AMERICA FIRST MULTIFAMILY IN (ATAX)
Institutional ownership reported to the SEC as of Q2 2023, across 19 quarters.
1
Reporting holders
$287.7K
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | $287.7K | 17,458 | 0.07% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2023 | 1 | $287.7K | 17,458 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 4 | $589.8K | 34,112 | 1 | 3 | 0 | 0.0% |
| Q4 2022 | 4 | $433.5K | 24,914 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $523.0K | 30,326 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 3 | $407.0K | 22,297 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 55 | $30.3M | 4,864,228 | 3 | 15 | 12 | 1.0% |
| Q4 2021 | 69 | $48.1M | 7,343,015 | 6 | 24 | 18 | 2.3% |
| Q3 2021 | 63 | $43.8M | 7,208,971 | 6 | 23 | 9 | 1.6% |
| Q2 2021 | 66 | $47.2M | 6,878,227 | 6 | 13 | 19 | 1.6% |
| Q1 2021 | 65 | $40.9M | 7,235,700 | 9 | 16 | 17 | 1.3% |
| Q4 2020 | 69 | $30.8M | 7,433,633 | 13 | 13 | 17 | 0.3% |
| Q3 2020 | 58 | $25.1M | 6,753,671 | 7 | 11 | 18 | 0.3% |
| Q2 2020 | 60 | $28.4M | 6,867,146 | 8 | 13 | 18 | 0.0% |
| Q1 2020 | 69 | $36.0M | 6,738,571 | 5 | 19 | 20 | 0.0% |
| Q4 2019 | 77 | $54.3M | 7,017,207 | 10 | 21 | 16 | 0.1% |
| Q3 2019 | 74 | $56.0M | 6,860,172 | 10 | 24 | 11 | 0.0% |
| Q2 2019 | 71 | $44.1M | 6,189,257 | 9 | 22 | 10 | 0.0% |
| Q1 2019 | 67 | $39.2M | 5,708,475 | 15 | 19 | 13 | 0.0% |
| Q4 2018 | 56 | $30.4M | 5,372,382 | 0 | 1 | 2 | 0.0% |