Avestar Capital, LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Avestar Capital, LLC

$1.12 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$20.47 - $21.22 $16,949 - $17,570	-828 Closed	0 $0
Q1 2018 May 10, 2018	SELL	$18.58 - $20.02 $79,893 - $86,086	-4,300 Reduced 83.85%	828 $15,000
Q4 2017 Feb 14, 2018	BUY	$19.21 - $20.23 $98,508 - $103,739	5,128	5,128 $101,000

Others Institutions Holding MMD

# of Institutions

69

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.15M
Shares

$18.1 Million
0.43% of portfolio
Morgan Stanley New York, NY

814K
Shares

$12.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

738K
Shares

$11.6 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

692K
Shares

$10.8 Million
0.0% of portfolio
Almitas Capital LLC Santa Monica, CA

587K
Shares

$9.19 Million
4.62% of portfolio

About MainStay MacKay DefinedTerm Municipal Opportunities Fund

Ticker MMD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MainStay DefinedTerm Municipal Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by New York Life Investment Management LLC. The fund is co-managed by MacKay Shields LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds which are exempt fr...

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