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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$15.64 +0.01 (+0.06%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$32.86M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$28.52M
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MMD Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Elequin Capital LP4,682$70K0.0%N/A0.000%
2/17/2025 Stonebrook Private Inc.75,897$1.13M0.3%-1.0%0.000%
2/17/2025 Nomura Holdings Inc.23,700$354K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC82,017$1.23M0.4%N/A0.000%
2/17/2025 Bank of America Corp DE308,432$4.61M0.0%-58.2%0.000%
2/17/2025 Ameriprise Financial Inc.168,899$2.54M0.0%-42.4%0.000%
2/14/2025 Jane Street Group LLC10,549$157K0.0%-98.5%0.000%
2/14/2025 Stifel Financial Corp41,871$625K0.0%-13.8%0.000%
2/13/2025 NewEdge Advisors LLC133,435$1.99M0.0%+36.6%0.000%
2/13/2025 Guggenheim Capital LLC22,819$341K0.0%-74.3%0.000%
2/13/2025 Walleye Capital LLC16,486$246K0.0%N/A0.000%
2/13/2025 XTX Topco Ltd12,670$189K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.19,968$298K0.0%-25.4%0.000%
2/13/2025 Summit Financial Wealth Advisors LLC34,525$536K0.1%-16.7%0.000%
2/13/2025 Raymond James Financial Inc.221,712$3.31M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.92,647$1.38M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN238,404$3.56M0.0%-3.9%0.000%
2/12/2025 Landscape Capital Management L.L.C.21,713$324K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.56,328$841K0.3%N/A0.000%
2/12/2025 Arlington Capital Management Inc.14,333$214K0.1%N/A0.000%
2/11/2025 LPL Financial LLC78,809$1.18M0.0%-57.1%0.000%
2/11/2025 Intellus Advisors LLC89,443$1.34M0.2%N/A0.000%
2/11/2025 ProVise Management Group LLC89,347$1.33M0.1%+3.9%0.000%
2/10/2025 Commonwealth Equity Services LLC12,750$190K0.0%+8.7%0.000%
2/7/2025 Summit X LLC24,741$369K0.1%+19.2%0.000%
2/6/2025 Raymond James Financial Inc.221,712$3.31M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC33,563$501K0.0%-14.4%0.000%
2/5/2025 Noble Wealth Management PBC40,000$597K0.4%N/A0.000%
2/5/2025 Whipplewood Advisors LLC29,925$447K0.3%N/A0.000%
2/4/2025 Ackerman Capital Advisors LLC21,942$328K0.1%N/A0.000%
1/28/2025 Gilliland Jeter Wealth Management LLC20,552$307K0.1%-18.8%0.000%
1/24/2025 Calamos Advisors LLC20,592$307K0.0%N/A0.000%
1/21/2025 Cyndeo 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%
11/15/2024 Jane Street Group LLC692,000$11.67M0.0%+64.0%0.000%
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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%
10/19/2024 Cyndeo Wealth Partners LLC16,768$283K0.0%N/A0.000%
10/18/2024Raymond James & Associates251,062$4.23M0.0%-2.6%0.000%
10/18/2024 Legacy 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%
7/10/2024 Legacy 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%
4/10/2024 Legacy 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%
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%
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2/6/2024 U.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%
2/5/2024 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%
2/1/2024 Legacy 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%
(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, 79 institutional investors and hedge funds held shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund. The most heavily invested institutionals were Almitas Capital LLC ($8.30M), Bank of America Corp DE ($4.61M), City of London Investment Management Co. Ltd. ($4.33M), Raymond James & Associates ($4.23M), Wells Fargo & Company MN ($3.56M), Raymond James Financial Inc. ($3.31M), 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 64 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: Raymond James Financial Inc. ($443.42K), 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), and Stonebrook Private Inc. ($108.17K).

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

Institutional investors have bought a total of 3,199,307 shares in the last 24 months. This purchase volume represents approximately $50.87M in transactions.

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

Of the 36 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: Jane Street Group LLC ($681.45K), Bank of America Corp DE ($429.74K), Raymond James & Associates ($312.30K), XML Financial LLC ($304.36K), Advisors Asset Management Inc. ($129.37K), Ameriprise Financial Inc. ($124.14K), and Guggenheim Capital LLC ($109.91K).

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

Institutional investors have sold a total of 2,620,817 shares in the last 24 months. This volume of shares sold represents approximately $40.69M in transactions.



This page (NYSE:MMD) was last updated on 2/22/2025 by MarketBeat.com Staff
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