2019Q1 202210
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q1 2020Q1 20229
AMERIPRISE FINANCIAL INC 630.00%0.00%0.00%Q2 2013Q2 20219
Freestone Capital Holdings, LLC 990.03%0.12%0.23%Q1 2020Q1 20229
Virtu Financial LLC 310.00%0.01%0.05%Q3 2017Q4 20219
SANDERS MORRIS HARRIS LLC 990.00%0.04%0.05%Q1 2020Q1 20229
GSA CAPITAL PARTNERS LLP 540.00%0.04%0.11%Q3 2016Q4 20209
CREDIT SUISSE AG/ 880.00%0.00%0.00%Q4 2013Q3 20158
Frontier Wealth Management LLC 880.00%0.01%0.02%Q2 2020Q1 20228
PEAK6 Group LLC 440.00%0.00%0.00%Q2 2016Q1 20178
BB&T SECURITIES, LLC 440.00%0.00%0.00%Q1 2014Q3 20198
Virtu KCG Holdings LLC 310.00%0.00%0.00%Q3 2013Q4 20167
BLUEFIN CAPITAL MANAGEMENT, LLC 770.04%0.07%0.11%Q3 2020Q1 20227
BRIDGES INVESTMENT MANAGEMENT INC 770.01%0.01%0.01%Q1 2018Q3 20197
Rockefeller Capital Management L.P. 770.00%0.00%0.01%Q3 2020Q1 20227
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q1 2014Q3 20187
Mariner, LLC 770.00%0.01%0.02%Q4 2018Q2 20207
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2017Q2 20217
Newbridge Financial Services Group, Inc. 770.04%0.05%0.08%Q3 2020Q1 20227
ACADIAN ASSET MANAGEMENT LLC 520.00%0.00%0.01%Q3 2016Q1 20207
FLC Capital Advisors 430.02%0.07%0.13%Q1 2019Q3 20217
Talkot Capital, LLC 771.34%2.89%5.23%Q4 2014Q2 20167
Yorktown Management & Research Co Inc 770.55%0.62%0.73%Q2 2013Q4 20147
Orinda Asset Management LLC 770.42%1.96%3.76%Q1 2014Q3 20157
WOLVERINE TRADING, LLC 320.00%0.00%0.00%Q2 2016Q1 20216
Quad-Cities Investment Group, LLC 660.04%0.14%0.21%Q1 2019Q2 20206
Sigma Planning Corp 660.01%0.01%0.01%Q1 2019Q2 20206
Tradition Wealth Management, LLC 660.04%0.05%0.05%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Samalin Investment Counsel, LLC 660.21%0.57%0.69%Q4 2020Q1 20226
SUNTRUST BANKS INC 660.00%0.00%0.00%Q2 2018Q3 20196
D.A. DAVIDSON & CO. 510.00%0.00%0.00%Q2 2017Q1 20206
Russell Investments Group, Ltd. 310.00%0.00%0.00%Q2 2019Q4 20205
Cetera Investment Advisers 550.01%0.01%0.01%Q4 2020Q4 20215
Lumature Wealth Partners, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Pinnacle Summer Investments, Inc. 550.00%0.00%0.00%Q4 2014Q4 20155
Measured Wealth Private Client Group, LLC 550.13%0.22%0.28%Q2 2019Q2 20205
Dorsey Wright & Associates 550.00%0.00%0.00%Q1 2019Q1 20205
FIRST NATIONAL BANK OF OMAHA 310.00%0.01%0.01%Q4 2016Q3 20205
LIBERTY WEALTH MANAGEMENT LLC 550.02%0.02%0.03%Q4 2018Q4 20195
Northeast Financial Consultants Inc 550.01%0.01%0.01%Q4 2020Q4 20215
MML INVESTORS SERVICES, LLC 410.00%0.00%0.00%Q3 2018Q4 20195
NATIXIS 410.00%0.01%0.01%Q1 2014Q4 20215
Gupta Wealth Management LLC 550.05%0.06%0.08%Q1 2015Q1 20165
Cavalier Investments, LLC 440.06%0.08%0.09%Q1 2018Q4 20184
RDA Financial Network 440.02%0.03%0.03%Q2 2020Q1 20214
Cetera Advisors LLC 220.00%0.01%0.01%Q3 2015Q3 20184
SRS Capital Advisors, Inc. 440.01%0.02%0.02%Q2 2019Q1 20204
Nine Chapters Capital Management LLC 440.02%0.05%0.10%Q4 2013Q3 20144
SIGNATUREFD, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Spot Trading L.L.C 220.00%0.00%0.00%Q2 2016Q3 20164
Jefferies Group LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q4 20184
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.02%0.02%Q4 2013Q3 20144
Belvedere Trading LLC 210.00%0.01%0.02%Q4 2020Q4 20214
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q3 2016Q2 20174
GOLDMAN SACHS GROUP INC 440.00%0.00%0.00%Q4 2014Q3 20154
Klingman & Associates, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Acrospire Investment Management LLC 210.00%0.03%0.06%Q1 2016Q2 20174
IHT Wealth Management, LLC 440.00%0.01%0.02%Q2 2017Q1 20184
Onyx Bridge Wealth Group LLC 440.04%0.05%0.06%Q1 2021Q4 20214
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q1 2021Q4 20214
AMUNDI ASSET MANAGEMENT US, INC. 440.00%0.00%0.00%Q4 2017Q3 20184
Beacon Financial Advisory LLC 440.04%0.04%0.04%Q2 2021Q1 20224
BOK Financial Private Wealth, Inc. 330.02%0.02%0.03%Q3 2019Q1 20203
XML Financial, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 330.05%0.06%0.06%Q2 2019Q4 20193
IFG Advisory, LLC 210.02%0.04%0.06%Q4 2020Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
JRM Investment Counsel, LLC 330.13%0.14%0.16%Q3 2019Q1 20203
