Filing Research | HASI - HA SUSTAINABLE INFRA CAP INC Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	1.6MSH	$62.2M
2	Mizuho Markets Cayman LP	Shares	900.0KSH	$35.1M
3	Robeco Institutional Asset Management B.V.	Shares	455.4KSH	$17.8M
4	Rathbones Group PLC	Shares	384.8KSH	$15.0M
5	LBP AM SA	Shares	359.9KSH	$14.1M
6	Boston Common Asset Management, LLC	Shares	337.7KSH	$13.2M
7	ABN AMRO INVESTMENT SOLUTIONS	Shares	308.8KSH	$12.1M
8	Union Bancaire Privee, UBP SA	Shares	270.1KSH	$9.5M
9	PFG Investments, LLC	Shares	223.4KSH	$8.7M
10	Abundance Wealth Counselors	Shares	87.4KSH	$3.4M
11	Andrew Hill Investment Advisors, Inc.	Shares	82.6KSH	$3.2M
12	Louisiana State Employees Retirement System	Shares	56.0KSH	$2.2M
13	ARDSLEY ADVISORY PARTNERS LP	Shares	55.0KSH	$2.1M
14	Horst & Graben Wealth Management LLC	Shares	38.9KSH	$1.5M
15	Police & Firemen's Retirement System of New Jersey	Shares	38.1KSH	$1.5M
16	Strong Tower Advisory Services	Shares	37.3KSH	$1.5M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	34.7KSH	$1.4M
18	Farther Finance Advisors, LLC	Shares	34.7KSH	$1.4M
19	CASCADE INVESTMENT GROUP, INC.	Shares	30.6KSH	$1.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.3KSH	$1.2M
21	Fideuram Asset Management (Ireland) dac	Shares	30.0KSH	$1.2M
22	Dynamic Advisor Solutions LLC	Shares	28.4KSH	$1.1M
23	Yorktown Management & Research Co Inc	Shares	23.6KSH	$919.6K
24	MIZUHO MARKETS AMERICAS LLC	Shares	21.8KSH	$853.0K
25	NWAM LLC	Shares	21.8KSH	$852.9K
26	Abel Hall, LLC	Shares	19.8KSH	$774.5K
27	Harrington Investments, INC	Shares	15.0KSH	$587.4K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.1KSH	$549.5K
29	Chesley Taft & Associates LLC	Shares	13.1KSH	$513.1K
30	Crossmark Global Holdings, Inc.	Shares	12.1KSH	$474.3K
31	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	12.1KSH	$473.5K
32	1620 INVESTMENT ADVISORS, INC.	Shares	11.9KSH	$465.1K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2KSH	$424.7K
34	Apollon Wealth Management, LLC	Shares	10.7KSH	$419.4K
35	TrueMark Investments, LLC	Shares	10.0KSH	$391.6K
36	Pine Haven Investment Counsel, Inc	Shares	10.0KSH	$388.7K
37	Seelaus Asset Management LLC	Shares	9.8KSH	$382.5K
38	GUIDANCE CAPITAL, INC	Shares	9.1KSH	$354.2K
39	Sound Income Strategies, LLC	Shares	8.3KSH	$324.5K
40	GAMMA Investing LLC	Shares	8.2KSH	$321.9K
41	DAVENPORT & Co LLC	Shares	8.2KSH	$318.5K
42	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	7.7KSH	$301.3K
43	SeaCrest Wealth Management, LLC	Shares	7.0KSH	$274.2K
44	PEDDOCK CAPITAL ADVISORS, LLC	Shares	6.5KSH	$255.8K
45	Sequoia Financial Advisors, LLC	Shares	6.1KSH	$239.5K
46	BALDWIN WEALTH PARTNERS LLC/MA	Shares	6.0KSH	$232.3K
47	Merit Financial Group, LLC	Shares	5.6KSH	$217.1K
48	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5.0KSH	$195.3K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.6KSH	$138.9K
50	MeadowBrook Investment Advisors LLC	Shares	3.0KSH	$118.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 93 loaded

#		Instrument
1	Swedbank AB added	Shares	+500.1K	+$22.0M	$62.2M
2	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+82.9K	+$3.8M	$12.1M
3	Mizuho Markets Cayman LP unchanged	Shares	0	+$2.1M	$35.1M
