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 | 05/15/2026 | 6.28 M | $92.32 M | 8.93% | 12.08% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 4.10 M | $60.16 M | -26.79% | 7.87% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.53 M | $37.16 M | -4.64% | 4.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 869.02 K | $12.77 M | -13.32% | 1.67% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 759.15 K | $11.15 M | 7.53% | 1.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 672.51 K | $9.88 M | 1.13% | 1.29% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 564.49 K | $8.29 M | 18.10% | 1.08% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 509.11 K | $7.48 M | -8.92% | 0.98% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 411.55 K | $6.05 M | 24.26% | 0.79% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 344.84 K | $5.07 M | 0.90% | 0.66% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 321.23 K | $4.72 M | 24.34% | 0.62% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 316.13 K | $4.64 M | 412.76% | 0.61% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 287.53 K | $4.22 M | 73.10% | 0.55% |
| FIFTH THIRD BANCORP | 05/01/2026 | 274.60 K | $4.03 M | 100.00% | 0.53% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 252.05 K | $3.70 M | 73.11% | 0.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 228.03 K | $3.35 M | -13.71% | 0.44% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 195.20 K | $2.87 M | 20.11% | 0.38% |
| OPPENHEIMER & CO INC | 04/24/2026 | 192.75 K | $2.83 M | 30.88% | 0.37% |
| QUARRY LP | 05/15/2026 | 163.11 K | $2.40 M | 70.37% | 0.31% |
| CORRADO ADVISORS, LLC | 04/30/2026 | 156.49 K | $2.30 M | -10.21% | 0.30% |
| ICON ADVISERS INC/CO | 05/13/2026 | 147.00 K | $2.16 M | 0.00% | 0.28% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 142.81 K | $2.22 M | 42.11% | 0.27% |
| COHEN & STEERS, INC. | 05/15/2026 | 137.39 K | $2.02 M | 0.00% | 0.26% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 130.72 K | $1.92 M | 15.18% | 0.25% |
| 05/11/2026 | 113.89 K | $1.67 M | 40.70% | 0.22% | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 113.79 K | $1.67 M | 478.77% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 110.52 K | $1.62 M | 0.00% | 0.21% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 105.34 K | $1.55 M | -82.30% | 0.20% |
| FCA CORP /TX | 05/14/2026 | 99.34 K | $1.46 M | 6.94% | 0.19% |
| 04/16/2026 | 90.41 K | $1.33 M | 0.14% | 0.17% | |
| CHAPIN DAVIS, INC. | 04/21/2026 | 70.52 K | $1.04 M | 65.36% | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 67.60 K | $992.97 K | -14.51% | 0.13% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 52.93 K | $777.56 K | -0.81% | 0.10% |
| LPL FINANCIAL LLC | 05/06/2026 | 52.02 K | $764.14 K | -3.13% | 0.10% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 37.84 K | $555.87 K | 0.81% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 37.30 K | $547.90 K | 2.75% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 34.63 K | $508.73 K | 160.91% | 0.07% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 32.47 K | $477.00 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 32.28 K | $474.00 K | 1.26% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 31.31 K | $459.93 K | 0.09% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 29.07 K | $427.00 K | -55.19% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 28.66 K | $420.97 K | 8.02% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 27.50 K | $403.98 K | 0.00% | 0.05% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 26.40 K | $387.88 K | 0.19% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 24.42 K | $358.72 K | 4.10% | 0.05% |
| MARINER, LLC | 05/13/2026 | 23.55 K | $342.64 K | 10.88% | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 22.91 K | $336.52 K | 7.41% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.82 K | $320.49 K | 12.05% | 0.04% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 19.65 K | $288.72 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 19.61 K | $288.05 K | -6.54% | 0.04% |
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NYLI CBRE Global Infrastructure Megatrends Term Fund institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of NYLI CBRE Global Infrastructure Megatrends Term Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 6.28 M
Saba Capital Management, L.P.: 4.1 M
RAYMOND JAMES FINANCIAL INC: 2.53 M
ROYAL BANK OF CANADA: 869,024
BANK OF AMERICA CORP /DE/: 759,148
WELLS FARGO & COMPANY/MN: 672,510
41.40% of NYLI CBRE Global Infrastructure Megatrends Term Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.84 M shares in the last 24 months. This purchase volume represents approximately $354.07 M in transactions.