NYLI CBRE Global Infrastructure Megatrends Term Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 5.77 M | $79.39 M | 11.27% | 11.09% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 5.59 M | $76.97 M | -10.64% | 10.75% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 2.65 M | $36.50 M | 7.57% | 5.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.00 M | $13.80 M | 11.43% | 1.93% |
| SIT INVESTMENT ASSOCIATES INC | 02/25/2026 | 726.60 K | $10.00 M | 100.00% | 1.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 705.96 K | $9.71 M | -2.51% | 1.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 664.98 K | $9.15 M | -10.52% | 1.28% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 595.24 K | $8.19 M | 78.35% | 1.14% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 558.94 K | $7.69 M | -11.40% | 1.07% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 477.99 K | $6.58 M | 10.19% | 0.92% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 341.77 K | $4.70 M | 0.67% | 0.66% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 331.19 K | $4.51 M | 100.00% | 0.64% |
| COMERICA BANK | 01/29/2026 | 274.54 K | $3.78 M | -0.06% | 0.53% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 264.27 K | $3.64 M | -3.77% | 0.51% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 258.34 K | $3.55 M | 100.00% | 0.50% |
| CORRADO ADVISORS, LLC | 02/10/2026 | 174.28 K | $2.40 M | 0.36% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 166.10 K | $2.29 M | -2.66% | 0.32% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 162.52 K | $2.24 M | 3.73% | 0.31% |
| OPPENHEIMER & CO INC | 02/02/2026 | 147.28 K | $2.03 M | 19.33% | 0.28% |
| ICON ADVISERS INC/CO | 02/13/2026 | 147.00 K | $2.02 M | 100.00% | 0.28% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 145.60 K | $2.00 M | 100.00% | 0.28% |
| COHEN & STEERS, INC. | 02/13/2026 | 137.39 K | $1.89 M | 0.00% | 0.26% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 113.49 K | $1.56 M | -33.72% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 110.52 K | $1.52 M | 0.00% | 0.21% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 100.49 K | $1.40 M | 23.16% | 0.19% |
| QUARRY LP | 02/13/2026 | 95.74 K | $1.32 M | 100.00% | 0.18% |
| FCA CORP /TX | 02/11/2026 | 92.89 K | $1.28 M | -16.83% | 0.18% |
| 02/17/2026 | 90.28 K | $1.24 M | 100.00% | 0.17% | |
| 02/11/2026 | 80.94 K | $1.11 M | 100.00% | 0.16% | |
| STOLPER CO | 01/12/2026 | 65.58 K | $902.00 K | 1.27% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 64.87 K | $892.67 K | 4.59% | 0.12% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 61.65 K | $848.35 K | 100.00% | 0.12% |
| LPL FINANCIAL LLC | 02/11/2026 | 53.70 K | $738.89 K | 63.45% | 0.10% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 53.36 K | $734.29 K | -22.33% | 0.10% |
| CHAPIN DAVIS, INC. | 01/30/2026 | 42.65 K | $586.86 K | 6.23% | 0.08% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 37.54 K | $516.50 K | 2.49% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 36.30 K | $499.57 K | -6.80% | 0.07% |
| OPAL WEALTH ADVISORS, LLC | 01/26/2026 | 32.47 K | $446.80 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 31.87 K | $439.00 K | 31.05% | 0.06% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 31.32 K | $430.95 K | 100.00% | 0.06% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 31.28 K | $430.43 K | -12.81% | 0.06% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 27.50 K | $378.40 K | -3.51% | 0.05% |
| CHOREO, LLC | 01/23/2026 | 26.53 K | $368.90 K | 6.21% | 0.05% |
| CERITY PARTNERS LLC | 02/11/2026 | 26.50 K | $364.64 K | -3.98% | 0.05% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 26.36 K | $362.64 K | 13.53% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 23.46 K | $322.78 K | 6.14% | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 21.33 K | $293.48 K | 35.59% | 0.04% |
| MARINER, LLC | 02/13/2026 | 21.24 K | $292.26 K | -1.20% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 20.98 K | $288.70 K | -0.56% | 0.04% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 19.66 K | $270.52 K | 100.00% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
NYLI CBRE Global Infrastructure Megatrends Term Fund institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of NYLI CBRE Global Infrastructure Megatrends Term Fund. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 411,549
WOLVERINE ASSET MANAGEMENT LLC: 321,227
FIFTH THIRD BANCORP: 274,603
Allspring Global Investments Holdings, LLC: 252,046
OPPENHEIMER & CO INC: 192,753
CORRADO ADVISORS, LLC: 156,485
44.12% of NYLI CBRE Global Infrastructure Megatrends Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 25.76 M shares in the last 24 months. This purchase volume represents approximately $382.52 M in transactions.