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

$13.72 +0.24 (+1.79%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$13.74 +0.02 (+0.17%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for NYLI CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$53.68M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$50.63M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2026Chapin Davis Inc.74,378$1.13M0.2%+5.5%0.000%
7/9/2026Focus Financial Network Inc.28,863$439K0.0%+9.3%0.000%
7/8/2026Chapin Davis Inc.74,378$1.13M0.2%+5.5%0.000%
6/3/2026NewEdge Advisors LLC19,609$288K0.0%-6.5%0.000%
5/19/2026NewEdge Advisors LLC19,609$288K0.0%-6.5%0.000%
5/19/2026Bank of America Corp DE759,148$11.15M0.0%+7.5%0.000%
5/18/2026Royal Bank of Canada869,024$12.77M0.0%-13.3%0.000%
5/16/2026Saba Capital Management L.P.4,095,456$60.16M1.7%-26.8%0.000%
5/14/2026FCA Corp TX99,337$1.46M0.4%+6.9%0.000%
5/12/2026Quantedge Capital Pte Ltd18,500$272K0.1%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC252,046$3.70M0.0%+73.1%0.000%
5/6/2026Independent Financial Group LLC39,245$577K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC2,500$37K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp274,603$4.03M0.0%N/A0.000%
5/1/2026Sovran Advisors LLC142,805$2.22M0.2%+42.1%0.000%
5/1/2026Corrado Advisors LLC156,485$2.30M1.2%-10.2%0.000%
4/30/2026Kestra Advisory Services LLC15,391$226K0.0%N/A0.000%
4/22/2026Absolute Investment Advisers LLC411,549$6.05M0.7%+24.3%0.000%
4/16/2026Tactive Advisors LLC13,567$199K0.1%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.341,768$4.70M0.0%+0.7%0.000%
3/3/2026NWF Advisory Services Inc.27,500$378K0.0%-3.5%0.000%
2/25/2026Sit Investment Associates Inc.726,603$10.00M0.2%N/A0.000%
2/18/2026Saba Capital Management L.P.5,593,758$76.97M2.3%-10.6%0.000%
2/18/2026Evolve Private Wealth LLC90,284$1.24M0.1%N/A0.000%
2/17/2026Almitas Capital LLC61,653$848K0.2%N/A0.000%
2/17/2026Cetera Investment Advisers10,031$138K0.0%-38.0%0.000%
2/17/2026Osaic Holdings Inc.36,301$500K0.0%-6.8%0.000%
2/17/2026&PARTNERS11,385$157K0.0%N/A0.000%
2/17/2026Royal Bank of Canada1,002,528$13.80M0.0%+11.4%0.000%
2/16/2026Landscape Capital Management L.L.C.18,319$252K0.0%N/A0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.113,493$1.56M0.5%-33.7%0.000%
2/13/2026Stifel Financial Corp31,281$430K0.0%-12.8%0.000%
2/13/2026Quarry LP95,739$1.32M0.2%N/A0.000%
2/13/2026Morgan Stanley5,769,365$79.39M0.0%+11.3%0.000%
2/13/2026Wells Fargo & Company MN664,977$9.15M0.0%-10.5%0.000%
2/12/2026Advisors Asset Management Inc.264,266$3.64M0.1%-3.8%0.000%
2/12/2026Jane Street Group LLC19,471$268K0.0%-46.3%0.000%
2/12/2026Commonwealth Equity Services LLC64,874$893K0.0%+4.6%0.000%
2/12/2026Steward Partners Investment Advisory LLC166,104$2.29M0.0%-2.7%0.000%
2/11/2026FCA Corp TX92,893$1.28M0.4%-16.8%0.000%
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2/11/2026Cerity Partners LLC26,500$365K0.0%-4.0%0.000%
2/11/2026LPL Financial LLC53,698$739K0.0%+63.5%0.000%
2/11/2026Closed End Fund Advisors Inc.80,944$1.11M0.7%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC162,520$2.24M0.3%+3.7%0.000%
2/9/2026Accredited Investor Services LLC18,376$253K0.2%+12.4%0.000%
2/6/2026Global Retirement Partners LLC17,350$239K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC258,337$3.56M0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.147,275$2.03M0.0%+19.3%0.000%
1/30/2026Chapin Davis Inc.42,650$587K0.1%+6.2%0.000%
1/28/2026Absolute Investment Advisers LLC331,188$4.51M0.5%N/A0.000%
1/26/2026Shaker Financial Services LLC31,319$431K0.1%N/A0.000%
1/26/2026Merit Financial Group LLC23,458$323K0.0%+6.1%0.000%
