Cary Street Partners Investment Advisory LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$16.42 - $17.47 $16,420 - $17,470	1,000 New	1,000 $17,000

Others Institutions Holding MMD

# of Institutions

Shares Held

6.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

904K
Shares

$14.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

872K
Shares

$14.4 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

714K
Shares

$11.8 Million
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

279K
Shares

$4.62 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

268K
Shares

$4.43 Million
0.0% of portfolio

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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

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