Creative Planning Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Creative Planning

$129 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$16.88 - $19.15 $243,494 - $276,238	-14,425 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$18.4 - $21.43 $2,980 - $3,471	162 Added 1.14%	14,425 $270,000
Q4 2021 Feb 11, 2022	BUY	$20.66 - $21.8 $294,673 - $310,933	14,263 New	14,263 $311,000

Others Institutions Holding MMD

# of Institutions

72

Shares Held

5.19M

Call Options Held

0

Put Options Held

0

Hennion & Walsh Asset Management, Inc.

701K
Shares

$10.5 Million
0.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

568K
Shares

$8.55 Million
0.0% of portfolio
Morgan Stanley New York, NY

538K
Shares

$8.1 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

420K
Shares

$6.33 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

292K
Shares

$4.4 Million
0.0% of portfolio

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...

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