Iht Wealth Management, LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$18.76 - $19.68 $89,860 - $94,267	-4,790 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	$19.21 - $20.23 $23,052 - $24,276	-1,200 Reduced 20.03%	4,790 $96,000
Q3 2017 Nov 14, 2017	BUY	$19.98 - $20.36 $119,680 - $121,956	5,990	5,990 $120,000

Others Institutions Holding MMD

# of Institutions

70

Shares Held

7.45M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.15M
Shares

$18.4 Million
0.43% of portfolio
Morgan Stanley New York, NY

814K
Shares

$12.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

738K
Shares

$11.7 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

692K
Shares

$11 Million
0.0% of portfolio
Almitas Capital LLC Santa Monica, CA

587K
Shares

$9.33 Million
4.62% 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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