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 72 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $78.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
41,045
shares
|
$618,137
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
32,407
shares
|
$488,049
0.02% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,299
shares
|
$486,422
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
31,955
shares
|
$481,242
0.04% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
30,996
shares
|
$466,799
0.38% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$451,800
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
28,661
shares
|
$431,634
0.0% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
28,460
shares
|
$428,607
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,560
shares
|
$399,993
0.0% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
26,420
shares
|
$397,885
0.07% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
26,283
shares
|
$395,821
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
25,319
shares
|
$381,304
0.02% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,966
shares
|
$360,927
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
23,807
shares
|
$358,533
0.01% of portfolio
|
Q3 2025
Added 41.65%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
22,924
shares
|
$345,235
0.02% of portfolio
|
Q3 2025
Reduced 50.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,283
shares
|
$335,581
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,675
shares
|
$311,365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
20,000
shares
|
$301,200
0.03% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
19,026
shares
|
$286,531
0.01% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,978
shares
|
$270,748
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
17,359
shares
|
$261,426
0.18% of portfolio
|
Q4 2025
Added 8.36%
|
|
|
Integrated Capital Management, Inc.
|
Jan 08, 2026 Q4 2025 |
17,213
shares
|
$259,227
0.19% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
16,177
shares
|
$243,625
0.08% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,772
shares
|
$237,526
0.0% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,664
shares
|
$235,899
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|