Mainstay CBRE Global Infrastructure Megatrends Term Fund

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Mainstay CBRE Global Infrastructure Megatrends Term Fund
TickerMEGI
CIK #0001855066
CUSIP56064Q107
Sector -
Address51 Madison Avenue, New York, NY 10010
Source [EDGAR]
CIK Filing 2011 - 2026
[0001855066] 3
[0001855066] 4
[0001855066] 5
[0001855066] 8-K
[0001855066] SC 13D
[0001855066] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Morgan Stanley NYLI CBRE Global Infrastructure Megatrends Term Fund [2026-02-12] 0.0
Morgan Stanley NYLI CBRE Global Infrastructure Megatrends Term Fund [2025-05-06] 0.0
Saba Capital Management LP Mainstay CBRE Global Infrastructure Megatrends Term Fund [2023-12-01] 10.18
Saba Capital Management LP Mainstay CBRE Global Infrastructure Megatrends Fund [2023-01-20] 5.04
Form 3/4/5 Filer 2011 - 2026
NYLI CBRE Global Infrastructure Megatrends Term Fund
Saba Capital Management LP
Lynch Stephanie
Jivraj Adeel
Anagnos Jeremy
Howard Hinds
Smith Joseph P
Trutanic Richard S
Weinstein Boaz
Perold Jacques P
Abou-Jaoude Naim
Karaoglan Alain M
Gleason Kevin M
Foley Daniel Ryan
Lehneis Kirk C
CBRE Investment Management Listed Real Assets LLC
New York Life Investment Management Holdings LLC
New York Life Investment Management LLC
Nolan Richard H Jr
Gao Juwen Kevin
Bopp Kevin M
Chow David H
Benintende Jack
Hammond Karen
Harrington Scott T
Hung Yie-Hsin
Kerley Susan B
Latshaw Alan R
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Saba Capital Management LP
Common Stock
2026-01-15 Sell 40,916 $13.88 567,914
Saba Capital Management LP
Common Stock
2026-01-14 Sell 28,298 $13.80 390,512
Saba Capital Management LP
Common Stock
2026-01-13 Sell 82,608 $13.74 1,135,034
Saba Capital Management LP
Common Stock
2026-01-12 Sell 30,586 $13.72 419,640
Saba Capital Management LP
Common Stock
2026-01-09 Sell 9,145 $13.72 125,469
Saba Capital Management LP
Common Stock
2026-01-08 Sell 69,325 $13.59 942,127
Saba Capital Management LP
Common Stock
2026-01-07 Sell 47,547 $13.70 651,394
Saba Capital Management LP
Common Stock
2026-01-06 Sell 47,920 $13.74 658,421
Saba Capital Management LP
Common Stock
2026-01-02 Sell 35,070 $13.86 486,070
Saba Capital Management LP
Common Stock
2025-12-31 Sell 12,500 $13.83 172,875
Saba Capital Management LP
Common Stock
2025-12-26 Sell 75,521 $13.77 1,039,924
Saba Capital Management LP
Common Stock
2025-12-24 Sell 19,336 $13.76 266,063
Saba Capital Management LP
Common Stock
2025-12-09 Sell 11,571 $13.76 159,217
Saba Capital Management LP
Common Stock
2025-12-08 Sell 800 $13.80 11,040
Saba Capital Management LP
Common Stock
2025-12-05 Sell 14,969 $13.93 208,518
Saba Capital Management LP
Common Stock
2025-12-04 Sell 10,999 $13.95 153,436
Saba Capital Management LP
Common Stock
2025-12-03 Sell 10,294 $13.95 143,601
Saba Capital Management LP
Common Stock
2025-12-02 Sell 12,441 $14.06 174,920
Saba Capital Management LP
Common Stock
2025-12-01 Sell 19,919 $14.35 285,838
Saba Capital Management LP
Common Stock
2025-11-28 Sell 16,338 $14.34 234,287
showing 20 of 144 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 81 20,954,999
2025-12-31 78 21,756,509
2025-09-30 70 20,359,699
2025-06-30 68 21,010,184
2025-03-31 65 19,531,300
2024-12-31 69 18,812,813
2024-09-30 60 16,905,140
2024-06-30 62 17,188,905
2024-03-31 59 23,758,352
2023-12-31 62 20,540,163
2023-09-30 58 15,911,909
2023-06-30 54 15,437,211
Form 13F Holdings
Firm Period DFND Voting Shares
Chapin Davis Inc [2026-06-30] SOLE 0 74,378
Independent Financial Group LLC [2026-06-30] SOLE 0 68,200
Red Door Wealth Management LLC [2026-06-30] SOLE 0 40,540
Opal Wealth Advisors LLC [2026-06-30] SOLE 0 32,471
Focus Financial Network Inc [2026-06-30] SOLE 0 28,863
Merit Financial Group LLC [2026-06-30] SOLE 0 25,321
Cadent Capital Advisors LLC [2026-06-30] SOLE 0 20,998
Tactive Advisors LLC [2026-06-30] SOLE 13,403 13,403
1620 Investment Advisors Inc [2026-06-30] SOLE 875 875
Stolper Co [2026-06-30] SOLE 0 68
Park Avenue Securities LLC [2026-06-30] SOLE 0 13
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