1/23/2026Choreo LLC26,530$369K0.0%+6.2%0.000%
1/20/2026Sovran Advisors LLC100,486$1.40M0.1%+23.2%0.000%
1/15/2026Allspring Global Investments Holdings LLC145,602$2.00M0.0%N/A0.000%
1/13/2026Dakota Wealth Management11,980$165K0.0%-9.7%0.000%
1/12/2026Stolper Co65,584$902K0.3%+1.3%0.000%
1/12/2026Daymark Wealth Partners LLC37,536$516K0.0%+2.5%0.000%
1/12/2026Focus Financial Network Inc.26,355$363K0.0%+13.5%0.000%
1/7/2026Sovereign Financial Group Inc.13,812$190K0.0%-5.4%0.000%
1/5/2026Park Avenue Securities LLC12,519$172K0.0%+7.6%0.000%
11/17/2025NewEdge Advisors LLC21,099$310K0.0%+82.2%0.000%
11/17/2025Susquehanna International Group LLP70,367$1.03M0.0%N/A0.000%
11/17/2025Mariner LLC21,499$316K0.0%+39.9%0.000%
11/17/2025Millennium Management LLC50,000$734K0.0%N/A0.000%
11/17/2025Bank of America Corp DE724,116$10.63M0.0%+7.9%0.000%
11/14/2025Raymond James Financial Inc.2,465,902$36.20M0.0%+5.1%0.000%
11/14/2025Two Sigma Investments LP110,516$1.62M0.0%+39.2%0.000%
11/13/2025Pathstone Holdings LLC333,758$4.90M0.0%-7.7%0.000%
11/12/2025Choreo LLC24,979$367K0.0%+30.9%0.000%
11/6/2025Advisors Asset Management Inc.274,622$4.03M0.1%-17.6%0.000%
11/6/2025Oppenheimer & Co. Inc.123,418$1.81M0.0%+144.8%0.000%
11/5/2025Flagship Harbor Advisors LLC15,730$231K0.0%N/A0.000%
11/5/2025Savant Capital LLC10,573$155K0.0%-11.0%0.000%
11/4/2025Penserra Capital Management LLC433,767$6.37M0.1%-67.2%0.000%
10/31/2025NWF Advisory Services Inc.28,500$418K0.0%+54.1%0.000%
10/31/2025Sovran Advisors LLC81,593$1.16M0.1%-1.5%0.000%
10/24/2025Opal Wealth Advisors LLC32,471$477K0.1%+74.1%0.000%
10/23/2025Park Avenue Securities LLC11,635$171K0.0%N/A0.000%
10/22/2025Blue Bell Private Wealth Management LLC156,671$2.30M0.3%+16.1%0.000%
10/22/2025Daymark Wealth Partners LLC36,625$538K0.0%+49.8%0.000%
10/21/2025Accredited Investor Services LLC16,348$240K0.2%+14.1%0.000%
10/21/2025Mather Group LLC.5,000$73K0.0%N/A0.000%
10/20/2025Merit Financial Group LLC22,100$324K0.0%+8.5%0.000%
10/17/2025Sovereign Financial Group Inc.14,595$214K0.0%-5.4%0.000%
10/10/2025Stolper Co64,764$951K0.3%N/A0.000%
9/9/2025NWF Advisory Services Inc.18,500$263K0.0%-11.9%0.000%
9/4/2025Osaic Holdings Inc.28,680$408K0.0%+21.1%0.000%
8/18/2025Geneos Wealth Management Inc.11,759$167K0.0%+473.6%0.000%
8/15/2025Bank of America Corp DE671,168$9.54M0.0%+28.9%0.000%
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8/14/2025Raymond James Financial Inc.2,345,377$33.33M0.0%+1.9%0.000%
8/14/2025Karpus Management Inc.689,551$9.80M0.3%-11.8%0.000%
8/14/2025Quantedge Capital Pte Ltd12,131$172K0.2%-71.1%0.000%
8/14/2025NewEdge Advisors LLC11,577$165K0.0%-23.9%0.000%
8/14/2025Dymon Asia Capital Singapore PTE. LTD.10,414$148K0.0%N/A0.000%
8/13/2025M Holdings Securities Inc.20,687$292K0.1%N/A0.000%
8/13/2025Choreo LLC19,084$271K0.0%+13.1%0.000%
8/12/2025Advisors Asset Management Inc.333,086$4.73M0.1%+2.4%0.000%
8/12/2025Steward Partners Investment Advisory LLC140,301$1.99M0.0%+82.0%0.000%
8/8/2025Rockefeller Capital Management L.P.305,106$4.34M0.0%+26.1%0.000%


MEGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 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 77 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 3,819,453 shares in the last 24 months. This purchase volume represents approximately $53.68M 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 3,500,850 shares in the last 24 months. This volume of shares sold represents approximately $50.63M in transactions.


Related Companies

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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