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 | 08/13/2026 | 6.61 M | $100.42 M | 5.12% | 12.69% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 3.41 M | $51.83 M | -16.74% | 6.55% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 2.60 M | $39.54 M | 2.84% | 5.00% |
| ATLAS WEALTH LLC | 07/28/2026 | 1.14 M | $17.38 M | 100.00% | 2.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 859.54 K | $13.07 M | -1.09% | 1.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 800.69 K | $12.17 M | 5.47% | 1.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 735.05 K | $11.17 M | 9.30% | 1.41% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 656.97 K | $9.99 M | 29.04% | 1.26% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 586.88 K | $8.92 M | 3.97% | 1.13% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 557.46 K | $8.47 M | 76.34% | 1.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 386.10 K | $5.87 M | 11.96% | 0.74% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 361.92 K | $5.50 M | 43.59% | 0.70% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 306.11 K | $4.65 M | 6.46% | 0.59% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 300.02 K | $4.56 M | 163.67% | 0.58% |
| FIFTH THIRD BANCORP | 08/05/2026 | 274.63 K | $4.17 M | 0.01% | 0.53% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 240.65 K | $3.66 M | 5.53% | 0.46% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 208.84 K | $3.17 M | 6.99% | 0.40% |
| OPPENHEIMER & CO INC | 08/03/2026 | 201.62 K | $3.06 M | 4.60% | 0.39% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 166.19 K | $2.53 M | 16.38% | 0.32% |
| COHEN & STEERS, INC. | 08/14/2026 | 137.39 K | $2.09 M | 0.00% | 0.26% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 129.64 K | $1.97 M | -0.83% | 0.25% |
| FCA CORP /TX | 08/11/2026 | 114.09 K | $1.73 M | 14.85% | 0.22% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 110.33 K | $1.68 M | -3.13% | 0.21% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 84.46 K | $1.28 M | -6.59% | 0.16% |
| CHAPIN DAVIS, INC. | 07/07/2026 | 74.38 K | $1.13 M | 5.46% | 0.14% |
| STOLPER CO | 07/14/2026 | 68.56 K | $1.04 M | 767.36% | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 68.20 K | $1.04 M | 0.90% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 68.20 K | $1.04 M | 96.93% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 60.86 K | $925.09 K | 17.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 60.05 K | $912.81 K | 100.00% | 0.12% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 53.67 K | $815.75 K | 1.39% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 41.79 K | $635.21 K | -62.19% | 0.08% |
| RED DOOR WEALTH MANAGEMENT, LLC | 07/13/2026 | 40.54 K | $616.21 K | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 38.24 K | $581.34 K | 2.53% | 0.07% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 38.14 K | $579.76 K | 0.80% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 32.85 K | $499.00 K | 1.78% | 0.06% |
| OPAL WEALTH ADVISORS, LLC | 07/20/2026 | 32.47 K | $493.56 K | 0.00% | 0.06% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 29.86 K | $453.88 K | -4.63% | 0.06% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 28.86 K | $438.72 K | 9.31% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 28.53 K | $433.66 K | -1.85% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 28.52 K | $433.44 K | 47.52% | 0.05% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 27.50 K | $418.00 K | 0.00% | 0.05% |
| CHOREO, LLC | 08/04/2026 | 27.20 K | $413.41 K | -5.09% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 25.32 K | $384.88 K | 3.69% | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 24.96 K | $379.34 K | 8.94% | 0.05% |
| MARINER, LLC | 08/13/2026 | 23.63 K | $359.12 K | 0.32% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 21.97 K | $333.88 K | 100.00% | 0.04% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 21.15 K | $316.03 K | 100.00% | 0.04% |
| CADENT CAPITAL ADVISORS, LLC | 07/14/2026 | 21.00 K | $319.16 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 19.74 K | $300.05 K | 0.67% | 0.04% |
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NYLI CBRE Global Infrastructure Megatrends Term Fund institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of NYLI CBRE Global Infrastructure Megatrends Term Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 6.61 M
Saba Capital Management, L.P.: 3.41 M
RAYMOND JAMES FINANCIAL INC: 2.6 M
Atlas Wealth LLC: 1.14 M
ROYAL BANK OF CANADA: 859,536
BANK OF AMERICA CORP /DE/: 800,693
42.66% of NYLI CBRE Global Infrastructure Megatrends Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.69 M shares in the last 24 months. This purchase volume represents approximately $366.69 M in transactions.