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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4KNew |
$269K - $287K
|
16.4K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.58KNew |
$25.9K - $27.5K
|
1.58K
$24.7K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14.8K- 56.76% |
$242K - $266K
|
11.2K
$176K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25KNew |
$53.3K - $58.6K
|
3.25K
$50.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-460- 43.4% |
$7.54K - $8.29K
|
600
$9.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5K- 28.57% |
$82K - $90.1K
|
12.5K
$196K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$215K - $241K
|
14.2K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$200K - $224K
|
13.2K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.1KNew |
$380K - $425K
|
25.1K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.4KNew |
$158K - $176K
|
10.4K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
24.8KNew |
$376K - $420K
|
24.8K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.4KNew |
$127K - $142K
|
8.4K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14KNew |
$212K - $237K
|
14K
$219K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-24.4K- 65.24% |
$370K - $413K
|
13K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
883New |
$13.4K - $15K
|
883
$13.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 1.47% |
$2.32K - $2.83K
|
10.3K
$161K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
55KNew |
$856K - $1.04M
|
55K
$861K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1KNew |
$15.6K - $19K
|
1K
$15.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-670Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-576Closed |
$9.72K - $11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4KClosed |
$243K - $276K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.38K- 30.24% |
$90.8K - $103K
|
12.4K
$194K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.35K+ 27.32% |
$22.8K - $25.8K
|
6.28K
$98.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-16K- 15.87% |
$270K - $306K
|
84.7K
$1.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
11.3KNew |
$191K - $216K
|
11.3K
$177K
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-80Closed |
$1.47K - $1.71K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.8KClosed |
$254K - $296K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-48.9KClosed |
$899K - $1.05M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.72KClosed |
$97.5K - $103K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$41.3K - $43.6K
|
2K
$31.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-400Closed |
$8.26K - $8.72K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
667New |
$14.4K - $15.4K
|
667
$10.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7Closed |
$152 - $162
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$217K - $232K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
97New |
$2.1K - $2.25K
|
97
$1.52K
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.2KClosed |
$223K - $233K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.95KClosed |
$64.9K - $67.7K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.33KClosed |
$117K - $122K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.8KClosed |
$271K - $288K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.18KClosed |
$131K - $139K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
SELL
|
- |
-19.3KClosed |
$410K - $435K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.93KNew |
$62.2K - $66K
|
2.93K
$45.8K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-500Closed |
$10.2K - $11K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
853New |
$17.4K - $18.7K
|
853
$13.4K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.06KClosed |
$21.7K - $23.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-5.2KClosed |
$106K - $113K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.73KClosed |
$157K - $168K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.29KClosed |
$41.9K - $48.1K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.31KClosed |
$24.1K - $27.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1KClosed |
$16.9K - $22.5K
|
0
$0
|
|