Latest Institutional Transactions on Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This table provides information on the latest institutional transactions involving Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
191+ 1.01% |
$2.79K - $3.02K
|
19K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 53.19% |
$118K - $128K
|
23.3K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 0.38% |
$2.19K - $2.37K
|
40.2K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 73.33% |
$20.1K - $21.8K
|
500
$7.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 0.62% |
$7.95K - $8.61K
|
87.8K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-385- 1.23% |
$5.62K - $6.09K
|
31K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
240K+ 200.21% |
$3.51M - $3.8M
|
360K
$5.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 99900.0% |
$29.2K - $31.6K
|
2K
$28.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.7K- 99.24% |
$434K - $470K
|
228
$3.25K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.47K+ 32.72% |
$65.3K - $70.8K
|
18.1K
$259K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-124K- 42.36% |
$1.81M - $2.1M
|
169K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 3.53% |
$72K - $83.5K
|
145K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 44.49% |
$748K - $868K
|
167K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-430K- 58.22% |
$6.27M - $7.28M
|
308K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
81.4KNew |
$1.19M - $1.38M
|
81.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-782- 1.02% |
$11.4K - $13.2K
|
75.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273K- 33.59% |
$3.99M - $4.63M
|
541K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-60K- 22.98% |
$875K - $1.02M
|
201K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$346K - $401K
|
23.7K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
82KNew |
$1.2M - $1.39M
|
82K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-681K- 98.48% |
$9.94M - $11.5M
|
10.5K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$68.3K - $79.3K
|
4.68K
$66.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.92K- 16.7% |
$101K - $117K
|
34.5K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.78K- 25.36% |
$99K - $115K
|
20K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$185K - $215K
|
12.7K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 36.59% |
$521K - $605K
|
133K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.69K- 13.77% |
$97.5K - $113K
|
41.9K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.5KNew |
$241K - $279K
|
16.5K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-66K- 74.32% |
$963K - $1.12M
|
22.8K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56.3KNew |
$822K - $954K
|
56.3K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.25% |
$16.3K - $18.9K
|
35.4K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.7KNew |
$317K - $368K
|
21.7K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.77K- 50.0% |
$128K - $148K
|
8.77K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.68K- 3.9% |
$141K - $164K
|
238K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 3.36% |
$17.5K - $20.3K
|
34.5K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6KNew |
$1.35M - $1.57M
|
92.6K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14.3KNew |
$209K - $243K
|
14.3K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 57.12% |
$1.53M - $1.78M
|
78.8K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198- 0.66% |
$2.89K - $3.35K
|
29.9K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
89.4KNew |
$1.3M - $1.51M
|
89.4K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 8.68% |
$14.9K - $17.2K
|
12.8K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-35.4K- 28.69% |
$517K - $600K
|
88.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.12% |
$336 - $389
|
2.07K
$29.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.38K+ 3.93% |
$49.3K - $57.2K
|
89.3K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.98K+ 19.19% |
$58.1K - $67.4K
|
24.7K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 0.85% |
$4.38K - $5.08K
|
35K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$3.23M - $3.75M
|
222K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 14.43% |
$82.6K - $95.8K
|
33.6K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
21.9KNew |
$320K - $371K
|
21.9K
$313K
|
|