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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
240K+ 200.21% |
$3.51M - $3.8M
|
360K
$5.14M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 53.19% |
$118K - $128K
|
23.3K
$333K
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.47K+ 32.72% |
$65.3K - $70.8K
|
18.1K
$259K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 99900.0% |
$29.2K - $31.6K
|
2K
$28.5K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 0.62% |
$7.95K - $8.61K
|
87.8K
$1.25M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
191+ 1.01% |
$2.79K - $3.02K
|
19K
$272K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 0.38% |
$2.19K - $2.37K
|
40.2K
$573K
|
|
Q4 2024 | |||||||
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$3.23M - $3.75M
|
222K
$3.16M
|
|
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
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
89.4KNew |
$1.3M - $1.51M
|
89.4K
$1.28M
|
|
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
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
81.4KNew |
$1.19M - $1.38M
|
81.4K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56.3KNew |
$822K - $954K
|
56.3K
$804K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 44.49% |
$748K - $868K
|
167K
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 36.59% |
$521K - $605K
|
133K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$346K - $401K
|
23.7K
$338K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
21.9KNew |
$320K - $371K
|
21.9K
$313K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.7KNew |
$317K - $368K
|
21.7K
$310K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
20.6KNew |
$300K - $349K
|
20.6K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.5KNew |
$241K - $279K
|
16.5K
$235K
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14.3KNew |
$209K - $243K
|
14.3K
$205K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$185K - $215K
|
12.7K
$181K
|
|
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
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$68.3K - $79.3K
|
4.68K
$66.8K
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.98K+ 19.19% |
$58.1K - $67.4K
|
24.7K
$353K
|
|
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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.25% |
$16.3K - $18.9K
|
35.4K
$505K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.09K+ 4.04% |
$15.9K - $18.5K
|
28.1K
$401K
|
|
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
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.12% |
$336 - $389
|
2.07K
$29.6K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322K+ 38.7% |
$5.28M - $5.45M
|
1.15M
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
86.3K+ 17.25% |
$1.41M - $1.46M
|
587K
$8.37M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$202K - $208K
|
12.3K
$176K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 37.05% |
$166K - $171K
|
37.4K
$534K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.11K+ 19.13% |
$133K - $137K
|
50.5K
$720K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 9.52% |
$119K - $123K
|
83.4K
$1.19M
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.64KNew |
$109K - $112K
|
6.64K
$94.8K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 30.33% |
$99.1K - $102K
|
26K
$371K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$16.4K - $16.9K
|
1K
$14.3K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
170+ 1.01% |
$2.78K - $2.88K
|
17.1K
$244K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.05% |
$1.05K - $1.08K
|
116K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.42% |
$573 - $592
|
8.31K
$119K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$557 - $575
|
16.2K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$98.3 - $102
|
19.8K
$283K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
323KNew |
$5.17M - $5.36M
|
323K
$4.61M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$937K - $971K
|
58.6K
$836K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$167K - $173K
|
10.4K
$149K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6K+ 42.86% |
$95.9K - $99.5K
|
20K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 12.66% |
$80K - $82.9K
|
44.5K
$635K
|