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Greystone Housing Impact INV (GHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Larson Financial Group LLC
INCREASED
Shares48,243 from 47,128
Change+1,115 (+2%)
Value$275.0K (+$1.6K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares30,805 from 16,221
Change+14,584 (+90%)
Value$175.6K (+$81.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,179 from 21,644
Change+535 (+2%)
Value$126.0K ($0)
Filed 2026-11-02
Samalin Investment Counsel, LLC
DECREASED
Shares18,165 from 24,898
Change-6,733 (-27%)
Value$103.5K (-$40.9K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares10,851 from 12,550
Change-1,699 (-14%)
Value$61.8K (-$10.9K)
Filed 2026-11-06
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$57.0K (-$1.0K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$57.0K (-$1.0K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares5,788 from 5,310
Change+478 (+9%)
Value$33.0K (+$2.2K)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$14.7K (-$257)
Filed 2026-10-15
CoreCap Advisors, LLC
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$9.1K (-$160)
Filed 2026-10-08
IFP Advisors, Inc
NEW
Shares295
Change+295
Value$1.7K
Filed 2026-10-16
MGO One Seven LLC
CLOSED
Shares0 from 41,278
Change-41,278 (-100%)
Value$0 (-$239.4K)
Filed 2026-10-28
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 25,126
Change-25,126 (-100%)
Value$0 (-$145.7K)
Filed 2026-10-26
Integrity Alliance, Llc.
CLOSED
Shares0 from 16,534
Change-16,534 (-100%)
Value$0 (-$95.9K)
Filed 2026-10-29
Advisory Advocates, LLC
CLOSED
Shares0 from 12,953
Change-12,953 (-100%)
Value$0 (-$75.1K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,565
Change-2,565 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$301)
Filed 2026-11-04
Equitable Holdings, Inc.
N/A
Shares— from 623,883
Change-623,883 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 557,470
Change-557,470 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 103,201
Change-103,201 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 99,649
Change-99,649 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,032
Change-61,032 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 53,333
Change-53,333 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,789
Change-44,789 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,586
Change-11,586 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,231
Change-10,231 (-100%)
Value—
Stephens Inc
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 110
Change-110 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Larson Financial Group LLC
INCREASED48,24347,128+1,115+2%$273.3K$275.0K+$1.6K2026-11-05
Kestra Advisory Services, LLC
INCREASED30,80516,221+14,584+90%$94.1K$175.6K+$81.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED22,17921,644+535+2%$126.0K$126.0K$02026-11-02
Samalin Investment Counsel, LLC
DECREASED18,16524,898-6,733-27%$144.4K$103.5K-$40.9K2026-10-23
LPL Financial LLC
DECREASED10,85112,550-1,699-14%$72.8K$61.8K-$10.9K2026-11-06
Abel Hall, LLC
UNCHANGED10,00010,00000%$58.0K$57.0K-$1.0K2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED10,00010,00000%$58.0K$57.0K-$1.0K2026-11-04
Barclays PLC
INCREASED5,7885,310+478+9%$30.8K$33.0K+$2.2K2026-11-06
Nfsg Corp
UNCHANGED2,5752,57500%$14.9K$14.7K-$2572026-10-15
CoreCap Advisors, LLC
UNCHANGED1,6041,60400%$9.3K$9.1K-$1602026-10-08
IFP Advisors, Inc
NEW295—+295——$1.7K—2026-10-16
MGO One Seven LLC
CLOSED041,278-41,278-100%$239.4K$0-$239.4K2026-10-28
Ashton Thomas Securities, LLC
CLOSED025,126-25,126-100%$145.7K$0-$145.7K2026-10-26
Integrity Alliance, Llc.
CLOSED016,534-16,534-100%$95.9K$0-$95.9K2026-10-29
Advisory Advocates, LLC
CLOSED012,953-12,953-100%$75.1K$0-$75.1K2026-11-05
Bullseye Investment Management, LLC
CLOSED02,565-2,565-100%$14.9K$0-$14.9K2026-10-29
Simplex Trading, LLC
CLOSED052-52-100%$301$0-$3012026-11-04
Equitable Holdings, Inc.
N/A—623,883-623,883-100%$3.6M———
Morgan Stanley
N/A—557,470-557,470-100%$3.2M———
Bluefin Capital Management, LLC
N/A—103,201-103,201-100%$598.6K———
Susquehanna International Group, LLP
N/A—99,649-99,649-100%$578.0K———
Raymond James Financial Inc
N/A—61,032-61,032-100%$354.0K———
Royal Bank of Canada
N/A—53,333-53,333-100%$309.0K———
Stifel Financial Corp
N/A—44,789-44,789-100%$259.8K———
Wells Fargo & Company
N/A—19,393-19,393-100%$112.5K———
Cetera Investment Advisers
N/A—14,396-14,396-100%$83.5K———
UBS Group AG
N/A—12,875-12,875-100%$74.7K———
Mariner, LLC
N/A—11,586-11,586-100%$67.2K———
Gladstone Institutional Advisory LLC
N/A—10,293-10,293-100%$59.7K———
Citadel Advisors LLC
N/A—10,231-10,231-100%$59.3K———
Stephens Inc
N/A—10,082-10,082-100%$58.5K———
Osaic Holdings, Inc.
N/A—4,995-4,995-100%$29.0K———
IFG Advisory, LLC
N/A—4,378-4,378-100%$25.4K———
Rockefeller Capital Management L.P.
N/A—110-110-100%$643———
SHP Wealth Management
N/A—50-50-100%$290———
Huntington National Bank
N/A—1-1-100%$6———
BlackRock, Inc.
N/A—1-1-100%$6———
Showing 37 of 37 institutions