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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

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$16.19
+0.13 (+0.81%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE:MMD)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$17.34M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.89M
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MMD Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Summit Financial Wealth Advisors LLC51,996$850K0.2%-8.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.129,993$2.13M0.0%+4.5%0.000%
4/22/2024 Rovin Capital UT ADV26,657$436K0.2%+26.1%0.000%
4/22/2024 Raymond James & Associates279,478$4.57M0.0%+3.2%0.000%
4/15/2024 Future Financial Wealth Managment LLC5,000$82K0.1%N/A0.000%
4/10/2024 Legacy Financial Strategies LLC11,905$195K0.1%-8.9%0.000%
2/14/2024XML Financial LLC223,754$3.64M0.4%-35.5%0.000%
2/13/2024ArchPoint Investors109,514$1.78M0.7%+34.3%0.000%
2/13/20241607 Capital Partners LLC92,563$1.50M0.1%N/A0.000%
2/12/2024Weiss Asset Management LP34,818$566K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC42,448$690K0.0%+1.7%0.000%
2/12/2024Parallel Advisors LLC8,224$134K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC57,830$940K0.1%-20.7%0.000%
2/9/2024City of London Investment Management Co. Ltd.213,224$3.47M0.3%N/A0.000%
2/8/2024Summit X LLC25,052$407K0.1%+31.5%0.000%
2/8/2024Robinson Capital Management LLC10,930$178K0.1%N/A0.000%
2/8/2024Kingsview Wealth Management LLC42,172$685K0.0%-4.4%0.000%
2/8/2024 Eudaimonia Partners LLC17,978$292K0.1%N/A0.000%
2/7/2024 NBC Securities Inc.2,000$32K0.0%+100.0%0.000%
2/6/2024 Sovereign Financial Group Inc.14,870$242K0.1%-15.4%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC63,710$1.04M0.0%-8.3%0.000%
2/6/2024Great Valley Advisor Group Inc.24,900$405K0.0%-3.9%0.000%
2/5/2024Kestra Private Wealth Services LLC11,775$191K0.0%-58.9%0.000%
2/5/2024Stonebrook Private Inc.108,173$1.76M0.6%N/A0.000%
2/5/2024Transcend Capital Advisors LLC86,449$1.41M0.1%-35.5%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC29,982$487K0.2%N/A0.000%
2/1/2024Wolverine Asset Management LLC32,591$530K0.0%N/A0.000%
2/1/2024 Legacy Financial Strategies LLC13,075$212K0.1%-49.5%0.000%
1/31/2024Western Wealth Management LLC20,513$333K0.0%-13.4%0.000%
1/30/2024Bison Wealth LLC18,892$307K0.1%-19.7%0.000%
1/29/2024NewEdge Wealth LLC32,608$530K0.0%-3.0%0.000%
1/26/2024Cerity Partners LLC10,563$172K0.0%-63.3%0.000%
1/24/2024 Stratos Wealth Partners LTD.16,059$261K0.0%N/A0.000%
1/19/2024Summit Financial Wealth Advisors LLC56,688$921K0.2%-3.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.124,411$2.02M0.0%-24.8%0.000%
1/16/2024 Raymond James & Associates270,817$4.40M0.0%+18.4%0.000%
1/11/2024 JGP Wealth Management LLC32,918$535K0.1%N/A0.000%
11/15/2023Advisors Asset Management Inc.363,281$5.79M0.1%+7.8%0.000%
11/14/2023Summit Financial Wealth Advisors LLC58,688$891K0.2%-2.0%0.000%
11/13/2023Bison Wealth LLC23,537$375K0.1%+101.1%0.000%
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11/13/2023ArchPoint Investors81,514$1.30M0.5%+84.6%0.000%
11/13/2023 Legacy Financial Strategies LLC25,878$396K0.1%-39.8%0.000%
11/9/2023UBS Group AG165,360$2.63M0.0%-1.2%0.000%
11/8/2023ProVise Management Group LLC72,930$1.16M0.1%-2.0%0.000%
11/8/2023NewEdge Wealth LLC33,619$536K0.0%+14.0%0.000%
11/8/2023Western Wealth Management LLC23,689$377K0.0%-13.2%0.000%
11/7/2023Kingsview Wealth Management LLC44,123$703K0.0%-3.9%0.000%
11/7/2023Great Valley Advisor Group Inc.25,900$413K0.0%-3.3%0.000%
11/6/2023XML Financial LLC346,933$5.53M0.7%-1.4%0.000%
11/6/2023Ieq Capital LLC10,087$161K0.0%N/A0.000%
11/6/2023Summit X LLC19,050$304K0.1%+33.4%0.000%
11/3/2023 Sovereign Financial Group Inc.17,578$280K0.1%+64.9%0.000%
10/25/2023 Rovin Capital UT ADV20,885$333K0.1%N/A0.000%
10/24/2023 Center for Financial Planning Inc.2,000$32K0.0%N/A0.000%
10/24/2023Goodwin Daniel L51,760$825K0.4%+13.5%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.165,429$2.64M0.0%+8.6%0.000%
10/24/2023 Raymond James & Associates228,658$3.64M0.0%-53.9%0.000%
10/23/2023Commonwealth Equity Services LLC27,383$436K0.0%-4.1%0.000%
10/12/2023 Granite Bay Wealth Management LLC58,590$974K0.0%N/A0.000%
8/24/2023ProVise Management Group LLC74,432$1.27M0.1%-0.9%0.000%
8/15/2023Cohen & Steers Inc.20,000$341K0.0%-71.2%0.000%
8/14/2023Bison Wealth LLC11,703$200K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC372,295$6.36M0.0%-10.5%0.000%
8/8/2023Kestra Private Wealth Services LLC28,389$485K0.0%+50.6%0.000%
8/7/2023XML Financial LLC351,908$6.01M0.7%+3.9%0.000%
8/2/2023Sigma Planning Corp16,400$280K0.0%N/A0.000%
8/1/2023Truist Financial Corp16,046$274K0.0%+45.6%0.000%
7/31/2023LPL Financial LLC155,843$2.66M0.0%+9.3%0.000%
7/31/2023 Sovereign Financial Group Inc.10,657$182K0.1%N/A0.000%
7/26/2023 Janney Montgomery Scott LLC26,881$459K0.0%-11.7%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.152,370$2.60M0.0%+2.9%0.000%
7/25/2023 Raymond James & Associates495,727$8.46M0.0%+0.3%0.000%
7/24/2023Goodwin Daniel L45,610$779K0.4%+30.3%0.000%
7/14/2023 Farmers & Merchants Trust Co of Chambersburg PA1,575$27K0.0%N/A0.000%
7/13/2023Transcend Capital Advisors LLC133,960$2.29M0.2%-3.7%0.000%
7/12/2023Summit Financial Wealth Advisors LLC59,896$1.02M0.2%-5.6%0.000%
5/12/2023 AlphaCentric Advisors LLC11,242$195K0.1%-56.8%0.000%
5/11/2023Guggenheim Capital LLC416,169$7.23M0.1%+6.2%0.000%
5/10/2023Summit X LLC14,280$248K0.1%N/A0.000%
5/10/2023 Legacy Financial Strategies LLC42,538$739K0.3%+9.2%0.000%
5/10/2023Brandywine Oak Private Wealth LLC12,900$224K0.0%-22.5%0.000%
5/8/2023NewEdge Wealth LLC29,486$512K0.0%-4.9%0.000%
5/8/2023ProVise Management Group LLC75,082$1.31M0.1%+12.3%0.000%
5/5/2023Truist Financial Corp11,020$192K0.0%N/A0.000%
4/28/2023Ameritas Advisory Services LLC3,250$56K0.0%N/A0.000%
4/25/2023Parallel Advisors LLC9,148$159K0.0%+19.4%0.000%
4/20/2023Goodwin Daniel L35,010$608K0.3%+54.2%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.148,014$2.57M0.0%+25.6%0.000%
4/14/2023 Raymond James & Associates494,133$8.59M0.0%-3.3%0.000%
4/12/2023Transcend Capital Advisors LLC139,170$2.42M0.3%+7.4%0.000%
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Since the start of the year, the top 10 investment funds in the world – including Vanguard, Blackrock, Fidelity and JP Morgan – have made nearly $1 trillion in profits on these 7 stocks.

