A detailed history of Legacy Financial Strategies, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 12,546 shares of MMD stock, worth $186,809. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,546
Previous 17,445 28.08%
Holding current value
$186,809
Previous $289,000 26.99%
% of portfolio
0.05%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$16.38 - $16.92 $80,245 - $82,891
-4,899 Reduced 28.08%
12,546 $211,000
Q2 2024

Jul 10, 2024

BUY
$15.99 - $16.58 $88,584 - $91,853
5,540 Added 46.54%
17,445 $289,000
Q1 2024

Apr 10, 2024

SELL
$16.12 - $16.74 $18,860 - $19,585
-1,170 Reduced 8.95%
11,905 $194,000
Q4 2023

Feb 01, 2024

SELL
$14.35 - $16.29 $183,723 - $208,560
-12,803 Reduced 49.47%
13,075 $212,000
Q3 2023

Nov 13, 2023

SELL
$15.36 - $17.09 $262,947 - $292,563
-17,119 Reduced 39.81%
25,878 $412,000
Q2 2023

Jul 28, 2023

BUY
$16.42 - $17.47 $7,536 - $8,018
459 Added 1.08%
42,997 $733,000
Q1 2023

May 10, 2023

BUY
$16.4 - $18.02 $58,974 - $64,799
3,596 Added 9.23%
42,538 $739,000
Q4 2022

Feb 15, 2023

SELL
$15.16 - $16.94 $242,696 - $271,192
-16,009 Reduced 29.13%
38,942 $625,000
Q3 2022

Nov 08, 2022

SELL
$15.58 - $18.97 $103,420 - $125,922
-6,638 Reduced 10.78%
54,951 $856,000
Q2 2022

Aug 09, 2022

BUY
$16.88 - $19.15 $47,618 - $54,022
2,821 Added 4.8%
61,589 $1.12 Million
Q1 2022

May 06, 2022

SELL
$18.4 - $21.43 $254,692 - $296,634
-13,842 Reduced 19.06%
58,768 $1.1 Million
Q4 2021

Jan 31, 2022

BUY
$20.66 - $21.8 $141,459 - $149,264
6,847 Added 10.41%
72,610 $1.58 Million
Q3 2021

Nov 15, 2021

BUY
$21.65 - $23.15 $58,671 - $62,736
2,710 Added 4.3%
65,763 $1.44 Million
Q2 2021

Aug 02, 2021

BUY
$22.0 - $22.94 $73,788 - $76,940
3,354 Added 5.62%
63,053 $1.41 Million
Q1 2021

May 07, 2021

BUY
$21.25 - $22.55 $111,562 - $118,387
5,250 Added 9.64%
59,699 $1.32 Million
Q4 2020

Feb 04, 2021

BUY
$20.44 - $21.94 $97,396 - $104,544
4,765 Added 9.59%
54,449 $1.19 Million
Q3 2020

Nov 03, 2020

BUY
$20.36 - $21.8 $111,735 - $119,638
5,488 Added 12.42%
49,684 $1.03 Million
Q2 2020

Aug 14, 2020

BUY
$18.31 - $21.01 $112,093 - $128,623
6,122 Added 16.08%
44,196 $900,000
Q1 2020

May 04, 2020

BUY
$16.9 - $22.5 $20,651 - $27,495
1,222 Added 3.32%
38,074 $732,000
Q4 2019

Jan 27, 2020

BUY
$20.44 - $21.4 $309,318 - $323,846
15,133 Added 69.68%
36,852 $775,000
Q2 2019

Jul 15, 2019

BUY
$20.1 - $20.95 $122,529 - $127,711
6,096 Added 39.02%
21,719 $449,000
Q1 2019

May 08, 2019

SELL
$19.3 - $20.32 $10,943 - $11,521
-567 Reduced 3.5%
15,623 $317,000
Q4 2018

Feb 15, 2019

BUY
$19.06 - $19.96 $29,867 - $31,277
1,567 Added 10.72%
16,190 $316,000
Q3 2018

Nov 14, 2018

BUY
$19.2 - $20.27 $28,665 - $30,263
1,493 Added 11.37%
14,623 $283,000
Q2 2018

Aug 14, 2018

BUY
$18.76 - $19.68 $246,318 - $258,398
13,130 New
13,130 $255,000

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
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