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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
13,664
shares
|
$207,282
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
13,390
shares
|
$203,126
0.0% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,750
shares
|
$193,417
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
12,670
shares
|
$192,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$169,266
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,549
shares
|
$160,028
0.0% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8,765
shares
|
$132,965
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$106,190
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,682
shares
|
$71,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,910
shares
|
$59,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,074
shares
|
$31,462
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$30,340
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,875
shares
|
$28,443
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$15,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$15,170
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$9,102
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$30
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|