We are live on ! Find out more
MEGI

NYLIM CBRE Global Infrastructure Megatrends Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$704K -$428K -32,124 -35%
Lazard Asset Management
27
Lazard Asset Management
New York
$702K +$794K +59,631 New
OC
28
Oppenheimer & Co
New York
$548K -$11.2K -841 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$541K -$116K -8,691 -16%
DWM
30
Dakota Wealth Management
Florida
$489K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$481K -$18.4K -1,384 -3%
CA
32
Claro Advisors
Massachusetts
$448K +$7.07K +531 +1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$429K -$159K -11,960 -25%
SPIA
34
Steward Partners Investment Advisory
New York
$405K +$47.4K +3,558 +12%
QL
35
Quarry LP
New York
$365K +$413K +31,000 New
LPL Financial
36
LPL Financial
California
$334K +$46.4K +3,485 +14%
KACA
37
Kayne Anderson Capital Advisors
California
$330K +$373K +28,000 New
WS
38
Wedbush Securities
California
$328K +$3.99K +300 +1%
Cerity Partners
39
Cerity Partners
New York
$325K
BlackRock
40
BlackRock
New York
$295K +$333K +25,000 New
RJT
41
Raymond James Trust
Florida
$262K -$60.9K -4,571 -17%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$238K +$160 +12 +0.1%
DWP
43
Daymark Wealth Partners
Ohio
$236K
Mariner
44
Mariner
Kansas
$197K +$13.9K +1,046 +7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$183K +$3.42K +257 +2%
FFN
46
Focus Financial Network
Minnesota
$166K +$30.5K +2,289 +19%
Comerica Bank
47
Comerica Bank
Texas
$133K +$150K +11,261 New
PAS
48
Park Avenue Securities
New York
$131K +$148K +11,088 New
CIA
49
Capital Investment Advisors
Georgia
$127K +$143K +10,750 New
JP Morgan Chase
50
JP Morgan Chase
New York
$127K +$143K +10,750 New