Sovereign Financial Group, Inc. Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History
Sovereign Financial Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 14,993 shares of MMD stock, worth $246,934. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,993
Previous 14,870
0.83%
Holding current value
$246,934
Previous $241,000
1.66%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding MMD
# of Institutions
77Shares Held
6.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC904KShares$14.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY872KShares$14.4 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN714KShares$11.8 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL279KShares$4.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA268KShares$4.42 Million0.0% 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...