A detailed history of Stratos Wealth Partners, Ltd. transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 26,005 shares of MMD stock, worth $386,694. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,005
Previous 19,953 30.33%
Holding current value
$386,694
Previous $330,000 32.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$16.38 - $16.92 $99,131 - $102,399
6,052 Added 30.33%
26,005 $438,000
Q2 2024

Jul 24, 2024

BUY
$15.99 - $16.58 $122,019 - $126,521
7,631 Added 61.93%
19,953 $330,000
Q1 2024

Apr 16, 2024

SELL
$16.12 - $16.74 $60,240 - $62,557
-3,737 Reduced 23.27%
12,322 $201,000
Q4 2023

Jan 24, 2024

BUY
$14.35 - $16.29 $230,446 - $261,601
16,059 New
16,059 $260,000
Q1 2021

Apr 27, 2021

SELL
$21.25 - $22.55 $546,125 - $579,535
-25,700 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$20.47 - $21.22 $491,259 - $509,258
-23,999 Reduced 100.0%
1 $539,000
Q3 2019

Nov 12, 2019

BUY
$20.47 - $21.22 $526,058 - $545,332
25,699 Added 2569900.0%
25,700 $539,000
Q2 2018

Aug 13, 2018

SELL
$18.76 - $19.68 $15,946 - $16,728
-850 Reduced 3.42%
24,000 $465,000
Q1 2018

May 10, 2018

SELL
$18.58 - $20.02 $170,006 - $183,183
-9,150 Reduced 26.91%
24,850 $468,000
Q4 2017

Feb 09, 2018

SELL
$19.21 - $20.23 $16,328 - $17,195
-850 Reduced 2.44%
34,000 $674,000
Q3 2017

Nov 07, 2017

BUY
$19.98 - $20.36 $696,303 - $709,546
34,850
34,850 $699,000

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
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.