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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17K- 15.6% |
$271K - $281K
|
91.8K
$1.51M
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.6KNew |
$734K - $763K
|
45.6K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.37K- 10.3% |
$70.5K - $73.2K
|
38.1K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.01% |
$32.2 - $33.5
|
31K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 9.23% |
$365K - $379K
|
268K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.3K- 6.97% |
$1.05M - $1.09M
|
872K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47.5K- 21.21% |
$765K - $794K
|
176K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.1KNew |
$244K - $253K
|
15.1K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 27.52% |
$242K - $251K
|
39.5K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 3.79% |
$574K - $596K
|
904K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 16.67% |
$16.1K - $16.7K
|
7K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$193K - $201K
|
12K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9K+ 9.0% |
$193K - $200K
|
145K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
171+ 1.06% |
$2.76K - $2.86K
|
16.4K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173KNew |
$2.78M - $2.89M
|
173K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.87K+ 24.33% |
$111K - $115K
|
35.1K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
274K+ 62.42% |
$4.42M - $4.59M
|
714K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68+ 0.64% |
$1.1K - $1.14K
|
10.6K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-72.4K- 24.37% |
$1.17M - $1.21M
|
225K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.12K- 13.47% |
$147K - $153K
|
58.5K
$961K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
818+ 2.92% |
$13.2K - $13.7K
|
28.8K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.1K- 24.23% |
$1.13M - $1.17M
|
219K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-97.5K- 28.25% |
$1.57M - $1.63M
|
248K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-818- 2.21% |
$13.2K - $13.7K
|
36.2K
$595K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16K- 32.95% |
$257K - $267K
|
32.5K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 8.57% |
$201K - $209K
|
133K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-47.3K- 51.1% |
$763K - $792K
|
45.3K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.3K- 40.7% |
$214K - $222K
|
19.3K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 2.52% |
$19.8K - $20.6K
|
47.6K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 1.73% |
$5.26K - $5.46K
|
19.2K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.25K+ 0.47% |
$20.2K - $21K
|
268K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.1K+ 49.25% |
$937K - $973K
|
176K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 8.32% |
$85.4K - $88.7K
|
69K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-13K- 6.08% |
$209K - $217K
|
200K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1.21% |
$18.9K - $19.6K
|
97.7K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$548 - $569
|
16.2K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.4K+ 9.34% |
$87K - $90.4K
|
63.2K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.1K- 51.83% |
$420K - $437K
|
24.2K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-464- 1.1% |
$7.48K - $7.77K
|
41.7K
$684K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.3K- 17.15% |
$69.3K - $71.9K
|
20.8K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400- 2.78% |
$6.45K - $6.7K
|
14K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$183K - $190K
|
11.3K
$186K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-119- 0.11% |
$1.92K - $1.99K
|
108K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
17+ 0.05% |
$274 - $285
|
32.1K
$527K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.27K- 13.09% |
$68.8K - $71.5K
|
28.3K
$465K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 49.8% |
$200K - $208K
|
12.5K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$32.4K - $33.6K
|
2.01K
$32.9K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 105.75% |
$201K - $208K
|
24.2K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-972- 3.24% |
$15.7K - $16.3K
|
29K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 8.28% |
$75.6K - $78.5K
|
52K
$853K
|
|