HoldingsChannel.com
Funds Holding ATAX
HolderAmountPosition Size
($ in 1000's)
 As of
Sunbelt Securities Inc.5,355$10,308 12/31/2019
     ATAX5,355$10,308 12/31/2019
UBS Group AG718,561$5,533 12/31/2019
     ATAX718,561$5,533 12/31/2019
Morgan Stanley501,517$3,862 12/31/2019
     ATAX501,517$3,862 12/31/2019
America First Investment Advisors LLC448,962$3,457 12/31/2019
     ATAX448,962$3,457 12/31/2019
Raymond James & Associates432,443$3,330 12/31/2019
     ATAX432,443$3,330 12/31/2019
Raymond James Financial Services Advisors Inc.404,234$3,113 12/31/2019
     ATAX404,234$3,113 12/31/2019
LPL Financial LLC314,939$2,425 12/31/2019
     ATAX314,939$2,425 12/31/2019
US Bancorp DE297,703$2,292 12/31/2019
     ATAX297,703$2,292 12/31/2019
Wells Fargo & Company MN208,833$1,608 12/31/2019
     ATAX208,833$1,608 12/31/2019
First Allied Advisory Services Inc.205,481$1,585 12/31/2019
     ATAX205,481$1,585 12/31/2019
Mariner LLC183,045$1,409 12/31/2019
     ATAX183,045$1,409 12/31/2019
Bank of Montreal Can127,500$982 12/31/2019
     ATAX127,500$982 12/31/2019
Royal Bank of Canada121,669$937 12/31/2019
     ATAX121,669$937 12/31/2019
Acadian Asset Management LLC118,831$915 12/31/2019
     ATAX118,831$915 12/31/2019
Citadel Advisors LLC105,101$809 12/31/2019
     ATAX105,101$809 12/31/2019
Cpwm LLC100,000$770 12/31/2019
     ATAX100,000$770 12/31/2019
California Public Employees Retirement System86,372$665 12/31/2019
     ATAX86,372$665 12/31/2019
Bank of America Corp DE83,220$641 12/31/2019
     ATAX83,220$641 12/31/2019
Cambridge Investment Research Advisors Inc.76,897$592 12/31/2019
     ATAX76,897$592 12/31/2019
Creative Planning70,572$543 12/31/2019
     ATAX70,572$543 12/31/2019
Commonwealth Equity Services LLC67,648$520 12/31/2019
     ATAX67,648$520 12/31/2019
Russell Investments Group Ltd.63,073$485 12/31/2019
     ATAX63,073$485 12/31/2019
Equitable Holdings Inc.58,848$453 12/31/2019
     ATAX58,848$453 12/31/2019
First Republic Investment Management Inc.55,000$424 12/31/2019
     ATAX55,000$424 12/31/2019
Measured Wealth Private Client Group LLC53,150$409 12/31/2019
     ATAX53,150$409 12/31/2019
JPMorgan Chase & Co.52,710$406 12/31/2019
     ATAX52,710$406 12/31/2019
Stifel Financial Corp48,898$377 12/31/2019
     ATAX48,898$377 12/31/2019
Goodwin Daniel L45,000$347 12/31/2019
     ATAX45,000$347 12/31/2019
Geode Capital Management LLC39,141$301 12/31/2019
     ATAX39,141$301 12/31/2019
FLC Capital Advisors36,360$280 12/31/2019
     ATAX36,360$280 12/31/2019
Cutler Group LP33,200$255 12/31/2019
     ATAX33,200$255 12/31/2019
Ladenburg Thalmann Financial Services Inc.30,117$232 12/31/2019
     ATAX30,117$232 12/31/2019
Allianz Asset Management GmbH29,937$231 12/31/2019
     ATAX29,937$231 12/31/2019
JRM Investment Counsel LLC30,000$231 12/31/2019
     ATAX30,000$231 12/31/2019
Sigma Planning Corp29,162$225 12/31/2019
     ATAX29,162$225 12/31/2019
Quad Cities Investment Group LLC29,271$224 12/31/2019
     ATAX29,271$224 12/31/2019
Truist Financial Corp26,000$201 12/31/2019
     ATAX26,000$201 12/31/2019
Private Advisor Group LLC25,126$193 12/31/2019
     ATAX25,126$193 12/31/2019
