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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
40,000
shares
|
$606,800
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
35,371
shares
|
$536,578
0.01% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,012
shares
|
$531,132
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
34,525
shares
|
$523,744
0.11% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
34,507
shares
|
$523,471
0.02% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
33,563
shares
|
$509,150
0.0% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
31,381
shares
|
$476,049
0.39% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
29,925
shares
|
$453,962
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,919
shares
|
$453,871
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
28,114
shares
|
$426,489
0.15% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
24,741
shares
|
$375,320
0.08% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
23,700
shares
|
$359,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,819
shares
|
$346,164
0.0% of portfolio
|
Q4 2024
Reduced 74.32%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
21,942
shares
|
$332,860
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
21,713
shares
|
$329,386
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
20,592
shares
|
$312,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
20,552
shares
|
$311,773
0.1% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
20,000
shares
|
$303,400
0.03% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,968
shares
|
$302,914
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
18,849
shares
|
$285,939
0.02% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,978
shares
|
$272,726
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
16,486
shares
|
$250,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,233
shares
|
$231,084
0.0% of portfolio
|
Q4 2024
Reduced 39.25%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
14,333
shares
|
$217,431
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
14,014
shares
|
$212,592
0.04% of portfolio
|
Q4 2022
New holding
|