Main Stay Cbre Global Infrastructure Megatrends Fund MEGI

Institutional shares held 23.4 Million

0 calls

0 puts

Total value of holdings $333M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 77

We take great care to ensure that the data presented and summarized in this overview for MainStay CBRE Global Infrastructure Megatrends Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in MEGI

Shares Bought

Shares Sold

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Top Institutions Holding MEGI

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Latest Institutional Activity in MEGI

Top Purchases

Q2 2025

Morgan Stanley Shares Held: 4.83M ($68.8M)

375K Shares purchased

8.41% Added

Q2 2025

Bank Of America Corp Shares Held: 671K ($9.56M)

150K Shares purchased

28.86% Added

Q2 2025

Sovran Advisors, LLC Shares Held: 82.8K ($1.18M)

82.8K Shares purchased

New Holding

Q2 2025

Two Sigma Investments, LP Shares Held: 79.4K ($1.13M)

79.4K Shares purchased

New Holding

Q2 2025

Steward Partners Investment Advisory, LLC Shares Held: 140K ($2M)

63.2K Shares purchased

82.03% Added

View All Buyers

Top Sells

Q2 2025

Almitas Capital LLC Shares Held: 39.6K ($564K)

187K Shares sold

82.48% Reduced

Q2 2025

Karpus Management, Inc. Shares Held: 690K ($9.82M)

92.5K Shares sold

11.82% Reduced

Q2 2025

Stifel Financial Corp Shares Held: 47.6K ($677K)

46.6K Shares sold

49.51% Reduced

Q2 2025

City Of London Investment Management CO LTD Shares Held: 33.2K ($472K)

41.4K Shares sold

55.55% Reduced

Q2 2025

Royal Bank Of Canada Shares Held: 859K ($12.2M)

38.8K Shares sold

4.32% Reduced

View All Sellers

About MEGI

Insider Transactions at MEGI

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Aug 01 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	250 +0.89%	$3,500 $14.36 P/Share
Jul 11 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	250 +0.89%	$3,500 $14.1 P/Share
Jun 26 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	235 +0.85%	$3,290 $14.0 P/Share
May 23 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	535 +1.92%	$6,955 $13.7 P/Share
May 16 2025	Richard S Trutanic Director	SELL Open market or private sale	Direct	725 -30.28%	$10,150 $14.02 P/Share
Apr 30 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	7,651 +0.12%	$99,463 $13.21 P/Share
Apr 28 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	450 +1.66%	$5,850 $13.08 P/Share
Apr 07 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	440 +1.65%	$4,840 $11.9 P/Share
Apr 04 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	17,300 +0.28%	$207,600 $12.46 P/Share
Mar 11 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	65,752 +1.04%	$789,024 $12.69 P/Share
Mar 10 2025	Jeremy Anagnos	BUY Open market or private purchase	Direct	640 +2.42%	$7,680 $12.52 P/Share
Mar 10 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	379,538 +5.8%	$4,554,456 $12.48 P/Share
Mar 06 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	4,999 +0.09%	$59,988 $12.49 P/Share
Jan 02 2025	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	8,916 +0.15%	$106,992 $12.38 P/Share
Dec 31 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	45,553 +0.78%	$546,636 $12.16 P/Share
Dec 11 2024	Jeremy Anagnos	BUY Open market or private purchase	Direct	200 +0.79%	$2,600 $13.28 P/Share
Sep 27 2024	Jeremy Anagnos	BUY Open market or private purchase	Direct	200 +0.79%	$2,800 $14.7 P/Share
Aug 13 2024	Jeremy Anagnos	BUY Open market or private purchase	Direct	500 +1.98%	$6,500 $13.38 P/Share
Jun 21 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	537 +0.01%	$6,444 $12.47 P/Share
Jun 20 2024	Saba Capital Management, L.P. > 10% Shareholder	BUY Open market or private purchase	Indirect	18,430 +0.32%	$221,160 $12.43 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

533K Shares

From 2 Insiders

Open market or private purchase	533K shares

Sell / Disposition

725 Shares

From 1 Insiders

Open market or private sale	725 shares

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Main Stay Cbre Global Infrastructure Megatrends Fund MEGI

Quarterly Institutional Activity in MEGI

Top Institutions Holding MEGI

Latest Institutional Activity in MEGI

Top Purchases

Top Sells

About MEGI

Insider Transactions at MEGI

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on MEGI

Institutional Portfolio Updates

Insider Trading

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