Camden Capital LLC25,000$193 12/31/2019
     ATAX25,000$193 12/31/2019
D.A. Davidson & CO.24,359$188 12/31/2019
     ATAX24,359$188 12/31/2019
BOK Financial Private Wealth Inc.23,000$177 12/31/2019
     ATAX23,000$177 12/31/2019
GSA Capital Partners LLP22,621$174 12/31/2019
     ATAX22,621$174 12/31/2019
GWM Advisors LLC19,947$154 12/31/2019
     ATAX19,947$154 12/31/2019
CWA Asset Management Group LLC20,000$154 12/31/2019
     ATAX20,000$154 12/31/2019
Texas Yale Capital Corp.19,007$146 12/31/2019
     ATAX19,007$146 12/31/2019
Advisor Group Inc.18,076$140 12/31/2019
     ATAX18,076$140 12/31/2019
National Asset Management Inc.17,143$132 12/31/2019
     ATAX17,143$132 12/31/2019
NEXT Financial Group Inc14,508$112 12/31/2019
     ATAX14,508$112 12/31/2019
Shine Investment Advisory Services Inc.13,273$102 12/31/2019
     ATAX13,273$102 12/31/2019
Arrowstreet Capital Limited Partnership12,561$97 12/31/2019
     ATAX12,561$97 12/31/2019
HighTower Advisors LLC12,489$97 12/31/2019
     ATAX12,489$97 12/31/2019
Baldwin Brothers Inc. MA12,500$96 12/31/2019
     ATAX12,500$96 12/31/2019
BEAM Asset Management LLC12,295$95 12/31/2019
     ATAX12,295$95 12/31/2019
Citigroup Inc.12,200$94 12/31/2019
     ATAX12,200$94 12/31/2019
Janney Montgomery Scott LLC12,000$92 12/31/2019
     ATAX12,000$92 12/31/2019
AllSquare Wealth Management LLC12,000$92 12/31/2019
     ATAX12,000$92 12/31/2019
SeaCrest Wealth Management LLC11,900$92 12/31/2019
     ATAX11,900$92 12/31/2019
Wiley BROS. Aintree Capital LLC11,540$89 12/31/2019
     ATAX11,540$89 12/31/2019
Wedbush Securities Inc.10,740$83 12/31/2019
     ATAX10,740$83 12/31/2019
Susquehanna International Group LLP $80 12/31/2019
     Call10,400$80 12/31/2019
MML Investors Services LLC10,160$78 12/31/2019
     ATAX10,160$78 12/31/2019
SRS Capital Advisors Inc.7,345$57 12/31/2019
     ATAX7,345$57 12/31/2019
Steward Partners Investment Advisory LLC5,000$38 12/31/2019
     ATAX5,000$38 12/31/2019
Deutsche Bank AG4,520$34 12/31/2019
     ATAX4,520$34 12/31/2019
Liberty Wealth Management LLC4,250$32 12/31/2019
     ATAX4,250$32 12/31/2019
MBM Wealth Consultants LLC3,640$28 12/31/2019
     ATAX3,640$28 12/31/2019
Mcmillion Capital Management Inc.3,225$25 12/31/2019
     ATAX3,225$25 12/31/2019
Macroview Investment Management LLC3,040$23 12/31/2019
     ATAX3,040$23 12/31/2019
AdvisorNet Financial Inc2,000$15 12/31/2019
     ATAX2,000$15 12/31/2019
Advisory Services Network LLC1,782$14 12/31/2019
     ATAX1,782$14 12/31/2019
Dorsey Wright & Associates1,608$12 12/31/2019
     ATAX1,608$12 12/31/2019
PNC Financial Services Group Inc.987$8 12/31/2019
     ATAX987$8 12/31/2019
Salem Investment Counselors Inc.1,000$8 12/31/2019
     ATAX1,000$8 12/31/2019
Evoke Wealth LLC1,000$8 12/31/2019
     ATAX1,000$8 12/31/2019
Hillsdale Investment Management Inc.400$3 12/31/2019
     ATAX400$3 12/31/2019
Proequities Inc.0$0 12/31/2019
     Put0$0 12/31/2019
     ATAX0$0 12/31/2019
     Call0$0 12/31/2019

See Summary: Institutional Holders of ATAX
See Details: Top 10 Hedge Funds Holding ATAX
Also See: ATAX Holdings Changes

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