A detailed history of Kestra Advisory Services, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 83,369 shares of MMD stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
83,369
Previous 76,119 9.52%
Holding current value
$1.24 Million
Previous $1.26 Million 11.33%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$16.38 - $16.92 $118,755 - $122,670
7,250 Added 9.52%
83,369 $1.41 Million
Q2 2024

Aug 14, 2024

BUY
$15.99 - $16.58 $1.22 Million - $1.26 Million
76,119 New
76,119 $1.26 Million
Q4 2021

Jan 20, 2022

SELL
$20.66 - $21.8 $1.9 Million - $2 Million
-91,866 Closed
0 $0
Q3 2021

Oct 19, 2021

BUY
$21.65 - $23.15 $1.99 Million - $2.13 Million
91,866 New
91,866 $2.01 Million
Q2 2021

Jul 28, 2021

SELL
$22.0 - $22.94 $621,522 - $648,077
-28,251 Closed
0 $0
Q1 2021

May 10, 2021

SELL
$21.25 - $22.55 $2.05 Million - $2.17 Million
-96,247 Reduced 77.31%
28,251 $626,000
Q4 2020

Jan 20, 2021

BUY
$20.44 - $21.94 $1.87 Million - $2.01 Million
91,622 Added 278.69%
124,498 $2.72 Billion
Q3 2020

Nov 12, 2020

BUY
$20.36 - $21.8 $669,355 - $716,696
32,876 New
32,876 $681 Million

Others Institutions Holding MMD

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...
More about MMD
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