Latest Institutional Purchases of Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI)
This list provides information on the latest institutional transactions involving Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
82.8KNew |
$969K - $1.18M
|
82.8K
$1.18M
|
|
|
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
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.13K+ 9.93% |
$24.9K - $30.4K
|
23.6K
$337K
|
|
| Q1 2025 | |||||||
|
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
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
459K+ 7.95% |
$5.57M - $6.11M
|
6.24M
$89.1M
|
|
|
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 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 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
43.6K+ 28.51% |
$530K - $581K
|
197K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.5KNew |
$358K - $393K
|
29.5K
$422K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2KNew |
$185K - $203K
|
15.2K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14KNew |
$170K - $186K
|
14K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 5.8% |
$161K - $177K
|
242K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
12.8KNew |
$156K - $171K
|
12.8K
$183K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.86K+ 1.93% |
$120K - $131K
|
521K
$7.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.13K+ 10.64% |
$74.4K - $81.6K
|
63.7K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.78K+ 8.1% |
$70.1K - $76.9K
|
77.1K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.13K+ 0.4% |
$62.3K - $68.3K
|
1.28M
$18.3M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6K+ 2.21% |
$43.7K - $47.9K
|
166K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$31.8K - $34.9K
|
2.62K
$37.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 16.07% |
$26.9K - $29.4K
|
16K
$228K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.05KNew |
$24.9K - $27.3K
|
2.05K
$29.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 4.54% |
$14.6K - $16K
|
27.6K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 0.87% |
$14.5K - $15.9K
|
139K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 4.15% |
$13.3K - $14.6K
|
27.6K
$394K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
964+ 6.06% |
$11.7K - $12.8K
|
16.9K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
531New |
$6.45K - $7.07K
|
531
$7.59K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
415+ 1.79% |
$5.04K - $5.52K
|
23.6K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
337+ 16.25% |
$4.09K - $4.49K
|
2.41K
$34.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222+ 0.94% |
$2.7K - $2.95K
|
23.9K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
83+ 0.12% |
$1.01K - $1.1K
|
70.3K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.24% |
$449 - $492
|
15.4K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.05% |
$121 - $133
|
20.4K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 4.76% |
$12.1 - $13.3
|
22
$314
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.8KNew |
$941K - $1.16M
|
77.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
69.9KNew |
$846K - $1.05M
|
69.9K
$999K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.7KNew |
$360K - $445K
|
29.7K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.1KNew |
$256K - $316K
|
21.1K
$302K
|
|
|
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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
14.1KNew |
$171K - $211K
|
14.1K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11.1KNew |
$135K - $167K
|
11.1K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$121K - $150K
|
10K
$143K
|
|
|
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 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.06K+ 8.31% |
$85.4K - $106K
|
92K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$24.2K - $29.9K
|
2K
$28.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
747New |
$9.04K - $11.2K
|
747
$10.7K
|
|