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Disclosery

HASI HA SUSTAINABLE INFRA CAP INC

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COM (common), issuer CIK 1561894

339 managers (344 13F filers) reported a position in HASI shares at 2024-12-31, 124,085,509 shares in all. 23 filers opened a position and 65 filers sold out during the quarter.

Managers
339
13F filers
344
New
23
Added
147
Reduced
113
Sold out
65
Shares held by filers
124,085,509

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…15,582$418K<0.01%+1,41813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,477$415K<0.01%+2,28813F-HRTimelineGroup
HighTower Advisors, LLC15,042$404K<0.01%-2,03213F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC14,950$401K0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC14,044$383K0.01%-8613F-HRTimeline
Harrington Investments, INC14,139$379K0.21%+1,31513F-HRTimeline
SMH CAPITAL ADVISORS INC13,869$372K0.9%-17413F-HRTimeline
BLAIR WILLIAM & CO/IL13,865$372K<0.01%+2,86813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.13,758$369K0.28%-1,14413F-HRTimeline
TCW GROUP INCin group TCW GROUP INC13,496$362K<0.01%-37813F-HRTimelineGroup
Creative Planningin group Creative Planning13,320$357K<0.01%-2,58213F-HRTimelineGroup
American Trust Investment Advisors, LLC13,310$357K0.15%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,014$349K<0.01%+113F-HRTimelineGroup
WEDBUSH SECURITIES INC12,479$335K0.01%+20013F-HRTimeline
Crestline Management, L.P.12,345$331K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…12,084$324K0.01%+69313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,050$323K<0.01%+98313F-HRTimeline
CIBC WORLD MARKETS CORP10,809$290K<0.01%new13F-HRTimeline
Plan Group Financial, LLC10,725$288K0.15%+54013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,478$281K<0.01%+3613F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.10,435$280K0.21%13F-HRTimeline
Prime Capital Investment Advisors, LLC10,425$280K<0.01%+18213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…10,404$279K<0.01%013F-HRTimeline
Seelaus Asset Management LLC10,385$279K0.25%013F-HRTimeline
Atria Investments, Inc10,376$278K<0.01%+58113F-HRTimeline
Union Bancaire Privee, UBP SA10,844$278K<0.01%13F-HR/ATimeline
Maven Securities LTDin group Maven Securities LTD10,000$268K0.04%-12,00013F-HRTimelineGroup
Freestone Grove Partners LP9,908$266K<0.01%13F-HRTimeline
Bridgefront Capital, LLC9,417$253K0.09%+1,31413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,293$249K<0.01%+44913F-HRTimelineGroup
GUIDANCE CAPITAL, INC9,111$249K0.08%013F-HRTimeline
SG Americas Securities, LLC9,221$247K<0.01%-2,30113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV9,115$245K0.03%-80513F-HRTimeline
MeadowBrook Investment Advisors LLC9,065$243K0.22%+3,54213F-HRTimeline
LGL PARTNERS, LLC9,001$241K0.04%-213F-HRTimeline
XPONANCE LLC8,999$241K<0.01%+1,63013F-HRTimeline
Modera Wealth Management, LLC8,844$237K<0.01%new13F-HRTimeline
Reynders McVeigh Capital Management, LLC8,836$237K0.01%+113F-HRTimeline
First Affirmative Financial Network8,482$228K0.13%+35313F-HRTimeline
CIBC Asset Management Inc8,469$227K<0.01%-3,51313F-HRTimeline
Catalyst Capital Advisors LLC8,371$225K<0.01%+3213F-HRTimeline
NorthCoast Asset Management LLC8,340$224K<0.01%013F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC8,000$215K0.01%013F-HR/ATimeline
CIBC WORLD MARKET INC.7,785$209K<0.01%-91013F-HRTimeline
Cascade Financial Partners, LLC7,754$208K0.03%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,717$207K0.04%013F-HRTimeline
MACKENZIE FINANCIAL CORP7,665$206K<0.01%+1013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,594$204K<0.01%+3,69613F-HRTimelineGroup
CHOREO, LLC7,376$200K<0.01%-1,62413F-HRTimeline
Steward Partners Investment Advisory, L…7,245$194K<0.01%+4,95313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,625$178K<0.01%+94613F-HRTimelineGroup
Avior Wealth Management, LLC6,091$163K0.01%+7013F-HRTimeline
Van Hulzen Asset Management, LLC5,905$158K0.01%-1,95013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,697$152K<0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV5,399$145K<0.01%+2,18613F-HRTimelineGroup
GAMMA Investing LLC4,443$119K0.01%-81313F-HRTimeline
JTC Employer Solutions Trustee Ltd4,000$107K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,668$98K<0.01%-64913F-HRTimelineGroup
Sterling Capital Management LLC3,640$97.7K<0.01%+3,24913F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,429$92K0.01%-1,09213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,700$72.4K0.02%+3113F-HRTimeline
Addison Advisors LLC2,645$71K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,500$67.1K<0.01%013F-HRTimelineGroup
