Latest Institutional Purchases of Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This list provides information on the latest institutional transactions involving Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
219K+ 45.42% |
$3.16M - $3.38M
|
701K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
129K+ 44.19% |
$1.86M - $1.99M
|
420K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.2K+ 13.19% |
$955K - $1.02M
|
568K
$8.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7KNew |
$299K - $319K
|
20.7K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
16KNew |
$231K - $247K
|
16K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.2KNew |
$219K - $234K
|
15.2K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 50.0% |
$217K - $232K
|
45K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.1KNew |
$175K - $187K
|
12.1K
$183K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12K+ 34.35% |
$173K - $185K
|
46.9K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.93K+ 24.48% |
$143K - $153K
|
50.5K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.35K+ 7.04% |
$121K - $129K
|
127K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
7K+ 41.65% |
$101K - $108K
|
23.8K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.22K+ 22.29% |
$75.4K - $80.7K
|
28.7K
$432K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.03K+ 26.84% |
$58.1K - $62.2K
|
19K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.76K+ 11.59% |
$39.8K - $42.6K
|
26.6K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 2.78% |
$17.5K - $18.7K
|
44.9K
$676K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.19K+ 2.46% |
$17.2K - $18.4K
|
49.6K
$747K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.07K+ 8.84% |
$15.5K - $16.6K
|
13.2K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
920New |
$13.3K - $14.2K
|
920
$13.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
500+ 1.23% |
$7.22K - $7.72K
|
41K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
270+ 0.84% |
$3.9K - $4.17K
|
32.3K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 0.24% |
$823 - $880
|
24K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
14New |
$202 - $216
|
14
$211
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
5+ 0.02% |
$72.2 - $77.2
|
28.5K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.01% |
$43.3 - $46.3
|
26.3K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1New |
$14.4 - $15.4
|
1
$15.1
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30KNew |
$421K - $455K
|
30K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.3K+ 193.35% |
$341K - $368K
|
36.9K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 48.67% |
$135K - $146K
|
29.4K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$8.41K - $9.09K
|
600
$9.04K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
300+ 2.8% |
$4.21K - $4.55K
|
11K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$346K - $375K
|
23.7K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20KNew |
$292K - $317K
|
20K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.1KNew |
$177K - $192K
|
12.1K
$183K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 99900.0% |
$29.2K - $31.6K
|
2K
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 11.81% |
$22K - $23.8K
|
14.3K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
745New |
$10.9K - $11.8K
|
745
$11.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 0.38% |
$2.19K - $2.37K
|
40.2K
$605K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$346K - $401K
|
23.7K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.5KNew |
$241K - $279K
|
16.5K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$185K - $215K
|
12.7K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$68.3K - $79.3K
|
4.68K
$70.5K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322K+ 38.7% |
$5.28M - $5.45M
|
1.15M
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
86.3K+ 17.25% |
$1.41M - $1.46M
|
587K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$202K - $208K
|
12.3K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 37.05% |
$166K - $171K
|
37.4K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 9.52% |
$119K - $123K
|
83.4K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 30.33% |
$99.1K - $102K
|
26K
$392K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$16.4K - $16.9K
|
1K
$15.1K
|
|