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

$14.79 -0.03 (-0.20%)

Closing price 08/28/2026 03:58 PM Eastern

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$14.82 +0.03 (+0.20%)

As of 04:05 AM Eastern

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Number of Institutional Buyers (last 12 months): 47
Total Institutional Inflows (last 12 months): $54.70M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $50.67M

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MEGI Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/19/2026	Chapin Davis Inc.	74,378	$1.13M	0.2%	+5.5%	0.000%
7/9/2026	Focus Financial Network Inc.	28,863	$439K	0.0%	+9.3%	0.000%
7/8/2026	Chapin Davis Inc.	74,378	$1.13M	0.2%	+5.5%	0.000%
6/3/2026	NewEdge Advisors LLC	19,609	$288K	0.0%	-6.5%	0.000%
5/19/2026	NewEdge Advisors LLC	19,609	$288K	0.0%	-6.5%	0.000%
5/19/2026	Bank of America Corp DE	759,148	$11.15M	0.0%	+7.5%	0.000%
5/18/2026	Royal Bank of Canada	869,024	$12.77M	0.0%	-13.3%	0.000%
5/16/2026	Saba Capital Management L.P.	4,095,456	$60.16M	1.7%	-26.8%	0.000%
5/14/2026	FCA Corp TX	99,337	$1.46M	0.4%	+6.9%	0.000%
5/12/2026	Quantedge Capital Pte Ltd	18,500	$272K	0.1%	N/A	0.000%
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5/6/2026	Allspring Global Investments Holdings LLC	252,046	$3.70M	0.0%	+73.1%	0.000%
5/6/2026	Independent Financial Group LLC	39,245	$577K	0.0%	N/A	0.000%
5/2/2026	International Assets Investment Management LLC	2,500	$37K	0.0%	N/A	0.000%
5/1/2026	Fifth Third Bancorp	274,603	$4.03M	0.0%	N/A	0.000%
5/1/2026	Sovran Advisors LLC	142,805	$2.22M	0.2%	+42.1%	0.000%
5/1/2026	Corrado Advisors LLC	156,485	$2.30M	1.2%	-10.2%	0.000%
4/30/2026	Kestra Advisory Services LLC	15,391	$226K	0.0%	N/A	0.000%
4/22/2026	Absolute Investment Advisers LLC	411,549	$6.05M	0.7%	+24.3%	0.000%
4/16/2026	Tactive Advisors LLC	13,567	$199K	0.1%	N/A	0.000%
3/17/2026	Rockefeller Capital Management L.P.	341,768	$4.70M	0.0%	+0.7%	0.000%
3/3/2026	NWF Advisory Services Inc.	27,500	$378K	0.0%	-3.5%	0.000%
2/25/2026	Sit Investment Associates Inc.	726,603	$10.00M	0.2%	N/A	0.000%
2/18/2026	Saba Capital Management L.P.	5,593,758	$76.97M	2.3%	-10.6%	0.000%
2/18/2026	Evolve Private Wealth LLC	90,284	$1.24M	0.1%	N/A	0.000%
2/17/2026	Almitas Capital LLC	61,653	$848K	0.2%	N/A	0.000%
2/17/2026	Cetera Investment Advisers	10,031	$138K	0.0%	-38.0%	0.000%
2/17/2026	Osaic Holdings Inc.	36,301	$500K	0.0%	-6.8%	0.000%
2/17/2026	&PARTNERS	11,385	$157K	0.0%	N/A	0.000%
2/17/2026	Royal Bank of Canada	1,002,528	$13.80M	0.0%	+11.4%	0.000%
2/16/2026	Landscape Capital Management L.L.C.	18,319	$252K	0.0%	N/A	0.000%
2/13/2026	Thomas J. Herzfeld Advisors Inc.	113,493	$1.56M	0.5%	-33.7%	0.000%
2/13/2026	Stifel Financial Corp	31,281	$430K	0.0%	-12.8%	0.000%
2/13/2026	Quarry LP	95,739	$1.32M	0.2%	N/A	0.000%
2/13/2026	Morgan Stanley	5,769,365	$79.39M	0.0%	+11.3%	0.000%
2/13/2026	Wells Fargo & Company MN	664,977	$9.15M	0.0%	-10.5%	0.000%
2/12/2026	Advisors Asset Management Inc.	264,266	$3.64M	0.1%	-3.8%	0.000%
2/12/2026	Jane Street Group LLC	19,471	$268K	0.0%	-46.3%	0.000%
2/12/2026	Commonwealth Equity Services LLC	64,874	$893K	0.0%	+4.6%	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	166,104	$2.29M	0.0%	-2.7%	0.000%
2/11/2026	FCA Corp TX	92,893	$1.28M	0.4%	-16.8%	0.000%
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2/11/2026	Cerity Partners LLC	26,500	$365K	0.0%	-4.0%	0.000%
2/11/2026	LPL Financial LLC	53,698	$739K	0.0%	+63.5%	0.000%
2/11/2026	Closed End Fund Advisors Inc.	80,944	$1.11M	0.7%	N/A	0.000%
2/9/2026	Blue Bell Private Wealth Management LLC	162,520	$2.24M	0.3%	+3.7%	0.000%
2/9/2026	Accredited Investor Services LLC	18,376	$253K	0.2%	+12.4%	0.000%
2/6/2026	Global Retirement Partners LLC	17,350	$239K	0.0%	N/A	0.000%
