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MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) Institutional Ownership

$14.55 +0.06 (+0.41%)
Closing price 03:58 PM Eastern
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$14.54 -0.01 (-0.07%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$93.58M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.70M
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MEGI Institutional Buying and Selling by Quarter

MainStay CBRE Global Infrastructure Megatrends Term Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.18,500$263K0.0%-11.9%0.000%
9/4/2025 Osaic Holdings Inc.28,680$408K0.0%+21.1%0.000%
8/18/2025 Geneos Wealth Management Inc.11,759$167K0.0%+473.6%0.000%
8/15/2025 Bank of America Corp DE671,168$9.54M0.0%+28.9%0.000%
8/14/2025 Raymond James Financial Inc.2,345,377$33.33M0.0%+1.9%0.000%
8/14/2025 Karpus Management Inc.689,551$9.80M0.3%-11.8%0.000%
8/14/2025 Quantedge Capital Pte Ltd12,131$172K0.2%-71.1%0.000%
8/14/2025 NewEdge Advisors LLC11,577$165K0.0%-23.9%0.000%
8/14/2025 Dymon Asia Capital Singapore PTE. LTD.10,414$148K0.0%N/A0.000%
8/13/2025 M Holdings Securities Inc.20,687$292K0.1%N/A0.000%
8/13/2025 Choreo LLC19,084$271K0.0%+13.1%0.000%
8/12/2025 Advisors Asset Management Inc.333,086$4.73M0.1%+2.4%0.000%
8/12/2025 Steward Partners Investment Advisory LLC140,301$1.99M0.0%+82.0%0.000%
8/8/2025 Rockefeller Capital Management L.P.305,106$4.34M0.0%+26.1%0.000%
8/8/2025 City of London Investment Management Co. Ltd.33,152$471K0.0%-55.5%0.000%
8/8/2025 Cetera Investment Advisers10,352$147K0.0%N/A0.000%
8/8/2025 PNC Financial Services Group Inc.5,690$81K0.0%-45.0%0.000%
8/6/2025 Penserra Capital Management LLC1,322,582$18.79M0.3%+3.0%0.000%
8/4/2025 Daymark Wealth Partners LLC24,449$347K0.0%+20.0%0.000%
8/1/2025 Corrado Advisors LLC173,171$2.46M1.5%+4.1%0.000%
7/24/2025 Accredited Investor Services LLC14,334$204K0.2%+11.9%0.000%
7/16/2025 Dakota Wealth Management17,875$254K0.0%-24.4%0.000%
7/14/2025 Opal Wealth Advisors LLC18,650$265K0.1%N/A0.000%
7/14/2025 Chapin Davis Inc.39,650$563K0.2%+244.8%0.000%
7/10/2025 Focus Financial Network Inc.23,567$335K0.0%+9.9%0.000%
7/10/2025 Sovran Advisors LLC82,802$1.16M0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC15,219$203K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.325,205$4.33M0.1%+23.6%0.000%
5/16/2025Almitas Capital LLC226,124$3.01M1.0%+40.5%0.000%
5/15/2025Royal Bank of Canada898,238$11.96M0.0%+1.3%0.000%
5/15/2025Quarry LP92,887$1.24M0.3%-45.8%0.000%
5/15/2025WPG Advisers LLC2,411$32K0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.14,009$186K0.1%N/A0.000%
5/14/2025Walleye Capital LLC19,682$262K0.0%-72.6%0.000%
5/14/2025SVB Wealth LLC2,621$35K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.2,300,973$30.63M0.0%+13.7%0.000%
5/13/2025FCA Corp TX104,176$1.39M0.4%-1.7%0.000%
5/12/2025Wolverine Asset Management LLC196,628$2.62M0.0%+28.5%0.000%
5/9/2025Shaker Financial Services LLC24,781$330K0.1%-63.2%0.000%
5/8/2025XTX Topco Ltd29,525$393K0.0%N/A0.000%
5/6/2025Choreo LLC16,870$225K0.0%+6.1%0.000%
5/5/2025Blue Bell Private Wealth Management LLC139,417$1.86M0.4%+0.9%0.000%
5/5/2025Private Advisor Group LLC15,007$200K0.0%-19.7%0.000%
5/2/2025Accredited Investor Services LLC12,815$171K0.1%N/A0.000%
5/1/2025Corrado Advisors LLC166,303$2.21M1.5%+2.2%0.000%
4/30/2025Cerity Partners LLC27,599$367K0.0%+4.1%0.000%
4/29/2025Penserra Capital Management LLC1,283,490$17.08M0.3%+0.4%0.000%
4/29/2025Absolute Investment Advisers LLC234,717$3.12M0.5%-47.2%0.000%
4/23/2025Chapin Davis Inc.11,500$153K0.1%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.39,514$526K0.0%-2.5%0.000%
4/14/2025Capital Investment Advisors LLC12,475$166K0.0%-12.3%0.000%
2/17/2025Saba Capital Management L.P.5,775,813$70.29M1.6%+0.8%0.000%
2/17/2025Quantedge Capital Pte Ltd50,331$613K0.2%+74.0%0.000%
2/17/2025Logan Stone Capital LLC69,938$851K0.3%N/A0.000%
2/17/2025Bramshill Investments LLC70,224$855K0.1%+13.7%0.000%
2/17/2025Bank of America Corp DE510,996$6.22M0.0%-0.4%0.000%
2/17/2025Aptus Capital Advisors LLC15,000$183K0.0%N/A0.000%
2/17/2025Almitas Capital LLC160,901$1.96M0.4%N/A0.000%
2/14/2025Jane Street Group LLC77,784$947K0.0%N/A0.000%
2/14/2025Comerica Bank274,365$3.34M0.0%+2,989.0%0.000%
2/14/2025Quarry LP171,352$2.09M0.3%+148.3%0.000%
2/14/2025Integrated Wealth Concepts LLC15,000$183K0.0%N/A0.000%
2/14/2025Stifel Financial Corp108,055$1.32M0.0%-9.5%0.000%
2/14/2025Shaker Financial Services LLC67,422$821K0.3%N/A0.000%
2/14/2025First Trust Advisors LP91,996$1.12M0.0%+8.3%0.000%
2/13/2025Walleye Capital LLC71,904$875K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.228,722$2.78M0.0%+9.5%0.000%
2/13/2025Raymond James Financial Inc.2,022,990$24.62M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN864,126$10.52M0.0%+11.0%0.000%
2/12/2025Landscape Capital Management L.L.C.29,749$362K0.0%N/A0.000%
2/11/2025FCA Corp TX105,941$1.29M0.4%+5.0%0.000%
2/11/2025LPL Financial LLC26,406$321K0.0%-27.5%0.000%
2/10/2025Advisors Asset Management Inc.263,040$3.20M0.1%+4.5%0.000%
2/10/2025Commonwealth Equity Services LLC57,591$701K0.0%-15.9%0.000%
2/7/2025HighTower Advisors LLC10,000$122K0.0%N/A0.000%
2/7/2025Vista Investment Partners II LLC11,143$136K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.2,022,990$24.62M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC71,297$868K0.0%+8.7%0.000%
2/5/2025Oppenheimer & Co. Inc.40,514$493K0.0%+26.9%0.000%
2/5/2025Corrado Advisors LLC162,704$1.98M1.3%+11.3%0.000%
2/3/2025Wolverine Asset Management LLC153,004$1.86M0.0%+298.7%0.000%
1/29/2025Savant Capital LLC11,875$145K0.0%-50.4%0.000%
1/27/2025Choreo LLC15,906$193K0.0%+7.5%0.000%
1/24/2025Absolute Investment Advisers LLC444,504$5.41M0.7%N/A0.000%
1/14/2025Sovereign Financial Group Inc.15,368$187K0.0%+45.7%0.000%
1/13/2025Capital Investment Advisors LLC14,225$173K0.0%-21.9%0.000%
11/15/2024XTX Topco Ltd10,151$151K0.0%N/A0.000%
11/15/2024Stifel Financial Corp119,338$1.78M0.0%-2.9%0.000%
11/15/2024Quarry LP68,997$1.03M0.3%-6.6%0.000%
11/14/2024Rockefeller Capital Management L.P.208,852$3.11M0.0%+9.0%0.000%
11/12/2024Penserra Capital Management LLC1,192,227$17.78M0.4%+25.7%0.000%
11/7/2024Pathstone Holdings LLC465,145$6.94M0.0%+4.0%0.000%
11/7/2024Claro Advisors LLC15,840$236K0.0%-16.3%0.000%
11/6/2024Oppenheimer & Co. Inc.31,914$476K0.0%-7.3%0.000%
11/4/2024Wolverine Asset Management LLC38,380$572K0.0%N/A0.000%
11/1/2024Corrado Advisors LLC146,203$2.18M1.4%-4.8%0.000%
10/18/2024Raymond James & Associates1,670,790$24.91M0.0%+7.4%0.000%
10/18/2024Capital Investment Advisors LLC18,225$272K0.0%+8.8%0.000%
10/17/2024Claro Advisors LLC120,068$1.79M0.2%+534.3%0.000%
9/5/2024Sanctuary Advisors LLC88,435$1.07M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

MEGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MEGI shares?

During the previous two years, 85 institutional investors and hedge funds held shares of MainStay CBRE Global Infrastructure Megatrends Term Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($70.29M), Raymond James Financial Inc. ($33.33M), Raymond James & Associates ($24.91M), Penserra Capital Management LLC ($18.79M), Royal Bank of Canada ($11.96M), Wells Fargo & Company MN ($10.52M), and Karpus Management Inc. ($9.80M).Learn more on MainStay CBRE Global Infrastructure Megatrends Term Fund's institutional investors.

Which institutional investors have been buying MainStay CBRE Global Infrastructure Megatrends Term Fund's stock?

Of the 76 institutional investors that purchased MainStay CBRE Global Infrastructure Megatrends Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.37M), Raymond James & Associates ($1.01M), Saba Capital Management L.P. ($636.86K), Absolute Investment Advisers LLC ($444.50K), Penserra Capital Management LLC ($386.06K), Comerica Bank ($265.48K), and Wolverine Asset Management LLC ($228.12K).

How much institutional buying is happening at MainStay CBRE Global Infrastructure Megatrends Term Fund?

Institutional investors have bought a total of 7,419,226 shares in the last 24 months. This purchase volume represents approximately $93.58M in transactions.

Which of MainStay CBRE Global Infrastructure Megatrends Term Fund's major shareholders have been selling company stock?

Of the 22 institutional investors that sold MainStay CBRE Global Infrastructure Megatrends Term Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Absolute Investment Advisers LLC ($209.79K), Karpus Management Inc. ($92.46K), Quarry LP ($83.36K), Walleye Capital LLC ($52.22K), Shaker Financial Services LLC ($42.64K), City of London Investment Management Co. Ltd. ($41.43K), and Quantedge Capital Pte Ltd ($29.90K).

How much institutional selling is happening at MainStay CBRE Global Infrastructure Megatrends Term Fund?

Institutional investors have sold a total of 643,493 shares in the last 24 months. This volume of shares sold represents approximately $8.70M in transactions.


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This page (NYSE:MEGI) was last updated on 9/12/2025 by MarketBeat.com Staff
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