A detailed history of Western Wealth Management, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 19,805 shares of MMD stock, worth $313,315. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,805
Previous 19,799 0.03%
Holding current value
$313,315
Previous $328,000 1.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$16.38 - $16.92 $98 - $101
6 Added 0.03%
19,805 $333,000
Q2 2024

Jul 19, 2024

SELL
$15.99 - $16.58 $7,899 - $8,190
-494 Reduced 2.43%
19,799 $328,000
Q1 2024

May 02, 2024

SELL
$16.12 - $16.74 $3,546 - $3,682
-220 Reduced 1.07%
20,293 $331,000
Q4 2023

Jan 31, 2024

SELL
$14.35 - $16.29 $45,575 - $51,737
-3,176 Reduced 13.41%
20,513 $333,000
Q3 2023

Nov 07, 2023

SELL
$15.36 - $17.09 $55,403 - $61,643
-3,607 Reduced 13.21%
23,689 $377,000
Q2 2023

Aug 30, 2023

BUY
$16.42 - $17.47 $295 - $314
18 Added 0.07%
27,296 $465,000
Q1 2023

Aug 30, 2023

SELL
$16.4 - $18.02 $4,870 - $5,351
-297 Reduced 1.08%
27,278 $474,000
Q4 2022

Feb 02, 2023

SELL
$15.16 - $16.94 $384,230 - $429,344
-25,345 Reduced 47.89%
27,575 $442,000
Q3 2022

Nov 04, 2022

BUY
$15.58 - $18.97 $824,493 - $1 Million
52,920 New
52,920 $824,000

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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