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 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
6.15K+ 13.48% |
$94.5K - $105K
|
51.8K
$770K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2KNew |
$30.7K - $34.2K
|
2K
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$28.8K - $32K
|
1.88K
$27.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$18.4K - $20.5K
|
1.2K
$17.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
253+ 0.83% |
$3.89K - $4.32K
|
30.8K
$458K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.2% |
$338 - $376
|
11.2K
$166K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4KNew |
$269K - $287K
|
16.4K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.58KNew |
$25.9K - $27.5K
|
1.58K
$23.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$16.4K - $17.5K
|
1K
$14.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$3.28K - $3.49K
|
200
$2.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 1.34% |
$82.1 - $87.4
|
377
$5.61K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25KNew |
$53.3K - $58.6K
|
3.25K
$48.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.1KNew |
$380K - $425K
|
25.1K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
24.8KNew |
$376K - $420K
|
24.8K
$369K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$215K - $241K
|
14.2K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14KNew |
$212K - $237K
|
14K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$200K - $224K
|
13.2K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.4KNew |
$158K - $176K
|
10.4K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.4KNew |
$127K - $142K
|
8.4K
$125K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
883New |
$13.4K - $15K
|
883
$13.1K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
55KNew |
$856K - $1.04M
|
55K
$817K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1KNew |
$15.6K - $19K
|
1K
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 1.47% |
$2.32K - $2.83K
|
10.3K
$153K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
11.3KNew |
$191K - $216K
|
11.3K
$168K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.35K+ 27.32% |
$22.8K - $25.8K
|
6.28K
$93.4K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$41.3K - $43.6K
|
2K
$29.7K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
667New |
$14.4K - $15.4K
|
667
$9.92K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
97New |
$2.1K - $2.25K
|
97
$1.44K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.93KNew |
$62.2K - $66K
|
2.93K
$43.5K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
853New |
$17.4K - $18.7K
|
853
$12.7K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13KNew |
$248K - $259K
|
13K
$193K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.8KNew |
$283K - $299K
|
14.8K
$219K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25KNew |
$24K - $25.3K
|
1.25K
$18.6K
|
|
| Q2 2015 | |||||||
|
Sep 22, 2017
Q2 2015
|
Allen Investment Management LLC
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$272K
|
|