A detailed history of New Edge Wealth, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, New Edge Wealth, LLC holds 26,839 shares of MMD stock, worth $413,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,839
Previous 28,339 5.29%
Holding current value
$413,052
Previous $469,000 3.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$16.38 - $16.92 $24,570 - $25,380
-1,500 Reduced 5.29%
26,839 $452,000
Q1 2024

May 06, 2024

SELL
$16.12 - $16.74 $68,816 - $71,463
-4,269 Reduced 13.09%
28,339 $463,000
Q4 2023

Jan 29, 2024

SELL
$14.35 - $16.29 $14,507 - $16,469
-1,011 Reduced 3.01%
32,608 $529,000
Q3 2023

Nov 08, 2023

BUY
$15.36 - $17.09 $63,482 - $70,632
4,133 Added 14.02%
33,619 $535,000
Q1 2023

May 08, 2023

SELL
$16.4 - $18.02 $25,141 - $27,624
-1,533 Reduced 4.94%
29,486 $512,000
Q4 2022

Feb 14, 2023

BUY
$15.16 - $16.94 $182,723 - $204,177
12,053 Added 63.55%
31,019 $498,000
Q3 2022

Nov 14, 2022

BUY
$15.58 - $18.97 $295,490 - $359,785
18,966 New
18,966 $295,000

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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