Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em NYLI CBRE Global Infrastructure Megatrends Term Fund incluem Sit Investment Associates Inc, Fifth Third Bancorp, Global Retirement Partners, LLC, Kestra Advisory Services, LLC, Tactive Advisors, LLC, Whittier Trust Co Of Nevada Inc, Root Financial Partners, LLC, e Jones Financial Companies Lllp .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Mariner, LLC | 23,550 | 10.88 | 343 | 17.12 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 70,524 | 65.36 | 1,036 | 76.79 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 37,840 | 0.81 | 556 | 7.56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 31,309 | 0.09 | 460 | 6.74 | ||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 18,500 | 272 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 759,148 | 7.53 | 11,152 | 14.79 | ||||
| 2026-02-25 | 13F/A | Sit Investment Associates Inc | 726,603 | 10 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32,276 | 1.26 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21,817 | 12.05 | 320 | 19.85 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7,219 | 0.82 | 106 | 8.16 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 15,000 | 220 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 195,202 | 20.11 | 2,868 | 28.22 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 26,404 | 0.19 | 388 | 6.91 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2,500 | 37 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15,391 | 226 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 578 | 8 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10,287 | 1.57 | 151 | 8.63 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13,132 | 4.90 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 433 | 6 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 113,890 | 40.70 | 1,673 | 50.31 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19,330 | 284 | ||||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 19,654 | 289 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 3,172 | 12.96 | 47 | 21.05 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 130,723 | 15.18 | 1,920 | 23.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 10 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 37,298 | 2.75 | 548 | 9.62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 34,631 | 160.91 | 509 | 179.12 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 22,908 | 7.41 | 337 | 14.68 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 90,411 | 0.14 | 1,328 | 6.92 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 287,529 | 73.10 | 4,224 | 84.81 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13,350 | 17.26 | 196 | 25.64 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 344,840 | 0.90 | 5,066 | 7.72 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 24 | 4.35 | 0 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 564,493 | 18.10 | 8 | 33.33 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,175 | 17 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17,350 | 239 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 28,657 | 8.02 | 421 | 14.13 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 99,337 | 6.94 | 1,459 | 14.16 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 13,567 | 199 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 274,603 | 4,034 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 24,419 | 4.10 | 359 | 11.18 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10,635 | 6.02 | 156 | 13.04 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 411,549 | 24.26 | 6,046 | 34.04 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 64,874 | 4.59 | 893 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 192,753 | 30.88 | 2,832 | 39.73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 672,510 | 1.13 | 9,879 | 7.97 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 142,805 | 42.11 | 2,221 | 59.03 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 113,786 | 478.77 | 1,672 | 518.89 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 321,227 | 24.34 | 4,719 | 32.75 | ||||
| 2026-05-15 | 13F | Quarry LP | 163,107 | 70.37 | 2,396 | 81.93 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 19,605 | 6.69 | 288 | 13.89 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 252,046 | 73.11 | 3,703 | 84.82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6,284,601 | 8.93 | 92,321 | 16.29 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 316,133 | 412.76 | 4,644 | 447.52 |
