Wealth Shield Partners, LLC Main Stay Mac Kay Defined Term Municipal Opportunities Fund Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$21.25 - $22.55 $271,490 - $288,098	-12,776 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$20.44 - $21.94 $756 - $811	37 Added 0.29%	12,776 $278,000
Q3 2020 Oct 30, 2020	SELL	$20.36 - $21.8 $72,379 - $77,499	-3,555 Reduced 21.82%	12,739 $264,000
Q2 2020 Aug 13, 2020	BUY	$18.31 - $21.01 $298,343 - $342,336	16,294 New	16,294 $332,000

Others Institutions Holding MMD

# of Institutions

72

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.15M
Shares

$17.2 Million
0.43% of portfolio
Morgan Stanley New York, NY

814K
Shares

$12.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

738K
Shares

$11 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

692K
Shares

$10.3 Million
0.0% of portfolio
Almitas Capital LLC Santa Monica, CA

587K
Shares

$8.76 Million
4.62% 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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