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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
43.6K+ 28.51% |
$530K - $581K
|
197K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.5KNew |
$358K - $393K
|
29.5K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$31.8K - $34.9K
|
2.62K
$36.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 4.15% |
$13.3K - $14.6K
|
27.6K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
531New |
$6.45K - $7.07K
|
531
$7.47K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
69.9KNew |
$846K - $1.05M
|
69.9K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.7KNew |
$360K - $445K
|
29.7K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.1KNew |
$256K - $316K
|
21.1K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$182K - $224K
|
15K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15KNew |
$182K - $224K
|
15K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
14.1KNew |
$171K - $211K
|
14.1K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$121K - $150K
|
10K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.06K+ 8.31% |
$85.4K - $106K
|
92K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$24.2K - $29.9K
|
2K
$28.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
747New |
$9.04K - $11.2K
|
747
$10.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 7.41% |
$1.46M - $1.72M
|
1.67M
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 6.62% |
$235K - $277K
|
299K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 16.89% |
$85.5K - $101K
|
46.7K
$657K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
431New |
$5.46K - $6.43K
|
431
$6.06K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$2.79M - $3.31M
|
246K
$3.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
22.7KNew |
$257K - $305K
|
22.7K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.75KNew |
$42.5K - $50.5K
|
3.75K
$52.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25KNew |
$14.2K - $16.8K
|
1.25K
$17.6K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
12.7KNew |
$154K - $173K
|
12.7K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8.7KNew |
$106K - $118K
|
8.7K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.7KNew |
$32.8K - $36.8K
|
2.7K
$38K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800New |
$9.7K - $10.9K
|
800
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
708New |
$8.59K - $9.64K
|
708
$9.95K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.07K - $6.81K
|
500
$7.03K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37.3KNew |
$399K - $493K
|
37.3K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
28.6KNew |
$306K - $378K
|
28.6K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 128.43% |
$278K - $343K
|
46.2K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.7KNew |
$190K - $234K
|
17.7K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17.5KNew |
$187K - $231K
|
17.5K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
16KNew |
$171K - $211K
|
16K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.6KNew |
$124K - $153K
|
11.6K
$163K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$112K - $139K
|
10.5K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
421New |
$4.5K - $5.56K
|
421
$5.92K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 3.2% |
$171 - $211
|
516
$7.25K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
142KNew |
$1.67M - $2.02M
|
142K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
73K+ 151.58% |
$860K - $1.04M
|
121K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
59.6KNew |
$702K - $849K
|
59.6K
$838K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
28KNew |
$330K - $398K
|
28K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25KNew |
$295K - $356K
|
25K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8KNew |
$127K - $153K
|
10.8K
$151K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.19KNew |
$16.1K - $17.7K
|
1.19K
$16.7K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.5K+ 56.19% |
$60.3K - $69.4K
|
12.5K
$176K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.09KNew |
$41.4K - $47.6K
|
3.09K
$43.4K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
946New |
$12.7K - $14.6K
|
946
$13.3K
|
|