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

$15.12 -0.09 (-0.59%)
As of 08/10/2026 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$59.03M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$52.45M
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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
7/9/2026 Focus Financial Network Inc.28,863$439K0.0%+9.3%0.000%
7/8/2026 Chapin 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%
5/12/2026 Quantedge Capital Pte Ltd18,500$272K0.1%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC252,046$3.70M0.0%+73.1%0.000%
5/6/2026 Independent Financial Group LLC39,245$577K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC2,500$37K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp274,603$4.03M0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC142,805$2.22M0.2%+42.1%0.000%
5/1/2026 Corrado Advisors LLC156,485$2.30M1.2%-10.2%0.000%
4/30/2026 Kestra Advisory Services LLC15,391$226K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC411,549$6.05M0.7%+24.3%0.000%
4/16/2026 Tactive Advisors LLC13,567$199K0.1%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.341,768$4.70M0.0%+0.7%0.000%
3/3/2026 NWF 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%
2/12/2026 Commonwealth 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%
2/11/2026Cerity Partners LLC26,500$365K0.0%-4.0%0.000%
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2/11/2026 LPL Financial LLC53,698$739K0.0%+63.5%0.000%
2/11/2026 Closed End Fund Advisors Inc.80,944$1.11M0.7%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC162,520$2.24M0.3%+3.7%0.000%
2/9/2026 Accredited Investor Services LLC18,376$253K0.2%+12.4%0.000%
2/6/2026 Global Retirement Partners LLC17,350$239K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC258,337$3.56M0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.147,275$2.03M0.0%+19.3%0.000%
1/30/2026 Chapin Davis Inc.42,650$587K0.1%+6.2%0.000%
1/28/2026 Absolute Investment Advisers LLC331,188$4.51M0.5%N/A0.000%
1/26/2026 Shaker Financial Services LLC31,319$431K0.1%N/A0.000%
1/26/2026 Merit Financial Group LLC23,458$323K0.0%+6.1%0.000%
1/23/2026 Choreo LLC26,530$369K0.0%+6.2%0.000%
1/20/2026 Sovran Advisors LLC100,486$1.40M0.1%+23.2%0.000%
1/15/2026Allspring Global Investments Holdings LLC145,602$2.00M0.0%N/A0.000%
1/13/2026 Dakota Wealth Management11,980$165K0.0%-9.7%0.000%
1/12/2026 Stolper Co65,584$902K0.3%+1.3%0.000%
1/12/2026 Daymark Wealth Partners LLC37,536$516K0.0%+2.5%0.000%
1/12/2026 Focus Financial Network Inc.26,355$363K0.0%+13.5%0.000%
1/7/2026 Sovereign Financial Group Inc.13,812$190K0.0%-5.4%0.000%
1/5/2026 Park 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%
11/12/2025 Choreo LLC24,979$367K0.0%+30.9%0.000%
11/6/2025Advisors Asset Management Inc.274,622$4.03M0.1%-17.6%0.000%
11/6/2025 Oppenheimer & Co. Inc.123,418$1.81M0.0%+144.8%0.000%
11/5/2025 Flagship 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%
10/31/2025 NWF Advisory Services Inc.28,500$418K0.0%+54.1%0.000%
10/31/2025 Sovran Advisors LLC81,593$1.16M0.1%-1.5%0.000%
10/24/2025 Opal Wealth Advisors LLC32,471$477K0.1%+74.1%0.000%
10/23/2025 Park Avenue Securities LLC11,635$171K0.0%N/A0.000%
10/22/2025 Blue Bell Private Wealth Management LLC156,671$2.30M0.3%+16.1%0.000%
10/22/2025 Daymark Wealth Partners LLC36,625$538K0.0%+49.8%0.000%
10/21/2025 Accredited Investor Services LLC16,348$240K0.2%+14.1%0.000%
10/21/2025 Mather Group LLC.5,000$73K0.0%N/A0.000%
10/20/2025 Merit Financial Group LLC22,100$324K0.0%+8.5%0.000%
10/17/2025 Sovereign Financial Group Inc.14,595$214K0.0%-5.4%0.000%
10/10/2025 Stolper Co64,764$951K0.3%N/A0.000%
9/9/2025 NWF Advisory Services Inc.18,500$263K0.0%-11.9%0.000%
9/4/2025Osaic Holdings Inc.28,680$408K0.0%+21.1%0.000%
8/18/2025 Geneos 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%
8/14/2025Raymond James Financial Inc.2,345,377$33.33M0.0%+1.9%0.000%
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8/14/2025Karpus 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%
8/14/2025NewEdge 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%
8/13/2025M Holdings Securities Inc.20,687$292K0.1%N/A0.000%
8/13/2025 Choreo 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%
8/8/2025 City of London Investment Management Co. Ltd.33,152$471K0.0%-55.5%0.000%


MEGI Institutional Ownership - Frequently Asked Questions

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 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 MainStay CBRE Global Infrastructure Megatrends Term Fund's institutional investors.

Of the 78 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. ($4.49M), 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 4,194,221 shares in the last 24 months. This purchase volume represents approximately $59.03M in transactions.

Of the 23 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: Saba Capital Management L.P. ($2.16M), Penserra Capital Management LLC ($888.82K), Royal Bank of Canada ($133.50K), Karpus Management Inc. ($92.46K), Wells Fargo & Company MN ($78.21K), Advisors Asset Management Inc. ($68.82K), and Thomas J. Herzfeld Advisors Inc. ($57.75K).

Institutional investors have sold a total of 3,629,347 shares in the last 24 months. This volume of shares sold represents approximately $52.45M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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