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4/10/2023 Next Level Private LLC12,500$217K0.2%-28.6%0.000%
3/6/2023Rockefeller Capital Management L.P.22,310$358K0.0%+32.1%0.000%
2/13/2023Advisors Asset Management Inc.243,440$3.91M0.1%+26.6%0.000%
2/13/2023Kingsview Wealth Management LLC40,838$656K0.0%-6.4%0.000%
2/10/2023CoreCap Advisors LLC3,910$63K0.0%N/A0.000%
2/10/2023ProVise Management Group LLC66,867$1.07M0.1%-28.0%0.000%
2/10/2023XML Financial LLC290,258$4.66M0.6%-6.5%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.117,881$1.89M0.0%-39.3%0.000%
2/8/2023 Raymond James & Associates510,946$8.21M0.0%-8.7%0.000%
2/8/2023UBS Group AG209,756$3.37M0.0%-2.8%0.000%
(Data available from 1/1/2016 forward)

MMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMD shares?

During the previous two years, 67 institutional investors and hedge funds held shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($6.36M), Advisors Asset Management Inc. ($5.79M), Raymond James & Associates ($4.57M), XML Financial LLC ($3.64M), City of London Investment Management Co. Ltd. ($3.47M), LPL Financial LLC ($2.66M), and UBS Group AG ($2.63M).Learn more on MMD's institutional investors.

Which institutional investors have been buying MainStay MacKay DefinedTerm Municipal Opportunities Fund stock?

Of the 59 institutional investors that purchased MainStay MacKay DefinedTerm Municipal Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: XML Financial LLC ($323.70K), City of London Investment Management Co. Ltd. ($213.22K), Advisors Asset Management Inc. ($182.13K), Raymond James Financial Services Advisors Inc. ($110.80K), Stonebrook Private Inc. ($108.17K), 1607 Capital Partners LLC ($92.56K), and Guggenheim Capital LLC ($92.09K).

How much institutional buying is happening at MainStay MacKay DefinedTerm Municipal Opportunities Fund?

Institutional investors have bought a total of 2,209,250 shares in the last 24 months. This purchase volume represents approximately $35.91M in transactions.

Which MainStay MacKay DefinedTerm Municipal Opportunities Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold MainStay MacKay DefinedTerm Municipal Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($340.31K), XML Financial LLC ($148.40K), Raymond James Financial Services Advisors Inc. ($117.23K), UBS Group AG ($110.20K), Transcend Capital Advisors LLC ($108.35K), Legacy Financial Strategies LLC ($51.57K), and Cohen & Steers Inc. ($49.41K).

How much institutional selling is happening at MainStay MacKay DefinedTerm Municipal Opportunities Fund?

Institutional investors have sold a total of 1,312,764 shares in the last 24 months. This volume of shares sold represents approximately $21.72M in transactions.


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This page (NYSE:MMD) was last updated on 5/5/2024 by MarketBeat.com Staff

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