Free Trial
→ Elon Musk’s FINAL Move (From Behind the Markets) (Ad) Free MMD Stock Alerts

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$15.11 +0.18 (+1.21%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE:MMD)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$27.47M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$11.04M
Get MMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling MainStay MacKay DefinedTerm Municipal Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MMD Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cyndeo Wealth Partners LLC18,849$281K0.0%+12.4%0.000%
1/17/2025 Janney Montgomery Scott LLC15,233$227K0.0%-39.3%0.000%
1/17/2025 XML Financial LLC47,546$710K0.1%-64.5%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.119,911$1.79M0.1%N/A0.000%
1/14/2025 Rovin Capital UT ADV28,114$420K0.2%+4.0%0.000%
1/14/2025 Park Avenue Securities LLC87,242$1.30M0.0%N/A0.000%
1/14/2025 Integrated Capital Management Inc.13,664$204K0.2%N/A0.000%
11/15/2024Jane Street Group LLC692,000$11.67M0.0%+64.0%0.000%
11/15/2024Stifel Financial Corp48,556$819K0.0%+9.3%0.000%
11/14/2024Rockefeller Capital Management L.P.26,752$451K0.0%-4.3%0.000%
11/13/2024Summit Financial Wealth Advisors LLC41,446$699K0.1%-4.8%0.000%
11/12/2024Stonebrook Private Inc.76,679$1.29M0.3%-7.2%0.000%
11/8/2024Advisors Asset Management Inc.123,488$2.08M0.0%-32.4%0.000%
11/4/2024Wolverine Asset Management LLC6,644$112K0.0%N/A0.000%
11/2/2024 XML Financial LLC134,072$2.26M0.2%-9.3%0.000%
10/19/2024Cyndeo Wealth Partners LLC16,768$283K0.0%N/A0.000%
10/18/2024Raymond James & Associates251,062$4.23M0.0%-2.6%0.000%
10/18/2024Legacy Financial Strategies LLC12,546$212K0.0%-28.1%0.000%
10/8/2024 Future Financial Wealth Managment LLC5,000$84K0.1%N/A0.000%
10/8/2024 Sovereign Financial Group Inc.14,046$237K0.1%-10.8%0.000%
8/21/2024 Granite Bay Wealth Management LLC58,590$953K0.0%N/A0.000%
8/16/2024NewEdge Advisors LLC88,864$1.47M0.0%+153.2%0.000%
8/16/2024Almitas Capital LLC500,407$8.30M3.4%+122.8%0.000%
8/12/2024ProVise Management Group LLC78,719$1.31M0.1%+24.5%0.000%
8/9/2024City of London Investment Management Co. Ltd.260,985$4.33M0.4%+30.3%0.000%
8/6/2024Stonebrook Private Inc.82,616$1.37M0.4%-23.5%0.000%
7/24/2024Gilliland Jeter Wealth Management LLC25,322$420K0.1%-12.7%0.000%
7/23/2024 XML Financial LLC147,803$2.45M0.2%-16.2%0.000%
7/19/2024Raymond James & Associates257,731$4.27M0.0%-7.8%0.000%
7/15/2024 Granite Bay Wealth Management LLC58,590$953K0.0%N/A0.000%
7/11/2024U.S. Capital Wealth Advisors LLC67,010$1.11M0.0%-2.9%0.000%
7/10/2024Legacy Financial Strategies LLC17,445$288K0.1%+46.5%0.000%
7/2/2024Transcend Capital Advisors LLC91,781$1.52M0.1%-15.6%0.000%
5/17/2024 XML Financial LLC176,300$2.88M0.3%-21.2%0.000%
5/17/2024Comerica Bank7,000$114K0.0%+16.7%0.000%
5/14/2024Advisors Asset Management Inc.219,290$3.59M0.1%-24.2%0.000%
5/10/2024City of London Investment Management Co. Ltd.200,251$3.27M0.3%-6.1%0.000%
5/9/2024ProVise Management Group LLC63,230$1.03M0.1%+9.3%0.000%
5/2/2024Summit Financial Wealth Advisors LLC51,996$850K0.2%-8.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.129,993$2.13M0.0%+4.5%0.000%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
4/22/2024 Rovin Capital UT ADV26,657$436K0.2%+26.1%0.000%
4/22/2024Raymond James & Associates279,478$4.57M0.0%+3.2%0.000%
4/15/2024 Future Financial Wealth Managment LLC5,000$82K0.1%N/A0.000%
4/10/2024Legacy Financial Strategies LLC11,905$195K0.1%-8.9%0.000%
2/14/2024 XML 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%
2/8/2024Eudaimonia Partners LLC17,978$292K0.1%N/A0.000%
2/7/2024NBC 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%
2/1/2024Legacy 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%
1/24/2024Stratos Wealth Partners LTD.16,059$261K0.0%N/A0.000%
1/19/2024Summit Financial Wealth Advisors LLC56,688$921K0.2%-3.4%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.124,411$2.02M0.0%-24.8%0.000%
1/16/2024Raymond 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%
11/13/2023ArchPoint Investors81,514$1.30M0.5%+84.6%0.000%
11/13/2023Legacy 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%
11/6/2023 XML 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%
Did You See Trump’s Manhattan Project Bombshell? (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)... Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years.

Click here and see for yourself.
10/25/2023 Rovin Capital UT ADV20,885$333K0.1%N/A0.000%
10/24/2023Center for Financial Planning Inc.2,000$32K0.0%N/A0.000%
10/24/2023Goodwin Daniel L51,760$825K0.4%+13.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.165,429$2.64M0.0%+8.6%0.000%
10/24/2023Raymond 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%
(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, 65 institutional investors and hedge funds held shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund. The most heavily invested institutionals were Jane Street Group LLC ($11.67M), Almitas Capital LLC ($8.30M), Guggenheim Capital LLC ($6.36M), City of London Investment Management Co. Ltd. ($4.33M), Raymond James & Associates ($4.23M), 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 55 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: Almitas Capital LLC ($275.79K), City of London Investment Management Co. Ltd. ($273.96K), Jane Street Group LLC ($270.15K), Granite Bay Wealth Management LLC ($175.77K), Hennion & Walsh Asset Management Inc. ($119.91K), Stonebrook Private Inc. ($108.17K), and 1607 Capital Partners LLC ($92.56K).

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

Institutional investors have bought a total of 2,359,140 shares in the last 24 months. This purchase volume represents approximately $38.52M 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 ($361.15K), XML Financial LLC ($324.60K), Advisors Asset Management Inc. ($129.37K), Raymond James Financial Services Advisors Inc. ($117.23K), Transcend Capital Advisors LLC ($69.81K), Cohen & Steers Inc. ($49.41K), and Guggenheim Capital LLC ($43.87K).

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

Institutional investors have sold a total of 1,380,315 shares in the last 24 months. This volume of shares sold represents approximately $22.41M in transactions.


Related Companies

This page (NYSE:MMD) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
DeFi Coin on Verge of Breakout!
The blueprint for millionaires is here. Don't let this be the missed opportunity you regret for years.
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored