Free Trial

NYLI MacKay Shields Municipal Intermediate ETF (MMIT) Institutional Ownership

$24.06 +0.01 (+0.04%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$36.90M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.78M
Get MMIT Insider Trade Alerts

Want to know when executives and insiders are buying or selling NYLI MacKay Shields Municipal Intermediate ETF 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

MMIT Institutional Buying and Selling by Quarter

NYLI MacKay Shields Municipal Intermediate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cypress Point Wealth Management LLC132,458$3.18M1.0%+3.0%0.489%
1/21/2025Dynamic Advisor Solutions LLC406,994$9.77M0.4%+58.1%1.502%
1/17/2025 Smallwood Wealth Investment Management LLC86,051$2.07M1.4%+110.1%0.318%
1/17/2025 Bill Few Associates Inc.13,132$315K0.1%N/A0.048%
1/17/2025 Bartlett & CO. Wealth Management LLC6,665$160K0.0%-26.2%0.025%
1/17/2025 Janney Capital Management LLC59,907$1.44M0.1%-2.3%0.221%
1/16/2025 New Hampshire Trust40,283$967K0.2%N/A0.149%
1/16/2025 MassMutual Private Wealth & Trust FSB362,707$8.71M0.2%+69.2%1.338%
1/16/2025 Brady Martz Wealth Solutions LLC240,318$5.75M1.4%N/A0.887%
1/16/2025 Bernardo Wealth Planning LLC169,895$4.06M1.0%-13.0%0.627%
1/15/2025 TruWealth Advisors LLC655,457$15.74M0.9%+2.0%2.419%
1/15/2025 Saxon Interests Inc.30,995$744K0.3%-2.3%0.114%
1/14/2025 Park Avenue Securities LLC41,498$996K0.0%+34.1%0.153%
1/13/2025 BCS Wealth Management35,122$843K0.2%-15.8%0.130%
1/13/2025 AdvisorNet Financial Inc49,561$1.19M0.1%+7.6%0.183%
1/13/2025 Pallas Capital Advisors LLC990,587$23.78M1.0%-1.0%3.655%
12/26/2024JPMorgan Chase & Co.90,846$2.24M0.0%+28.4%0.335%
11/25/2024Synovus Financial Corp19,858$488K0.0%N/A0.073%
11/25/2024Sanctuary Advisors LLC162,144$3.95M0.0%+29.6%0.598%
11/15/2024Prestige Wealth Management Group LLC234,432$5.77M1.2%-0.7%0.865%
11/15/2024MML Investors Services LLC108,064$2.66M0.0%+2.3%0.399%
11/15/2024Jane Street Group LLC22,228$547K0.0%N/A0.082%
11/15/2024Stifel Financial Corp399,931$9.84M0.0%-0.1%1.476%
11/15/2024Swmg LLC34,770$842K0.3%-6.6%0.128%
11/15/2024Integrated Wealth Concepts LLC48,531$1.19M0.0%-66.7%0.179%
11/15/2024HighTower Advisors LLC10,241$252K0.0%-20.3%0.038%
11/14/2024Captrust Financial Advisors93,102$2.29M0.0%-2.5%0.344%
11/14/2024Rockefeller Capital Management L.P.19,501$480K0.0%N/A0.072%
11/14/2024Financial Counselors Inc.272,889$6.71M0.1%+9.4%1.007%
11/12/2024Great Valley Advisor Group Inc.410,816$10.11M0.2%+4.0%1.516%
11/6/2024Schneider Downs Wealth Management Advisors LP1,440,403$35.43M7.3%+12.8%5.315%
11/6/2024Main Street Financial Solutions LLC173,552$4.27M0.4%+13.6%0.640%
11/1/2024Cypress Point Wealth Management LLC128,538$3.16M1.2%+5.9%0.474%
10/30/2024Landmark Wealth Management LLC66,251$1.63M0.7%-2.7%0.244%
10/29/2024Opes Wealth Management LLC32,545$801K0.2%+7.4%0.120%
10/29/2024Farther Finance Advisors LLC3,420$84K0.0%+36.9%0.013%
10/25/2024Golden State Equity Partners17,330$426K0.1%-2.8%0.064%
10/25/2024 Pallas Capital Advisors LLC1,000,528$24.22M1.0%+5.5%3.692%
10/24/2024 Wealth Enhancement Advisory Services LLC18,693$460K0.0%-5.4%0.069%
10/22/2024Private Advisor Group LLC43,963$1.08M0.0%-26.4%0.162%
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…

10/22/2024Sequoia Financial Advisors LLC13,364$329K0.0%-14.0%0.049%
10/21/2024Vicus Capital206,333$5.08M0.4%+4.3%0.761%
10/21/2024Fortis Group Advisors LLC37,838$931K0.2%+35.4%0.140%
10/19/2024 Bernardo Wealth Planning LLC195,349$4.77M1.2%-3.6%0.721%
10/18/2024Legacy Financial Strategies LLC77,658$1.91M0.4%-22.1%0.287%
10/17/2024 BCS Wealth Management41,721$1.03M0.4%+11.0%0.154%
10/17/2024 TruWealth Advisors LLC642,551$15.81M1.0%+7.4%2.371%
10/16/2024 Smallwood Wealth Investment Management LLC40,956$1.01M0.7%N/A0.151%
10/16/2024Sunpointe LLC8,436$208K0.2%N/A0.031%
10/8/2024Dynamic Advisor Solutions LLC257,486$6.33M0.2%+2.5%0.950%
10/3/2024 Park Avenue Securities LLC30,942$761K0.0%-13.4%0.114%
10/2/2024 Massmutual Trust Co. FSB ADV214,342$5.27M0.2%+12.6%0.791%
8/7/2024Ashton Thomas Private Wealth LLC2,517$61K0.0%N/A0.009%
7/26/2024Bank of New York Mellon Corp299,059$7.23M0.0%-2.9%1.104%
7/23/2024Vicus Capital197,897$4.79M0.4%-0.9%0.730%
7/17/2024 AdvisorNet Financial Inc43,614$1.06M0.1%+2.1%0.161%
7/2/2024 Massmutual Trust Co. FSB ADV190,347$4.60M0.1%+18.6%0.702%
5/1/2024 Janney Capital Management LLC61,162$1.49M0.1%-1.2%0.226%
4/17/2024Vicus Capital199,769$4.87M0.4%+3.3%0.743%
4/12/2024 AdvisorNet Financial Inc42,731$1.04M0.1%+2.1%0.159%
4/9/2024 Massmutual Trust Co. FSB ADV160,464$3.91M0.1%-46.4%0.845%
2/15/2024 Bartlett & CO. Wealth Management LLC10,145$250K0.0%N/A0.053%
2/14/2024Waterloo Capital L.P.11,884$292K0.0%N/A0.063%
2/12/2024Stifel Financial Corp375,085$9.21M0.0%+59.6%1.974%
2/12/2024Steward Partners Investment Advisory LLC158,393$3.89M0.1%+8.8%0.834%
2/8/2024 Janney Capital Management LLC61,918$1.52M0.1%N/A0.326%
2/1/2024Vicus Capital193,452$4.75M0.5%+11.1%1.018%
1/19/2024 AdvisorNet Financial Inc41,869$1.03M0.1%+179.7%0.220%
1/16/2024Raymond James Financial Services Advisors Inc.1,144,554$28.11M0.0%+23.8%6.024%
1/16/2024Raymond James & Associates107,037$2.63M0.0%-2.0%0.563%
1/12/2024 New Hampshire Trust125,919$3.09M0.7%N/A0.663%
1/8/2024Bartlett & Co. LLC10,145$250K0.0%N/A0.053%
1/3/2024 Massmutual Trust Co. FSB ADV299,224$7.35M0.2%+110.2%1.575%
11/7/2023Great Valley Advisor Group Inc.352,316$8.28M0.3%+15.0%1.854%
11/6/2023Schneider Downs Wealth Management Advisors LP861,250$20.24M4.7%+24.8%4.533%
11/6/2023Lincoln National Corp11,980$282K0.0%N/A0.063%
11/6/2023Avantax Planning Partners Inc.14,504$341K0.0%N/A0.076%
11/2/20231776 Wealth LLC37,379$878K0.5%-17.6%0.197%
10/30/2023 Bernardo Wealth Planning LLC93,837$2.21M0.9%+31.1%0.494%
10/24/2023Bank of New York Mellon Corp342,992$8.06M0.0%+755.4%1.805%
10/23/2023Vicus Capital174,062$4.09M0.4%+6.8%0.916%
10/12/2023 AdvisorNet Financial Inc14,967$352K0.0%+1,514.6%0.079%
10/4/2023 Massmutual Trust Co. FSB ADV142,323$3.35M0.1%N/A0.749%
8/17/2023Vicus Capital162,935$3.97M0.4%+1.1%0.858%
8/3/2023Dynamic Advisor Solutions LLC243,147$5.92M0.3%+13.3%1.280%
7/21/2023 Bernardo Wealth Planning LLC71,601$1.74M0.7%+15.4%0.421%
7/10/2023AE Wealth Management LLC28,966$706K0.0%-9.0%0.170%
5/4/2023Ten Capital Wealth Advisors LLC1,500$37K0.0%N/A0.009%
5/2/2023Vicus Capital161,087$3.96M0.4%+34.0%0.965%
3/6/2023OLD Mission Capital LLC219,738$5.30M0.1%N/A1.400%
Stunning Trump Manhattan Project Now Underway (Ad)

Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

1/30/2023 Bernardo Wealth Planning LLC62,016$1.50M0.7%N/A0.395%
1/24/2023 Park Avenue Securities LLC13,932$336K0.0%N/A0.089%
1/24/2023 Saxon Interests Inc.77,581$1.90M1.1%N/A0.497%
11/8/2022Vicus Capital125,683$2.94M0.3%-7.5%0.967%
8/10/2022Vicus Capital135,914$3.30M0.4%+28.9%1.182%
8/5/2022OLD Mission Capital LLC40,129$974K0.0%N/A0.349%
7/25/2022 Parisi Gray Wealth Management8,560$208K0.1%-28.6%0.078%
5/11/2022Vicus Capital105,442$2.65M0.3%+63.7%1.146%
4/15/2022WealthBridge Capital Management LLC20,913$525K0.2%+12.7%0.216%
2/10/2022OLD Mission Capital LLC22,287$594K0.0%N/A0.213%
(Data available from 1/1/2016 forward)

MMIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMIT shares?

During the previous two years, 57 institutional investors and hedge funds held shares of NYLI MacKay Shields Municipal Intermediate ETF. The most heavily invested institutionals were Schneider Downs Wealth Management Advisors LP ($35.43M), Raymond James Financial Services Advisors Inc. ($28.11M), Pallas Capital Advisors LLC ($23.78M), TruWealth Advisors LLC ($15.74M), Great Valley Advisor Group Inc. ($10.11M), Stifel Financial Corp ($9.84M), and Dynamic Advisor Solutions LLC ($9.77M).Learn more on MMIT's institutional investors.

Which institutional investors have been buying NYLI MacKay Shields Municipal Intermediate ETF stock?

Of the 43 institutional investors that purchased NYLI MacKay Shields Municipal Intermediate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massmutual Trust Co. FSB ADV ($353.10K), Schneider Downs Wealth Management Advisors LP ($334.15K), Bank of New York Mellon Corp ($302.90K), Brady Martz Wealth Solutions LLC ($240.32K), Raymond James Financial Services Advisors Inc. ($219.74K), OLD Mission Capital LLC ($219.74K), and Dynamic Advisor Solutions LLC ($184.50K).

How much institutional buying is happening at NYLI MacKay Shields Municipal Intermediate ETF?

Institutional investors have bought a total of 3,248,456 shares in the last 24 months. This purchase volume represents approximately $78.48M in transactions.

Which NYLI MacKay Shields Municipal Intermediate ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold NYLI MacKay Shields Municipal Intermediate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massmutual Trust Co. FSB ADV ($138.76K), Integrated Wealth Concepts LLC ($97.27K), Bernardo Wealth Planning LLC ($32.69K), Legacy Financial Strategies LLC ($22.04K), Private Advisor Group LLC ($15.80K), Pallas Capital Advisors LLC ($9.94K), and Bank of New York Mellon Corp ($9.01K).

How much institutional selling is happening at NYLI MacKay Shields Municipal Intermediate ETF?

Institutional investors have sold a total of 372,337 shares in the last 24 months. This volume of shares sold represents approximately $9.09M in transactions.



This page (NYSEARCA:MMIT) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners