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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$14.89 -0.03 (-0.20%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$25.35M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.30M
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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
11/15/2024 Jane Street Group LLC692,000$11.67M0.0%+64.0%0.000%
11/15/2024 Stifel Financial Corp48,556$819K0.0%+9.3%0.000%
11/14/2024 Rockefeller Capital Management L.P.26,752$451K0.0%-4.3%0.000%
11/13/2024 Summit Financial Wealth Advisors LLC41,446$699K0.1%-4.8%0.000%
11/12/2024 Stonebrook Private Inc.76,679$1.29M0.3%-7.2%0.000%
11/8/2024 Advisors Asset Management Inc.123,488$2.08M0.0%-32.4%0.000%
11/4/2024 Wolverine 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%
8/16/2024 NewEdge Advisors LLC88,864$1.47M0.0%+153.2%0.000%
8/16/2024 Almitas Capital LLC500,407$8.30M3.4%+122.8%0.000%
8/12/2024 ProVise Management Group LLC78,719$1.31M0.1%+24.5%0.000%
8/9/2024 City of London Investment Management Co. Ltd.260,985$4.33M0.4%+30.3%0.000%
8/6/2024 Stonebrook Private Inc.82,616$1.37M0.4%-23.5%0.000%
7/24/2024 Gilliland 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%
7/11/2024 U.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%
7/2/2024 Transcend 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%
5/17/2024 Comerica Bank7,000$114K0.0%+16.7%0.000%
5/14/2024 Advisors Asset Management Inc.219,290$3.59M0.1%-24.2%0.000%
5/10/2024 City of London Investment Management Co. Ltd.200,251$3.27M0.3%-6.1%0.000%
5/9/2024 ProVise Management Group LLC63,230$1.03M0.1%+9.3%0.000%
5/2/2024 Summit 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%
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%
2/13/2024 ArchPoint Investors109,514$1.78M0.7%+34.3%0.000%
2/13/2024 1607 Capital Partners LLC92,563$1.50M0.1%N/A0.000%
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2/12/2024 Weiss Asset Management LP34,818$566K0.0%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC42,448$690K0.0%+1.7%0.000%
2/12/2024 Parallel Advisors LLC8,224$134K0.0%N/A0.000%
2/9/2024 ProVise Management Group LLC57,830$940K0.1%-20.7%0.000%
2/9/2024 City of London Investment Management Co. Ltd.213,224$3.47M0.3%N/A0.000%
2/8/2024 Summit X LLC25,052$407K0.1%+31.5%0.000%
2/8/2024 Robinson Capital Management LLC10,930$178K0.1%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC42,172$685K0.0%-4.4%0.000%
2/8/2024Eudaimonia 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%
2/6/2024 U.S. Capital Wealth Advisors LLC63,710$1.04M0.0%-8.3%0.000%
2/6/2024 Great Valley Advisor Group Inc.24,900$405K0.0%-3.9%0.000%
2/5/2024 Kestra Private Wealth Services LLC11,775$191K0.0%-58.9%0.000%
2/5/2024 Stonebrook Private Inc.108,173$1.76M0.6%N/A0.000%
2/5/2024 Transcend Capital Advisors LLC86,449$1.41M0.1%-35.5%0.000%
2/2/2024 Gilliland Jeter Wealth Management LLC29,982$487K0.2%N/A0.000%
2/1/2024 Wolverine Asset Management LLC32,591$530K0.0%N/A0.000%
2/1/2024Legacy Financial Strategies LLC13,075$212K0.1%-49.5%0.000%
1/31/2024 Western Wealth Management LLC20,513$333K0.0%-13.4%0.000%
1/30/2024 Bison Wealth LLC18,892$307K0.1%-19.7%0.000%
1/29/2024 NewEdge Wealth LLC32,608$530K0.0%-3.0%0.000%
1/26/2024 Cerity Partners LLC10,563$172K0.0%-63.3%0.000%
1/24/2024Stratos Wealth Partners LTD.16,059$261K0.0%N/A0.000%
1/19/2024 Summit 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%
11/15/2023 Advisors Asset Management Inc.363,281$5.79M0.1%+7.8%0.000%
11/14/2023 Summit Financial Wealth Advisors LLC58,688$891K0.2%-2.0%0.000%
11/13/2023 Bison Wealth LLC23,537$375K0.1%+101.1%0.000%
11/13/2023 ArchPoint Investors81,514$1.30M0.5%+84.6%0.000%
11/13/2023Legacy Financial Strategies LLC25,878$396K0.1%-39.8%0.000%
11/9/2023 UBS Group AG165,360$2.63M0.0%-1.2%0.000%
11/8/2023 ProVise Management Group LLC72,930$1.16M0.1%-2.0%0.000%
11/8/2023 NewEdge Wealth LLC33,619$536K0.0%+14.0%0.000%
11/8/2023 Western Wealth Management LLC23,689$377K0.0%-13.2%0.000%
11/7/2023 Kingsview Wealth Management LLC44,123$703K0.0%-3.9%0.000%
11/7/2023 Great 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%
11/6/2023 Ieq Capital LLC10,087$161K0.0%N/A0.000%
11/6/2023 Summit 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%
10/24/2023Raymond 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%
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8/24/2023 ProVise Management Group LLC74,432$1.27M0.1%-0.9%0.000%
8/15/2023 Cohen & Steers Inc.20,000$341K0.0%-71.2%0.000%
8/14/2023 Bison Wealth LLC11,703$200K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC372,295$6.36M0.0%-10.5%0.000%
8/8/2023 Kestra Private Wealth Services LLC28,389$485K0.0%+50.6%0.000%
8/7/2023 XML Financial LLC351,908$6.01M0.7%+3.9%0.000%
8/2/2023 Sigma Planning Corp16,400$280K0.0%N/A0.000%
8/1/2023 Truist Financial Corp16,046$274K0.0%+45.6%0.000%
7/31/2023 LPL Financial LLC155,843$2.66M0.0%+9.3%0.000%
7/31/2023 Sovereign Financial Group Inc.10,657$182K0.1%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, 62 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 52 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), Stonebrook Private Inc. ($108.17K), 1607 Capital Partners LLC ($92.56K), and Advisors Asset Management Inc. ($77.29K).

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

Institutional investors have bought a total of 2,135,151 shares in the last 24 months. This purchase volume represents approximately $35.17M 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 ($238.08K), Advisors Asset Management Inc. ($129.37K), Transcend Capital Advisors LLC ($119.38K), Raymond James Financial Services Advisors Inc. ($117.23K), 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 1,334,469 shares in the last 24 months. This volume of shares sold represents approximately $21.78M in transactions.


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This page (NYSE:MMD) was last updated on 12/22/2024 by MarketBeat.com Staff
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