Institutional Ownership Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This table provides information about the institutional ownership of Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 4.31 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
540,641
shares
|
$8.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
308,432
shares
|
$4.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,062
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
238,404
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
221,712
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
200,999
shares
|
$3.05 Million
0.3% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
168,899
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
166,577
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 44.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
144,801
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
133,435
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
119,911
shares
|
$1.82 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,446
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
92,647
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
89,443
shares
|
$1.36 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
89,347
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
88,062
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
87,242
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
82,017
shares
|
$1.24 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,363
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
78,809
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 57.12%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
75,897
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
56,328
shares
|
$854,495
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,760
shares
|
$785,199
0.41% of portfolio
|
Q3 2023
Added 13.48%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
47,546
shares
|
$721,272
0.07% of portfolio
|
Q4 2024
Reduced 64.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
41,871
shares
|
$635,183
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|