Latest Institutional Transactions on Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI)
This table provides information on the latest institutional transactions involving Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
28.2K+ 244.78% |
$329K - $402K
|
39.7K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18.7KNew |
$218K - $266K
|
18.7K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
82.8KNew |
$969K - $1.18M
|
82.8K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.13K+ 9.93% |
$24.9K - $30.4K
|
23.6K
$337K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05KNew |
$24.9K - $27.3K
|
2.05K
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
337+ 16.25% |
$4.09K - $4.49K
|
2.41K
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2KNew |
$185K - $203K
|
15.2K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.9K- 4.11% |
$181K - $198K
|
347K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-22K- 12.99% |
$267K - $293K
|
147K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
83+ 0.12% |
$1.01K - $1.1K
|
70.3K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-8.3K- 16.49% |
$101K - $110K
|
42K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.86K+ 1.93% |
$120K - $131K
|
521K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
638K+ 16.71% |
$7.75M - $8.49M
|
4.46M
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3K+ 1.27% |
$137K - $150K
|
898K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
65.2K+ 40.54% |
$792K - $868K
|
226K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62.2K+ 23.63% |
$755K - $827K
|
325K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
459K+ 7.95% |
$5.57M - $6.11M
|
6.24M
$89.1M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-78.5K- 45.79% |
$953K - $1.04M
|
92.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 16.07% |
$26.9K - $29.4K
|
16K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 5.8% |
$161K - $177K
|
242K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-384- 0.14% |
$4.66K - $5.11K
|
274K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-52.2K- 72.63% |
$634K - $695K
|
19.7K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-19.3K- 2.41% |
$234K - $257K
|
782K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$31.8K - $34.9K
|
2.62K
$37.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14KNew |
$170K - $186K
|
14K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.77K- 1.67% |
$21.4K - $23.5K
|
104K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
531New |
$6.45K - $7.07K
|
531
$7.59K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.78K+ 8.1% |
$70.1K - $76.9K
|
77.1K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
278K+ 13.74% |
$3.37M - $3.7M
|
2.3M
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-54.5K- 77.06% |
$661K - $725K
|
16.2K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.9K- 12.83% |
$168K - $185K
|
94.2K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.4K- 6.53% |
$685K - $751K
|
808K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
43.6K+ 28.51% |
$530K - $581K
|
197K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.6K- 63.24% |
$518K - $568K
|
24.8K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.13K+ 10.64% |
$74.4K - $81.6K
|
63.7K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-75- 24.19% |
$911 - $998
|
235
$3.36K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 4.54% |
$14.6K - $16K
|
27.6K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.5KNew |
$358K - $393K
|
29.5K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
964+ 6.06% |
$11.7K - $12.8K
|
16.9K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 0.87% |
$14.5K - $15.9K
|
139K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.68K- 19.69% |
$44.7K - $49K
|
15K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.8KNew |
$156K - $171K
|
12.8K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
415+ 1.79% |
$5.04K - $5.52K
|
23.6K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6K+ 2.21% |
$43.7K - $47.9K
|
166K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 4.15% |
$13.3K - $14.6K
|
27.6K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-210K- 47.2% |
$2.55M - $2.79M
|
235K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.13K+ 0.4% |
$62.3K - $68.3K
|
1.28M
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 2.47% |
$12.1K - $13.3K
|
39.5K
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222+ 0.94% |
$2.7K - $2.95K
|
23.9K
$342K
|
|