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 64 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$33,723
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,455
shares
|
$18,172
0.0% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,250
shares
|
$15,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,038
shares
|
$12,964
0.0% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
747
shares
|
$9,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
431
shares
|
$5,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
421
shares
|
$5,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
350
shares
|
$4,371
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
310
shares
|
$3,871
0.0% of portfolio
|
Q3 2024
Reduced 98.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$1,124
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
75
shares
|
$936
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21
shares
|
$262
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
14
shares
|
$174
0.0% of portfolio
|
Q2 2024
Reduced 73.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|