Institutional Ownership Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI)
This table provides information about the institutional ownership of Main Stay Cbre Global Infrastructure Megatrends Fund (MEGI). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,370
shares
|
$220,559
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,312
shares
|
$219,727
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,000
shares
|
$215,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$215,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
14,334
shares
|
$205,692
0.15% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
14,304
shares
|
$205,262
0.07% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,475
shares
|
$179,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
12,131
shares
|
$174,079
0.16% of portfolio
|
Q2 2025
Reduced 71.14%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
11,875
shares
|
$170,406
0.0% of portfolio
|
Q4 2024
Reduced 50.37%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
11,759
shares
|
$168,741
0.0% of portfolio
|
Q2 2025
Added 473.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,577
shares
|
$166,129
0.0% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
10,953
shares
|
$157,175
0.08% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
10,414
shares
|
$149,440
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,352
shares
|
$148,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,000
shares
|
$114,800
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,690
shares
|
$81,651
0.0% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,700
shares
|
$38,745
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
2,072
shares
|
$29,733
0.02% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$14,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
431
shares
|
$6,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$3,587
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
235
shares
|
$3,372
0.0% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$1,291
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
75
shares
|
$1,076
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$315
0.0% of portfolio
|
Q1 2025
Added 4.76%
|