Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of MainStay CBRE Global Infrastructure Megatrends Fund.
| 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
|