NYLI CBRE Global Infrastructure Megatrends Term Fund

MEGINYSE

$13.35-0.05 (-0.37%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

NYLI CBRE Global Infrastructure Megatrends Term Fund price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-9.9%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Morgan Stanley	Not reported	$100M	0.01%	Not reported
Saba Capital Management, L.P.	Not reported	$51.8M	1.33%	Not reported
Raymond James Financial Inc	Not reported	$39.5M	0.01%	Not reported
Atlas Wealth LLC	Not reported	$17.4M	2.48%	New Not reported
Royal Bank of Canada	Not reported	$13.1M	0.00%	Not reported
Bank of America Corp	Not reported	$12.2M	0.00%	Not reported
Wells Fargo & Company	Not reported	$11.2M	0.00%	Not reported
Karpus Management, Inc.	Not reported	$9.99M	0.29%	Not reported
Penserra Capital Management LLC	Not reported	$8.92M	0.07%	Not reported
Almitas Capital LLC	Not reported	$8.47M	2.03%	Not reported
Rockefeller Capital Management L.P.	Not reported	$5.87M	0.01%	Not reported
Steward Partners Investment Advisory, LLC	Not reported	$4.65M	0.02%	Not reported
City of London Investment Management Co Ltd	Not reported	$4.56M	0.27%	Add 163.67%
Fifth Third Bancorp	Not reported	$4.17M	0.01%	Not reported
Advisors Asset Management, Inc.	Not reported	$3.66M	0.06%	Not reported
Blue Bell Private Wealth Management, LLC	Not reported	$3.17M	0.40%	Not reported
Oppenheimer & Co Inc	Not reported	$3.06M	0.03%	Add 4.60%
Sovran Advisors, LLC	Not reported	$2.53M	0.19%	Add 16.38%
Cohen & Steers, Inc.	Not reported	$2.09M	0.00%	Not reported
Thomas J. Herzfeld Advisors, Inc.	Not reported	$1.97M	0.60%	Reduce 0.83%
Fca Corp	Not reported	$1.73M	0.43%	Add 14.85%
Closed-End Fund Advisors, Inc.	Not reported	$1.68M	1.64%	Reduce 3.13%
Evolve Private Wealth, LLC	Not reported	$1.28M	0.08%	Reduce 6.59%
Chapin Davis, Inc.	Not reported	$1.13M	0.20%	Add 5.46%
Stolper Co	Not reported	$1.04M	0.27%	Add 767.36%
Independent Financial Group, LLC	Not reported	$1.04M	0.02%	Add 0.90%
UBS Group AG	Not reported	$1.04M	0.00%	Not reported
Cambridge Investment Research Advisors, Inc.	Not reported	$998K	0.00%	Not reported
LPL Financial LLC	Not reported	$925K	0.00%	Not reported
Goldman Sachs Group Inc	Not reported	$913K	0.00%	Not reported
Bramshill Investments, LLC	Not reported	$816K	0.06%	Add 1.39%
Two Sigma Investments, LP	Not reported	$635K	0.00%	Not reported
Red Door Wealth Management, LLC	Not reported	$616K	0.06%	New Not reported
Osaic Holdings, Inc.	Not reported	$581K	0.00%	Not reported
Daymark Wealth Partners, LLC	Not reported	$580K	0.01%	Add 0.80%
Opal Wealth Advisors, LLC	Not reported	$494K	0.11%	Not reported
Stifel Financial Corp	Not reported	$454K	0.00%	Not reported
Focus Financial Network, Inc.	Not reported	$439K	0.01%	Add 9.31%
Commonwealth Equity Services, LLC	Not reported	$434K	0.00%	Not reported
XTX Topco Ltd	Not reported	$433K	0.01%	Not reported
NWF Advisory Services Inc.	Not reported	$418K	0.04%	Not reported
Choreo, LLC	Not reported	$413K	0.00%	Reduce 5.09%
Merit Financial Group, LLC	Not reported	$385K	0.00%	Not reported
Flagship Harbor Advisors, LLC	Not reported	$379K	0.01%	Not reported
Mariner, LLC	Not reported	$359K	0.00%	Not reported
Global Retirement Partners, LLC	Not reported	$334K	0.01%	Not reported
Savant Capital, LLC	Not reported	$316K	0.00%	Not reported
Cadent Capital Advisors, LLC	Not reported	$319K	0.07%	New Not reported
NewEdge Advisors, LLC	Not reported	$300K	0.00%	Not reported
Accredited Investor Services, LLC	Not reported	$297K	0.17%	Reduce 0.38%

50 of 74 holders

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