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 79 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
15,730
shares
|
$221,163
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$210,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$210,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
14,595
shares
|
$205,205
0.04% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
13,265
shares
|
$186,505
0.0% of portfolio
|
Q3 2025
Reduced 25.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
12,511
shares
|
$175,904
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,475
shares
|
$175,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,354
shares
|
$173,697
0.0% of portfolio
|
Q3 2025
Reduced 29.61%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
11,635
shares
|
$163,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
11,613
shares
|
$163,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
10,924
shares
|
$153,591
0.07% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,573
shares
|
$148,656
0.0% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
10,414
shares
|
$146,420
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,000
shares
|
$112,480
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,690
shares
|
$80,001
0.0% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,000
shares
|
$70,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,700
shares
|
$37,962
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
2,530
shares
|
$35,571
0.03% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,600
shares
|
$22,496
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$14,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
431
shares
|
$6,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
350
shares
|
$4,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
330
shares
|
$4,639
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$3,515
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
235
shares
|
$3,304
0.0% of portfolio
|
Q1 2025
Reduced 24.19%
|
|