Latest Institutional Transactions on Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This table provides information on the latest institutional transactions involving Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.31K+ 0.41% |
$32.4K - $35K
|
571K
$8.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.8K- 31.28% |
$152K - $164K
|
23.8K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.36K+ 2.55% |
$47.1K - $50.9K
|
135K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.78K- 6.87% |
$109K - $118K
|
106K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 8.68% |
$365K - $394K
|
274K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-148- 1.2% |
$2.07K - $2.24K
|
12.2K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.51K- 21.75% |
$91.3K - $98.7K
|
23.4K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.56K+ 11.66% |
$63.9K - $69.1K
|
43.7K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.34% |
$190K - $206K
|
327K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
333+ 0.83% |
$4.67K - $5.04K
|
40.5K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-601- 0.37% |
$8.43K - $9.11K
|
162K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
333+ 0.83% |
$4.67K - $5.04K
|
40.5K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-54.9K- 81.1% |
$770K - $832K
|
12.8K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 27.53% |
$1.52M - $1.64M
|
502K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 12.85% |
$38.8K - $41.9K
|
24.3K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.69K- 15.15% |
$65.8K - $71.1K
|
26.3K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30KNew |
$421K - $455K
|
30K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 127.96% |
$2.29M - $2.48M
|
291K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24.7K+ 34.35% |
$346K - $374K
|
96.5K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.36K- 31.3% |
$33K - $35.7K
|
5.17K
$76.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 0.42% |
$1.88K - $2.03K
|
32K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.21K- 13.54% |
$101K - $109K
|
46K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-239- 0.2% |
$3.35K - $3.62K
|
119K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.25K+ 2.54% |
$31.5K - $34.1K
|
90.8K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.39K- 3.79% |
$33.4K - $36.1K
|
60.5K
$895K
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-22.3K- 20.39% |
$313K - $339K
|
87.3K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9KNew |
$335K - $362K
|
23.9K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-338- 2.11% |
$4.74K - $5.12K
|
15.7K
$232K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 2.74% |
$35.4K - $38.3K
|
89.6K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 48.67% |
$135K - $146K
|
29.4K
$435K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
122K+ 33.82% |
$1.71M - $1.84M
|
482K
$7.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.26K- 21.49% |
$116K - $125K
|
30.2K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-700- 2.03% |
$9.81K - $10.6K
|
33.8K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
11+ 0.04% |
$154 - $167
|
28.5K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.52K- 97.15% |
$119K - $129K
|
250
$3.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.3K+ 193.35% |
$341K - $368K
|
36.9K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 19.48% |
$262K - $283K
|
115K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
300+ 2.8% |
$4.21K - $4.55K
|
11K
$163K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48.2K+ 21120.18% |
$675K - $730K
|
48.4K
$716K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$8.41K - $9.09K
|
600
$8.87K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27.8KNew |
$389K - $421K
|
27.8K
$411K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.33K+ 23.86% |
$60.7K - $65.6K
|
22.5K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 10.53% |
$46.7K - $50.4K
|
34.9K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.91K- 36.31% |
$96.9K - $105K
|
12.1K
$179K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.38K- 21.29% |
$61.3K - $66.3K
|
16.2K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 18.61% |
$229K - $248K
|
104K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$210K - $227K
|
15K
$222K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-61.8K- 70.19% |
$903K - $978K
|
26.3K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$346K - $375K
|
23.7K
$350K
|
|