4	Abundance Wealth Counselors added	Shares	+43.9K	+$1.8M	$3.4M
5	LBP AM SA added	Shares	+19.8K	+$1.6M	$14.1M
6	Boston Common Asset Management, LLC added	Shares	+17.9K	+$1.4M	$13.2M
7	Fideuram Asset Management (Ireland) dac new	Shares	+30.0K	+$1.2M	$1.2M
8	Robeco Institutional Asset Management B.V. added	Shares	+1.9K	+$1.1M	$17.8M
9	Union Bancaire Privee, UBP SA added	Shares	+3.9K	+$943.8K	$9.5M
10	MIZUHO MARKETS AMERICAS LLC new	Shares	+21.8K	+$853.0K	$853.0K
11	PFG Investments, LLC trimmed	Shares	-217	+$505.8K	$8.7M
12	TrueMark Investments, LLC new	Shares	+10.0K	+$391.6K	$391.6K
13	Sequoia Financial Advisors, LLC new	Shares	+6.1K	+$239.5K	$239.5K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$237.8K	$1.5M
15	Andrew Hill Investment Advisors, Inc. trimmed	Shares	-107	+$186.1K	$3.2M
16	Strong Tower Advisory Services added	Shares	+1.8K	+$152.5K	$1.5M
17	ARDSLEY ADVISORY PARTNERS LP unchanged	Shares	0	+$126.5K	$2.1M
18	Louisiana State Employees Retirement System trimmed	Shares	-600	+$106.8K	$2.2M
19	CASCADE INVESTMENT GROUP, INC. added	Shares	+840	+$101.4K	$1.2M
20	Curated Wealth Partners LLC new	Shares	+85.0K	+$95.3K	$95.3K
21	Dynamic Advisor Solutions LLC added	Shares	+586	+$87.0K	$1.1M
22	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+1.4K	+$80.3K	$473.5K
23	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-81	+$76.8K	$1.4M
24	Chesley Taft & Associates LLC added	Shares	+1.2K	+$73.8K	$513.1K
25	Abel Hall, LLC added	Shares	+471	+$62.9K	$774.5K
26	Yorktown Management & Research Co Inc unchanged	Shares	0	+$54.2K	$919.6K
27	Pine Haven Investment Counsel, Inc added	Shares	+435	+$38.9K	$388.7K
28	1620 INVESTMENT ADVISORS, INC. added	Shares	+305	+$38.6K	$465.1K
29	GAMMA Investing LLC added	Shares	+431	+$34.8K	$321.9K
30	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$32.4K	$549.5K
31	Harrington Investments, INC trimmed	Shares	-105	+$30.7K	$587.4K
32	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$27.9K	$474.3K
33	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$23.4K	$1.2M
34	Apollon Wealth Management, LLC trimmed	Shares	-45	+$23.1K	$419.4K
35	Farther Finance Advisors, LLC trimmed	Shares	-779	+$22.0K	$1.4M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+285	+$18.6K	$424.7K
37	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$17.7K	$301.3K
38	SeaCrest Wealth Management, LLC added	Shares	+7	+$16.4K	$274.2K
39	PEDDOCK CAPITAL ADVISORS, LLC unchanged	Shares	0	+$15.1K	$255.8K
40	Merit Financial Group, LLC added	Shares	+61	+$15.0K	$217.1K
41	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$13.7K	$232.3K
42	SIGNATUREFD, LLC added	Shares	+225	+$9.7K	$24.1K
43	EASTERN BANK new	Shares	+230	+$9.0K	$9.0K
44	SJS Investment Consulting Inc. new	Shares	+230	+$9.0K	$9.0K
45	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$7.0K	$118.9K
46	Spire Wealth Management unchanged	Shares	0	+$5.8K	$97.6K
47	Seelaus Asset Management LLC trimmed	Shares	-484	+$4.7K	$382.5K
48	HAGER INVESTMENT MANAGEMENT SERVICES, LLC new	Shares	+100	+$3.9K	$3.9K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.8K	$138.9K
50	Bogart Wealth, LLC unchanged	Shares	0	+$2.0K	$34.2K

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