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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 4.76% |
$12.1 - $13.3
|
22
$314
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.05% |
$121 - $133
|
20.4K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 12.3% |
$21.2K - $23.3K
|
12.5K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.24% |
$449 - $492
|
15.4K
$220K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-647- 2.73% |
$7.83K - $9.67K
|
23K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15KNew |
$182K - $224K
|
15K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$182K - $224K
|
15K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.9K+ 13.55% |
$108K - $133K
|
74.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
69.9KNew |
$846K - $1.05M
|
69.9K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.8KNew |
$941K - $1.16M
|
77.8K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.06K+ 8.31% |
$85.4K - $106K
|
92K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.1KNew |
$256K - $316K
|
21.1K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
14.1KNew |
$171K - $211K
|
14.1K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.7KNew |
$360K - $445K
|
29.7K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$24.2K - $29.9K
|
2K
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$121K - $150K
|
10K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11.1KNew |
$135K - $167K
|
11.1K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-766- 0.87% |
$9.27K - $11.5K
|
87.4K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.1K- 50.37% |
$146K - $180K
|
11.9K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
747New |
$9.04K - $11.2K
|
747
$10.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.6K- 54.36% |
$185K - $218K
|
12.3K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 16.89% |
$85.5K - $101K
|
46.7K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-104K- 86.81% |
$1.32M - $1.55M
|
15.8K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 6.62% |
$235K - $277K
|
299K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 7.41% |
$1.46M - $1.72M
|
1.67M
$23.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
431New |
$5.46K - $6.43K
|
431
$6.16K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 73.58% |
$442 - $525
|
14
$200
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$2.79M - $3.31M
|
246K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.75KNew |
$42.5K - $50.5K
|
3.75K
$53.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25KNew |
$14.2K - $16.8K
|
1.25K
$17.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-291- 2.51% |
$3.3K - $3.92K
|
11.3K
$161K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
22.7KNew |
$257K - $305K
|
22.7K
$324K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
12.7KNew |
$154K - $173K
|
12.7K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8.7KNew |
$106K - $118K
|
8.7K
$124K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800New |
$9.7K - $10.9K
|
800
$11.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.7KNew |
$32.8K - $36.8K
|
2.7K
$38.6K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
708New |
$8.59K - $9.64K
|
708
$10.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.07K - $6.81K
|
500
$7.15K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-55K- 40.74% |
$589K - $726K
|
80K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$171K - $211K
|
16K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.5KNew |
$187K - $231K
|
17.5K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.7KNew |
$190K - $234K
|
17.7K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 128.43% |
$278K - $343K
|
46.2K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-213K- 68.01% |
$2.28M - $2.82M
|
100K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
28.6KNew |
$306K - $378K
|
28.6K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-30.7K- 28.43% |
$328K - $405K
|
77.3K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16KNew |
$171K - $211K
|
16K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$399K - $493K
|
37.3K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26K- 71.58% |
$279K - $344K
|
10.3K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
421New |
$4.5K - $5.56K
|
421
$6.02K
|
|