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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.55K+ 6.21% |
$21.6K - $23.3K
|
26.5K
$373K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.6K+ 35.59% |
$77.9K - $84K
|
21.3K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 23.16% |
$263K - $283K
|
100K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
146KNew |
$2.03M - $2.18M
|
146K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 9.69% |
$17.9K - $19.3K
|
12K
$168K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
911+ 2.49% |
$12.7K - $13.7K
|
37.5K
$528K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.14K+ 13.53% |
$43.7K - $47.1K
|
26.4K
$371K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
820+ 1.27% |
$11.4K - $12.3K
|
65.6K
$922K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-783- 5.36% |
$10.9K - $11.7K
|
13.8K
$194K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
884+ 7.6% |
$12.3K - $13.3K
|
12.5K
$176K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
350New |
$4.9K - $5.14K
|
350
$4.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.62K- 2.31% |
$22.7K - $23.8K
|
68.7K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-10K- 6.78% |
$140K - $147K
|
137K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
7.52K+ 7.21% |
$105K - $110K
|
112K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.4K+ 11.27% |
$482K - $505K
|
340K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.1K+ 39.19% |
$436K - $457K
|
111K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
70.4KNew |
$985K - $1.03M
|
70.4K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.9K+ 7.89% |
$741K - $777K
|
724K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 7.34% |
$4.96M - $5.2M
|
5.19M
$72.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.5KNew |
$175K - $184K
|
12.5K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 35.81% |
$144K - $151K
|
39K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.52K+ 82.25% |
$133K - $140K
|
21.1K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 5.14% |
$1.69M - $1.77M
|
2.47M
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
330New |
$4.62K - $4.84K
|
330
$4.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
50KNew |
$700K - $734K
|
50K
$703K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.13K+ 39.88% |
$85.8K - $90K
|
21.5K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-58.7K- 8.51% |
$822K - $861K
|
631K
$8.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.6KNew |
$163K - $170K
|
11.6K
$163K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 56.39% |
$81.7K - $85.7K
|
16.2K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.3KNew |
$508K - $532K
|
36.3K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
190+ 0.07% |
$2.66K - $2.79K
|
275K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.2K- 29.61% |
$72.8K - $76.3K
|
12.4K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.5K- 6.72% |
$749K - $786K
|
743K
$10.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-27.7K- 7.66% |
$387K - $406K
|
334K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
157K+ 1097.16% |
$2.2M - $2.3M
|
171K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.3K+ 21.62% |
$425K - $445K
|
171K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.88K+ 17.45% |
$68.3K - $71.7K
|
32.9K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
208+ 0.86% |
$2.91K - $3.05K
|
24.3K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.7K- 24.57% |
$164K - $172K
|
35.9K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-58.5K- 17.55% |
$818K - $858K
|
275K
$3.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
73K+ 144.81% |
$1.02M - $1.07M
|
123K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.3K- 10.96% |
$18.2K - $19.1K
|
10.6K
$149K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-889K- 67.2% |
$12.4M - $13M
|
434K
$6.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
480+ 0.28% |
$6.72K - $7.05K
|
174K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
10K+ 54.05% |
$140K - $147K
|
28.5K
$401K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-29- 0.26% |
$406 - $426
|
10.9K
$154K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
458+ 22.1% |
$6.41K - $6.72K
|
2.53K
$35.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13.8K+ 74.11% |
$193K - $203K
|
32.5K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 2.21% |
$19.6K - $20.6K
|
62K
$872K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.7K+ 16.05% |
$303K - $318K
|
157K
$2.2M
|
|