2/2/2026	Wolverine Asset Management LLC	258,337	$3.56M	0.0%	N/A	0.000%
2/2/2026	Oppenheimer & Co. Inc.	147,275	$2.03M	0.0%	+19.3%	0.000%
1/30/2026	Chapin Davis Inc.	42,650	$587K	0.1%	+6.2%	0.000%
1/28/2026	Absolute Investment Advisers LLC	331,188	$4.51M	0.5%	N/A	0.000%
1/26/2026	Shaker Financial Services LLC	31,319	$431K	0.1%	N/A	0.000%
1/26/2026	Merit Financial Group LLC	23,458	$323K	0.0%	+6.1%	0.000%
1/23/2026	Choreo LLC	26,530	$369K	0.0%	+6.2%	0.000%
1/20/2026	Sovran Advisors LLC	100,486	$1.40M	0.1%	+23.2%	0.000%
1/15/2026	Allspring Global Investments Holdings LLC	145,602	$2.00M	0.0%	N/A	0.000%
1/13/2026	Dakota Wealth Management	11,980	$165K	0.0%	-9.7%	0.000%
1/12/2026	Stolper Co	65,584	$902K	0.3%	+1.3%	0.000%
1/12/2026	Daymark Wealth Partners LLC	37,536	$516K	0.0%	+2.5%	0.000%
1/12/2026	Focus Financial Network Inc.	26,355	$363K	0.0%	+13.5%	0.000%
1/7/2026	Sovereign Financial Group Inc.	13,812	$190K	0.0%	-5.4%	0.000%
1/5/2026	Park Avenue Securities LLC	12,519	$172K	0.0%	+7.6%	0.000%
11/17/2025	NewEdge Advisors LLC	21,099	$310K	0.0%	+82.2%	0.000%
11/17/2025	Susquehanna International Group LLP	70,367	$1.03M	0.0%	N/A	0.000%
11/17/2025	Mariner LLC	21,499	$316K	0.0%	+39.9%	0.000%
11/17/2025	Millennium Management LLC	50,000	$734K	0.0%	N/A	0.000%
11/17/2025	Bank of America Corp DE	724,116	$10.63M	0.0%	+7.9%	0.000%
11/14/2025	Raymond James Financial Inc.	2,465,902	$36.20M	0.0%	+5.1%	0.000%
11/14/2025	Two Sigma Investments LP	110,516	$1.62M	0.0%	+39.2%	0.000%
11/13/2025	Pathstone Holdings LLC	333,758	$4.90M	0.0%	-7.7%	0.000%
11/12/2025	Choreo LLC	24,979	$367K	0.0%	+30.9%	0.000%
11/6/2025	Advisors Asset Management Inc.	274,622	$4.03M	0.1%	-17.6%	0.000%
11/6/2025	Oppenheimer & Co. Inc.	123,418	$1.81M	0.0%	+144.8%	0.000%
11/5/2025	Flagship Harbor Advisors LLC	15,730	$231K	0.0%	N/A	0.000%
11/5/2025	Savant Capital LLC	10,573	$155K	0.0%	-11.0%	0.000%
11/4/2025	Penserra Capital Management LLC	433,767	$6.37M	0.1%	-67.2%	0.000%
10/31/2025	NWF Advisory Services Inc.	28,500	$418K	0.0%	+54.1%	0.000%
10/31/2025	Sovran Advisors LLC	81,593	$1.16M	0.1%	-1.5%	0.000%
10/24/2025	Opal Wealth Advisors LLC	32,471	$477K	0.1%	+74.1%	0.000%
10/23/2025	Park Avenue Securities LLC	11,635	$171K	0.0%	N/A	0.000%
10/22/2025	Blue Bell Private Wealth Management LLC	156,671	$2.30M	0.3%	+16.1%	0.000%
10/22/2025	Daymark Wealth Partners LLC	36,625	$538K	0.0%	+49.8%	0.000%
10/21/2025	Accredited Investor Services LLC	16,348	$240K	0.2%	+14.1%	0.000%
10/21/2025	Mather Group LLC.	5,000	$73K	0.0%	N/A	0.000%
10/20/2025	Merit Financial Group LLC	22,100	$324K	0.0%	+8.5%	0.000%
10/17/2025	Sovereign Financial Group Inc.	14,595	$214K	0.0%	-5.4%	0.000%
10/10/2025	Stolper Co	64,764	$951K	0.3%	N/A	0.000%
9/9/2025	NWF Advisory Services Inc.	18,500	$263K	0.0%	-11.9%	0.000%
9/4/2025	Osaic Holdings Inc.	28,680	$408K	0.0%	+21.1%	0.000%
8/18/2025	Geneos Wealth Management Inc.	11,759	$167K	0.0%	+473.6%	0.000%
8/15/2025	Bank of America Corp DE	671,168	$9.54M	0.0%	+28.9%	0.000%
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8/14/2025	Raymond James Financial Inc.	2,345,377	$33.33M	0.0%	+1.9%	0.000%
8/14/2025	Karpus Management Inc.	689,551	$9.80M	0.3%	-11.8%	0.000%
8/14/2025	Quantedge Capital Pte Ltd	12,131	$172K	0.2%	-71.1%	0.000%
8/14/2025	NewEdge Advisors LLC	11,577	$165K	0.0%	-23.9%	0.000%
8/14/2025	Dymon Asia Capital Singapore PTE. LTD.	10,414	$148K	0.0%	N/A	0.000%
8/13/2025	M Holdings Securities Inc.	20,687	$292K	0.1%	N/A	0.000%
8/13/2025	Choreo LLC	19,084	$271K	0.0%	+13.1%	0.000%
8/12/2025	Advisors Asset Management Inc.	333,086	$4.73M	0.1%	+2.4%	0.000%
8/12/2025	Steward Partners Investment Advisory LLC	140,301	$1.99M	0.0%	+82.0%	0.000%
8/8/2025	Rockefeller Capital Management L.P.	305,106	$4.34M	0.0%	+26.1%	0.000%

MEGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of NYLI CBRE Global Infrastructure Megatrends Term Fund. The most heavily invested institutionals were Morgan Stanley ($79.39M), Saba Capital Management L.P. ($60.16M), Raymond James Financial Inc. ($36.20M), Raymond James & Associates ($24.91M), Royal Bank of Canada ($12.77M), Bank of America Corp DE ($11.15M), and Sit Investment Associates Inc. ($10.00M).Learn more on NYLI CBRE Global Infrastructure Megatrends Term Fund's institutional investors.

Of the 78 institutional investors that purchased NYLI 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. ($4.49M), Absolute Investment Advisers LLC ($856.05K), Sit Investment Associates Inc. ($726.60K), Morgan Stanley ($584.12K), Wolverine Asset Management LLC ($454.97K), Penserra Capital Management LLC ($287.94K), and Almitas Capital LLC ($287.78K).

Institutional investors have bought a total of 3,889,222 shares in the last 24 months. This purchase volume represents approximately $54.70M in transactions.

Of the 21 institutional investors that sold NYLI 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: Saba Capital Management L.P. ($2.16M), Penserra Capital Management LLC ($888.82K), Royal Bank of Canada ($133.50K), Wells Fargo & Company MN ($78.21K), Advisors Asset Management Inc. ($68.82K), Thomas J. Herzfeld Advisors Inc. ($57.75K), and Pathstone Holdings LLC ($27.68K).

Institutional investors have sold a total of 3,503,350 shares in the last 24 months. This volume of shares sold represents approximately $50.67M in transactions.

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Institutional ownership data for NYSE:MEGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/19/2026. New 13F filings are added each quarter as they're published.

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

MEGI Institutional Buying and Selling by Quarter

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

MEGI Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for NYLI CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI)

MEGI Institutional Buying and Selling by Quarter

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

MEGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MEGI shares?

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

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

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

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

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