Smithfield Trust Co2,440$65K<0.01%-1,73013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,383$64.5K<0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …2,390$64.1K<0.01%013F-HR/ATimelineGroup
Covestor Ltd2,369$64K0.04%+13713F-HRTimeline
Wilmington Savings Fund Society, FSB2,125$57K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,750$47K0.03%13F-HRTimeline
Allworth Financial LP1,709$46.2K<0.01%+1,58413F-HRTimeline
Roxbury Financial LLC1,435$45K0.04%13F-HRTimeline
TRUST CO OF VERMONT1,500$40.2K<0.01%-1,60013F-HRTimeline
Smartleaf Asset Management LLC1,380$36.9K<0.01%+43913F-HRTimeline
Caitong International Asset Management …1,070$28.7K0.03%13F-HR/ATimeline
Zions Bancorporation, N.A.1,000$26.8K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.1,000$26.8K0.02%new13F-HRTimeline
DecisionPoint Financial, LLC1,000$26.8K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC900$24.1K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…877$23.5K<0.01%+37713F-HRTimelineGroup
Bogart Wealth, LLC875$23.5K<0.01%-10113F-HRTimeline
Global Retirement Partners, LLC840$22.5K<0.01%-8,42413F-HRTimeline
Farther Finance Advisors, LLC784$21K<0.01%-12813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC774$21K<0.01%+45913F-HRTimelineGroup
SIGNATUREFD, LLC684$18.4K<0.01%+22813F-HRTimeline
MAI Capital Management656$17.6K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC550$14.8K<0.01%+5513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…522$14K<0.01%+813F-HRTimelineGroup
Twin Lakes Capital Management, LLC518$13.9K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.500$13.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…500$13.4K<0.01%013F-HRTimeline
MATHER GROUP, LLC.473$12.7K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…468$12.6K<0.01%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…423$11.3K<0.01%+9313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/387$10.4K<0.01%+18313F-HRTimelineGroup
Clearstead Advisors, LLC373$10K<0.01%013F-HRTimeline
Blue Trust, Inc.363$9.74K<0.01%-31913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP353$9.47K<0.01%+27613F-HRTimelineGroup
Lindbrook Capital, LLC340$9.12K<0.01%-7113F-HRTimeline
Heritage Wealth Advisors300$8.05K<0.01%013F-HRTimeline
First Pacific Financial240$6.44K<0.01%013F-HRTimeline
Crews Bank & Trust240$6.44K<0.01%13F-HRTimeline
Hanson & Doremus Investment Management220$6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB220$5.9K<0.01%+17913F-HRTimeline
JNBA Financial Advisors217$5.82K<0.01%013F-HRTimeline
UMB Bank, n.a.211$5.66K<0.01%-4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.200$5.37K<0.01%new13F-HRTimeline
Hilltop National Bank200$5.37K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC184$5.01K<0.01%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.182$4.88K<0.01%013F-HRTimeline
Larson Financial Group LLC167$4.48K<0.01%+213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.165$4.43K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP161$4.32K<0.01%new13F-HRTimeline
Pflug Koory, LLC160$4.29K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.154$4.13K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC151$4.05K<0.01%-3613F-HRTimeline
Arax Advisory Partners133$3.57K<0.01%+4113F-HRTimeline
Parallax Volatility Advisers, L.P.120$3.22K<0.01%new13F-HRTimeline
Versant Capital Management, Inc119$3.19K<0.01%-39613F-HRTimeline
GeoWealth Management, LLC118$3.17K<0.01%-1313F-HRTimeline
Future Financial Wealth Managment LLC115$3.08K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc114$3.06K<0.01%+1613F-HRTimeline
LGT Financial Advisors LLC110$2.95K0.01%new13F-HRTimeline
IFP Advisors, Inc102$2.74K<0.01%-9813F-HRTimeline
DANSKE BANK A/S100$2.68K<0.01%-39,54613F-HRTimeline
Parallel Advisors, LLC65$1.75K<0.01%-2613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$1.74K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.57$1.53K<0.01%-2113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47$1.26K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC46$1.24K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.42$1.13K<0.01%13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.34$912<0.01%013F-HRTimeline
Whipplewood Advisors, LLC23$617<0.01%13F-HRTimeline
Parkside Financial Bank & Trust14$376<0.01%-113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK11$295<0.01%+313F-HRTimelineGroup
Abound Wealth Management10$269<0.01%+213F-HRTimeline
CoreCap Advisors, LLC9$241<0.01%+113F-HRTimeline
Manchester Capital Management LLC1$27<0.01%-25213F-HRTimeline
Putney Financial Group LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.