A detailed history of Brandywine Oak Private Wealth LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 14,000 shares of MMD stock, worth $230,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,000
Previous 14,400 2.78%
Holding current value
$230,579
Previous $234,000 2.56%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$16.12 - $16.74 $6,448 - $6,695
-400 Reduced 2.78%
14,000 $228,000
Q2 2023

Aug 11, 2023

BUY
$16.42 - $17.47 $24,630 - $26,205
1,500 Added 11.63%
14,400 $245,000
Q1 2023

May 10, 2023

SELL
$16.4 - $18.02 $61,499 - $67,575
-3,750 Reduced 22.52%
12,900 $224,000
Q4 2022

Feb 06, 2023

SELL
$15.16 - $16.94 $7,580 - $8,470
-500 Reduced 2.92%
16,650 $267,000
Q3 2022

Nov 10, 2022

SELL
$15.58 - $18.97 $253,954 - $309,211
-16,300 Reduced 48.73%
17,150 $267,000
Q2 2022

Jul 22, 2022

SELL
$16.88 - $19.15 $705,584 - $800,469
-41,800 Reduced 55.55%
33,450 $606,000
Q1 2022

May 02, 2022

SELL
$18.4 - $21.43 $384,431 - $447,736
-20,893 Reduced 21.73%
75,250 $1.41 Million
Q4 2021

Feb 07, 2022

BUY
$20.66 - $21.8 $103,754 - $109,479
5,022 Added 5.51%
96,143 $2.09 Million
Q3 2021

Oct 18, 2021

BUY
$21.65 - $23.15 $228,104 - $243,908
10,536 Added 13.07%
91,121 $2 Million
Q2 2021

Aug 09, 2021

BUY
$22.0 - $22.94 $1.77 Million - $1.85 Million
80,585 New
80,585 $1.8 Million

Others Institutions Holding MMD

About MainStay MacKay DefinedTerm Municipal Opportunities Fund


  • Ticker MMD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MainStay DefinedTerm Municipal Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by New York Life Investment Management LLC. The fund is co-managed by MacKay Shields LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds which are exempt fr...
More about MMD
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.