Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222KNew |
$3.23M - $3.75M
|
222K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
120KNew |
$1.75M - $2.03M
|
120K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.6KNew |
$1.35M - $1.57M
|
92.6K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
89.4KNew |
$1.3M - $1.51M
|
89.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
87.2KNew |
$1.27M - $1.48M
|
87.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
82KNew |
$1.2M - $1.39M
|
82K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
81.4KNew |
$1.19M - $1.38M
|
81.4K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56.3KNew |
$822K - $954K
|
56.3K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 44.49% |
$748K - $868K
|
167K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40KNew |
$584K - $677K
|
40K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.7K+ 36.59% |
$521K - $605K
|
133K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.9KNew |
$437K - $507K
|
29.9K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$346K - $401K
|
23.7K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
21.9KNew |
$320K - $371K
|
21.9K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.7KNew |
$317K - $368K
|
21.7K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
20.6KNew |
$300K - $349K
|
20.6K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.5KNew |
$241K - $279K
|
16.5K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14.3KNew |
$209K - $243K
|
14.3K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13.7KNew |
$199K - $231K
|
13.7K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$185K - $215K
|
12.7K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 3.53% |
$72K - $83.5K
|
145K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$68.3K - $79.3K
|
4.68K
$72.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.98K+ 19.19% |
$58.1K - $67.4K
|
24.7K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.38K+ 3.93% |
$49.3K - $57.2K
|
89.3K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.08K+ 12.41% |
$30.4K - $35.2K
|
18.8K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.25% |
$16.3K - $18.9K
|
35.4K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.09K+ 4.04% |
$15.9K - $18.5K
|
28.1K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 8.68% |
$14.9K - $17.2K
|
12.8K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.12% |
$336 - $389
|
2.07K
$32.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198- 0.66% |
$2.89K - $3.35K
|
29.9K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 0.85% |
$4.38K - $5.08K
|
35K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-498- 1.56% |
$7.27K - $8.43K
|
31.4K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-782- 1.02% |
$11.4K - $13.2K
|
75.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 3.36% |
$17.5K - $20.3K
|
34.5K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2K- 99.9% |
$29.2K - $33.8K
|
2
$30.9
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.77K- 18.84% |
$69.6K - $80.8K
|
20.6K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5KClosed |
$73K - $84.7K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 14.43% |
$82.6K - $95.8K
|
33.6K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.69K- 13.77% |
$97.5K - $113K
|
41.9K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.78K- 25.36% |
$99K - $115K
|
20K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.92K- 16.7% |
$101K - $117K
|
34.5K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.77K- 50.0% |
$128K - $148K
|
8.77K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.68K- 3.9% |
$141K - $164K
|
238K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.84K- 39.25% |
$144K - $167K
|
15.2K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.4K- 50.11% |
$196K - $228K
|
13.4K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21.1KClosed |
$308K - $357K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-35.4K- 28.69% |
$517K - $600K
|
88.1K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-60K- 22.98% |
$875K - $1.02M
|
201K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-66K- 74.32% |
$963K - $1.12M
|
22.8K
$353K
|