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Greystone Housing Impact Investors (GHI) Institutional Ownership

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$5.26 +0.06 (+1.10%)
Closing price 05/14/2026 03:58 PM Eastern
Extended Trading
$5.24 -0.02 (-0.32%)
As of 07:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for Greystone Housing Impact Investors (NYSE:GHI)

Current
Institutional Ownership
Percentage
9.01%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$5.33M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.20M
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GHI Institutional Buying and Selling by Quarter

Greystone Housing Impact Investors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC16,637$82K0.0%+45.2%0.071%
4/28/2026 Abel Hall LLC10,000$49K0.0%N/A0.042%
3/9/2026Corient Private Wealth LLC10,301$71K0.0%N/A0.044%
2/19/2026Corient Private Wealth LLC10,301$71K0.0%N/A0.044%
2/17/2026 Cetera Investment Advisers14,108$97K0.0%-12.3%0.060%
2/17/2026Equitable Holdings Inc.333,875$2.30M0.0%+40.6%1.416%
2/17/2026Jump Financial LLC38,400$265K0.0%N/A0.163%
2/17/2026Royal Bank of Canada265,434$1.83M0.0%+30.9%1.126%
2/13/2026 Stifel Financial Corp48,373$333K0.0%-24.2%0.205%
2/13/2026 Wells Fargo & Company MN32,926$227K0.0%-17.3%0.140%
2/12/2026 Jane Street Group LLC15,322$106K0.0%N/A0.065%
2/12/2026HRT Financial LP14,746$101K0.0%N/A0.063%
2/11/2026 LPL Financial LLC11,099$76K0.0%N/A0.047%
2/11/2026 ING Groep NV11,300$78K0.0%N/A0.048%
2/9/2026 America First Investment Advisors LLC65,528$451K0.1%-45.5%0.278%
2/6/2026Larson Financial Group LLC44,565$307K0.0%+3.6%0.189%
2/5/2026 Stephens Inc. AR10,082$69K0.0%-41.2%0.043%
2/3/2026MGO One Seven LLC28,859$199K0.0%N/A0.122%
1/30/2026 Samalin Investment Counsel LLC30,621$211K0.1%-39.2%0.130%
1/20/2026SOA Wealth Advisors LLC.12,166$84K0.0%-15.9%0.052%
11/18/2025Advisory Services Network LLC6,666$69K0.0%N/A0.028%
11/17/2025Susquehanna International Group LLP35,032$361K0.0%-24.6%0.149%
11/14/2025Raymond James Financial Inc.327,526$3.37M0.0%-2.5%1.389%
11/14/2025Equitable Holdings Inc.237,506$2.45M0.0%+13.6%1.007%
11/7/2025 GSA Capital Partners LLP32,955$339K0.0%+54.7%0.140%
11/6/2025 Savvy Advisors Inc.12,900$133K0.0%-18.6%0.055%
10/30/2025 Samalin Investment Counsel LLC50,386$519K0.2%+8.3%0.214%
8/15/2025Royal Capital Wealth Management LLC17,996$204K0.1%-13.6%0.076%
8/15/2025Bank of America Corp DE28,156$319K0.0%-6.3%0.119%
8/14/2025Raymond James Financial Inc.335,947$3.80M0.0%-1.4%1.425%
8/13/2025EverSource Wealth Advisors LLC8,727$99K0.0%+16.7%0.037%
8/12/2025 JPMorgan Chase & Co.2,424$27K0.0%-47.6%0.010%
8/11/2025 America First Investment Advisors LLC120,189$1.36M0.3%+111.7%0.514%
8/7/2025 Samalin Investment Counsel LLC46,541$527K0.2%-6.6%0.199%
8/4/2025 Savvy Advisors Inc.15,850$179K0.0%N/A0.068%
8/1/2025 Motco4,152$46K0.0%N/A0.018%
7/21/2025 Ameritas Advisory Services LLC3,238$37K0.0%N/A0.014%
7/18/2025SOA Wealth Advisors LLC.14,472$164K0.0%-17.2%0.062%
7/18/2025 PFG Investments LLC13,415$152K0.0%-11.5%0.057%
5/21/2025Bluefin Capital Management LLC103,201$1.27M0.9%N/A0.441%
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5/16/2025Jones Financial Companies Lllp32,632$402K0.0%+14,338.9%0.139%
5/15/2025Royal Bank of Canada166,134$2.05M0.0%+9.3%0.717%
5/14/2025Samalin Investment Counsel LLC49,820$614K0.2%-19.4%0.215%
5/13/2025Freestone Capital Holdings LLC40,927$505K0.0%+61.8%0.177%
5/13/2025Raymond James Financial Inc.340,762$4.20M0.0%+7.8%1.471%