CWA Asset Management Group, LLC 330.02%0.02%0.03%Q3 2019Q1 20203
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.00%Q4 2013Q2 20183
Jump Financial, LLC 210.01%0.01%0.01%Q4 2020Q1 20223
All Season Financial Advisors, Inc. 330.22%0.24%0.27%Q2 2021Q4 20213
GIRARD PARTNERS LTD. 330.03%0.05%0.08%Q2 2017Q4 20173
Philadelphia Financial Management of San Francisco, LLC 331.15%1.28%1.41%Q2 2013Q4 20133
CPWM, LLC 330.08%0.09%0.11%Q3 2019Q1 20203
Koshinski Asset Management, Inc. 210.05%0.06%0.06%Q1 2021Q4 20213
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q4 2018Q2 20193
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q4 2020Q2 20213
AE Wealth Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2020Q2 20213
PEAK6 Investments LLC 110.00%0.00%0.00%Q3 2019Q3 20192
MCMILLION CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2019Q1 20202
NewEdge Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Bluefin Trading, LLC 220.06%0.09%0.13%Q1 2020Q2 20202
Forward Management, LLC 220.01%0.02%0.03%Q4 2013Q1 20142
WEALTH EFFECTS LLC 220.03%0.03%0.03%Q4 2021Q1 20222
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2019Q2 20212
ALPINE WOODS CAPITAL INVESTORS, LLC 220.01%0.01%0.02%Q1 2014Q2 20142
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Regal Investment Advisors LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q4 2018Q3 20192
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
Royal Capital Wealth Management, LLC 220.39%0.40%0.41%Q4 2021Q1 20222
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2019Q1 20202
Hanlon Investment Management, Inc. 220.01%0.01%0.01%Q1 2019Q2 20192
WFG Advisors, LP 220.01%0.01%0.01%Q1 2015Q2 20152
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2022Q1 20232
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q3 2021Q4 20212
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q3 2015Q3 20151
Financial Architects, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
NORRIS PERNE & FRENCH LLP/MI 110.01%0.01%0.01%Q2 2018Q2 20181
ALERUS FINANCIAL NA 110.04%0.04%0.04%Q4 2016Q4 20161
Personal Capital Advisors Corp 110.00%0.00%0.00%Q1 2020Q1 20201
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q2 2013Q2 20131
Bulldog Investors, LLP 110.06%0.06%0.06%Q2 2012Q2 20121
Fusion Family Wealth LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.01%0.01%0.01%Q1 2014Q1 20141
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2021Q3 20211
Mariner Wealth Advisors-Madison, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2019Q3 20191
Joel Isaacson & Co., LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Knights of Columbus Asset Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q3 2014Q3 20141
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2017Q4 20171
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2017Q2 20171
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
INVESTMENT CENTERS OF AMERICA INC 110.01%0.01%0.01%Q3 2017Q3 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Anson Funds Management LP 110.58%0.58%0.58%Q3 2018Q3 20181
PALLADIUM PARTNERS LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.01%0.01%0.01%Q1 2017Q1 20171
Intercontinental Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Simmons Bank 110.01%0.01%0.01%Q1 2016Q1 20161
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Sheaff Brock Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
ORRSTOWN FINANCIAL SERVICES INC 110.02%0.02%0.02%Q1 2019Q1 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2014Q2 20141
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q4 2017Q4 20171
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q4 2014Q4 20141
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2021Q3 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2013Q3 20131
BEAM WEALTH ADVISORS, INC. 110.09%0.09%0.09%Q4 2019Q4 20191
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
THOMPSON DAVIS & CO., INC. 110.05%0.05%0.05%Q3 2016Q3 20161
External links

This page lists all the filers that currently own AMERICA FIRST MULTIFAMILY IN or have owned AMERICA FIRST MULTIFAMILY IN in the past.