Syverson Strege & CO Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Syverson Strege & CO

$274 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$16.88 - $19.15 $22,754 - $25,814	1,348 Added 27.32%	6,283 $114,000
Q1 2022 Apr 13, 2022	BUY	$18.4 - $21.43 $46,662 - $54,346	2,536 Added 105.71%	4,935 $93,000
Q4 2020 Feb 03, 2021	BUY	$20.44 - $21.94 $49,035 - $52,634	2,399 New	2,399 $52,000

Others Institutions Holding MMD

# of Institutions

73

Shares Held

7.59M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

864K
Shares

$14.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

843K
Shares

$14.2 Million
0.0% of portfolio
Sit Investment Associates Inc Minneapolis, MN

832K
Shares

$14 Million
0.32% of portfolio
Almitas Capital LLC Santa Monica, CA

500K
Shares

$8.44 Million
3.59% of portfolio
Jane Street Group, LLC New York, NY

422K
Shares

$7.11 Million
0.01% 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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