5/8/2025IFG Advisory LLC13,268$164K0.0%-25.7%0.057%
5/6/2025Cetera Investment Advisers17,475$215K0.0%-8.0%0.075%
4/22/2025PFG Investments LLC15,165$187K0.0%-13.9%0.065%
2/18/2025Royal Capital Wealth Management LLC20,826$213K0.1%-16.4%0.089%
2/17/2025Bank of America Corp DE28,156$289K0.0%-3.5%0.121%
2/14/2025Jane Street Group LLC34,254$351K0.0%N/A0.147%
2/14/2025Stifel Financial Corp51,017$523K0.0%+4.9%0.219%
2/13/2025NewEdge Advisors LLC13,106$134K0.0%N/A0.056%
2/13/2025Jump Financial LLC14,792$152K0.0%N/A0.064%
2/13/2025Mariner LLC15,370$158K0.0%-25.2%0.066%
2/13/2025Rockefeller Capital Management L.P.23,720$243K0.0%-4.4%0.102%
2/13/2025Raymond James Financial Inc.316,055$3.24M0.0%N/A1.357%
2/13/2025Wells Fargo & Company MN36,369$373K0.0%-17.2%0.156%
2/12/2025Bullseye Investment Management LLC59,124$628K0.4%N/A0.254%
2/12/2025America First Investment Advisors LLC56,731$581K0.1%-51.3%0.244%
2/11/2025LPL Financial LLC23,274$239K0.0%-18.3%0.100%
2/11/2025Samalin Investment Counsel LLC61,826$634K0.3%+40.7%0.265%
2/11/2025Virtu Financial LLC16,001$164K0.0%N/A0.069%
2/10/2025Commonwealth Equity Services LLC13,389$137K0.0%+12.9%0.057%
2/10/2025EverSource Wealth Advisors LLC7,477$77K0.0%+15.4%0.032%
2/6/2025Freestone Capital Holdings LLC25,297$259K0.0%-62.7%0.109%
2/6/2025Raymond James Financial Inc.316,055$3.24M0.0%N/A1.357%
12/26/2024JPMorgan Chase & Co.2,881$40K0.0%-82.2%0.012%
11/14/2024Rockefeller Capital Management L.P.24,799$348K0.0%-28.0%0.106%
10/24/2024PFG Investments LLC18,438$259K0.0%-13.1%0.079%
8/14/2024Royal Capital Wealth Management LLC24,827$368K0.3%+7.1%0.107%
8/7/2024PFG Investments LLC21,218$314K0.0%-6.2%0.091%
8/7/2024Ashton Thomas Private Wealth LLC2,074$31K0.0%N/A0.009%
7/31/2024IFG Advisory LLC20,968$311K0.0%-41.1%0.090%
7/23/2024XML Financial LLC14,897$221K0.0%-11.8%0.064%
7/19/2024Raymond James & Associates160,582$2.38M0.0%-5.1%0.689%
6/21/2024Cape Investment Advisory Inc.8,105$132K0.1%+60.5%0.035%
5/24/2024Cetera Advisors LLC20,760$338K0.0%N/A0.089%
5/14/2024Freestone Capital Holdings LLC163,728$2.67M0.1%-13.6%0.703%
4/23/2024Raymond James Financial Services Advisors Inc.174,759$2.85M0.0%-0.5%0.759%
4/22/2024PFG Investments LLC22,611$368K0.0%+3.9%0.098%
3/4/2024Tucker Asset Management LLC4,739$80K0.0%N/A0.021%
3/1/2024Pineridge Advisors LLC8,559$144K0.0%N/A0.037%
2/16/2024Bluefin Capital Management LLC102,773$1.74M0.2%+2.9%0.448%
2/12/2024Tradition Wealth Management LLC21,106$354K0.0%+4.1%0.092%
2/12/2024Cape Investment Advisory Inc.5,049$85K0.0%+150.7%0.022%
1/30/2024Octavia Wealth Advisors LLC40,708$701K0.1%N/A0.178%
1/16/2024Raymond James Financial Services Advisors Inc.175,671$2.95M0.0%+2.0%0.766%
1/16/2024Raymond James & Associates170,087$2.86M0.0%-1.7%0.742%
11/14/2023Samalin Investment Counsel LLC75,041$1.16M0.7%-5.2%0.327%
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11/13/2023PNC Financial Services Group Inc.14,152$219K0.0%-58.9%0.062%
11/7/2023Cape Investment Advisory Inc.2,014$31K0.0%N/A0.009%
11/4/2023EverSource Wealth Advisors LLC2,391$37K0.0%N/A0.010%
10/24/2023Goodwin Daniel L104,442$1.61M0.8%+19.0%0.457%
10/24/2023Raymond James Financial Services Advisors Inc.172,283$2.66M0.0%+1.3%0.755%
10/24/2023Raymond James & Associates173,067$2.67M0.0%-1.1%0.758%
10/23/2023Commonwealth Equity Services LLC26,063$403K0.0%+4.8%0.114%
10/10/2023SOA Wealth Advisors LLC.17,533$271K0.1%N/A0.077%
9/11/2023Bluefin Capital Management LLC99,443$1.64M0.3%N/A0.436%
8/14/2023Bluefin Capital Management LLC99,443$1.64M0.3%N/A0.436%


GHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Greystone Housing Impact Investors. The most heavily invested institutionals were Raymond James Financial Inc. ($3.37M), Raymond James & Associates ($2.38M), Equitable Holdings Inc. ($2.30M), Royal Bank of Canada ($1.83M), Bluefin Capital Management LLC ($1.27M), Bullseye Investment Management LLC ($628K), and Freestone Capital Holdings LLC ($505K).Learn more on Greystone Housing Impact Investors' institutional investors.

9.01% of Greystone Housing Impact Investors' stock is owned by institutional investors. Learn more on GHI's institutional investor holdings.

Of the 33 institutional investors that purchased Greystone Housing Impact Investors' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($656.82K), Equitable Holdings Inc. ($124.78K), Bluefin Capital Management LLC ($103.20K), Royal Bank of Canada ($76.78K), America First Investment Advisors LLC ($63.42K), Bullseye Investment Management LLC ($59.12K), and Jump Financial LLC ($53.19K).

Institutional investors have bought a total of 590,118 shares in the last 24 months. This purchase volume represents approximately $5.33M in transactions.

Of the 14 institutional investors that sold Greystone Housing Impact Investors' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: America First Investment Advisors LLC ($54.66K), Samalin Investment Counsel LLC ($23.04K), Stifel Financial Corp ($15.41K), Raymond James Financial Inc. ($13.24K), Susquehanna International Group LLP ($11.44K), Stephens Inc. AR ($7.06K), and Wells Fargo & Company MN ($6.90K).

Institutional investors have sold a total of 150,641 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.



This page (NYSE:GHI) was last updated on 5/15/2026 by MarketBeat.com Staff.
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