A detailed history of Summit Financial Wealth Advisors, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 51,996 shares of MMD stock, worth $853,254. This represents 0.19% of its overall portfolio holdings.

Number of Shares
51,996
Previous 56,688 8.28%
Holding current value
$853,254
Previous $921,000 7.71%
% of portfolio
0.19%
Previous 0.24%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$16.12 - $16.74 $75,635 - $78,544
-4,692 Reduced 8.28%
51,996 $850,000
Q4 2023

Jan 19, 2024

SELL
$14.35 - $16.29 $28,700 - $32,580
-2,000 Reduced 3.41%
56,688 $921,000
Q3 2023

Nov 13, 2023

SELL
$15.36 - $17.09 $18,554 - $20,644
-1,208 Reduced 2.02%
58,688 $934,000
Q2 2023

Jul 12, 2023

SELL
$16.42 - $17.47 $58,685 - $62,437
-3,574 Reduced 5.63%
59,896 $1.02 Million
Q4 2022

Jan 17, 2023

SELL
$15.16 - $16.94 $14,402 - $16,093
-950 Reduced 1.47%
63,470 $0
Q3 2022

Oct 28, 2022

BUY
$15.58 - $18.97 $20,254 - $24,661
1,300 Added 2.06%
64,420 $1 Million
Q2 2022

Jul 26, 2022

SELL
$16.88 - $19.15 $136,728 - $155,115
-8,100 Reduced 11.37%
63,120 $1.18 Million
Q1 2022

May 06, 2022

BUY
$18.4 - $21.43 $12,861 - $14,979
699 Added 0.99%
71,220 $1.34 Million
Q4 2021

Jan 12, 2022

BUY
$20.66 - $21.8 $90,387 - $95,375
4,375 Added 6.61%
70,521 $1.5 Million
Q3 2021

Nov 05, 2021

BUY
$21.65 - $23.15 $19,485 - $20,835
900 Added 1.38%
66,146 $1.45 Million
Q2 2021

Aug 09, 2021

BUY
$22.0 - $22.94 $296,912 - $309,598
13,496 Added 26.08%
65,246 $1.46 Million
Q1 2021

Apr 23, 2021

SELL
$21.25 - $22.55 $42,500 - $45,100
-2,000 Reduced 3.72%
51,750 $1.13 Million
Q4 2020

Jan 11, 2021

SELL
$20.44 - $21.94 $232,423 - $249,479
-11,371 Reduced 17.46%
53,750 $1.11 Million
Q3 2020

Nov 09, 2020

BUY
$20.36 - $21.8 $81,440 - $87,200
4,000 Added 6.54%
65,121 $1.37 Million
Q2 2020

Jul 16, 2020

SELL
$18.31 - $21.01 $43,028 - $49,373
-2,350 Reduced 3.7%
61,121 $1.27 Million
Q1 2020

Apr 29, 2020

BUY
$16.9 - $22.5 $101,399 - $135,000
6,000 Added 10.44%
63,471 $1.17 Million
Q4 2019

Jan 28, 2020

BUY
$20.44 - $21.4 $20,440 - $21,400
1,000 Added 1.77%
57,471 $1.25 Million
Q3 2019

Nov 05, 2019

BUY
$20.47 - $21.22 $40,346 - $41,824
1,971 Added 3.62%
56,471 $1.17 Million
Q2 2019

Jul 16, 2019

BUY
$20.1 - $20.95 $276,375 - $288,062
13,750 Added 33.74%
54,500 $1.14 Million
Q1 2019

May 01, 2019

BUY
$19.3 - $20.32 $67,550 - $71,120
3,500 Added 9.4%
40,750 $830,000
Q4 2018

Feb 01, 2019

BUY
$19.06 - $19.96 $24,778 - $25,948
1,300 Added 3.62%
37,250 $727,000
Q3 2018

Oct 22, 2018

SELL
$19.2 - $20.27 $13,440 - $14,189
-700 Reduced 1.91%
35,950 $691,000
Q1 2018

Apr 09, 2018

BUY
$18.58 - $20.02 $391,108 - $421,421
21,050 Added 134.94%
36,650 $690,000
Q1 2018

Apr 06, 2018

SELL
$18.58 - $20.02 $381,818 - $411,411
-20,550 Reduced 56.85%
15,600 $294,000
Q4 2017

Feb 05, 2018

BUY
$19.21 - $20.23 $184,416 - $194,208
9,600 Added 36.16%
36,150 $717,000
Q3 2017

Nov 06, 2017

SELL
$19.98 - $20.36 $65,934 - $67,188
-3,300 Reduced 11.06%
26,550 $533,000
Q2 2017

Aug 14, 2017

BUY
N/A
29,850
29,850 $587,000

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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