Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
445KNew |
$5.38M - $6.65M
|
445K
$5.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
115K+ 298.66% |
$1.39M - $1.71M
|
153K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.82K+ 45.7% |
$58.3K - $72.1K
|
15.4K
$192K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.1K+ 7.45% |
$13.3K - $16.5K
|
15.9K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
747New |
$9.04K - $11.2K
|
747
$9.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
587+ 2.81% |
$7.1K - $8.78K
|
21.5K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
388+ 2.12% |
$4.69K - $5.8K
|
18.7K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
357+ 1.79% |
$4.32K - $5.34K
|
20.4K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 7.86% |
$1.28K - $1.58K
|
1.46K
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 5.0% |
$12.1 - $15
|
21
$262
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-50- 0.21% |
$605 - $748
|
23.2K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-766- 0.87% |
$9.27K - $11.5K
|
87.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4K- 21.95% |
$48.4K - $59.8K
|
14.2K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.1K- 50.37% |
$146K - $180K
|
11.9K
$148K
|