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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30KNew |
$438K - $475K
|
30K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$346K - $375K
|
23.7K
$350K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 1.16% |
$22.6K - $24.5K
|
132K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.63K+ 1.5% |
$67.7K - $73.3K
|
313K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 5.14% |
$406K - $440K
|
568K
$8.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 12.01% |
$254K - $275K
|
162K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
16.8KNew |
$246K - $266K
|
16.8K
$248K
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.2KNew |
$587K - $637K
|
40.2K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
40.2KNew |
$587K - $637K
|
40.2K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 17.43% |
$209K - $226K
|
67.7K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 3.52% |
$15.4K - $16.7K
|
31K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 18.9% |
$95.3K - $103K
|
28K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
531+ 7.59% |
$7.76K - $8.41K
|
7.53K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.5K+ 145.07% |
$460K - $499K
|
53.2K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15.5K+ 27.57% |
$227K - $246K
|
71.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
105K+ 460.34% |
$1.53M - $1.66M
|
128K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 82.27% |
$2.03M - $2.2M
|
30K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-737- 2.08% |
$10.8K - $11.7K
|
34.6K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.4K+ 25.76% |
$897K - $972K
|
300K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
172K+ 77.41% |
$2.51M - $2.72M
|
393K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 4.17% |
$20.5K - $22.2K
|
32.2K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20KNew |
$292K - $317K
|
20K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.75K- 6.57% |
$40.2K - $43.5K
|
39.1K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-53.3K- 31.97% |
$778K - $843K
|
113K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.6KNew |
$184K - $199K
|
12.6K
$186K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 11.81% |
$22K - $23.8K
|
14.3K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.68K+ 44.09% |
$141K - $153K
|
31.6K
$467K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-91.4K- 45.47% |
$1.34M - $1.45M
|
110K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.6KNew |
$184K - $200K
|
12.6K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.76K+ 3.09% |
$40.3K - $43.7K
|
92.1K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.4KNew |
$181K - $196K
|
12.4K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-885- 0.99% |
$12.9K - $14K
|
88.6K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 50.74% |
$584K - $633K
|
119K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.08K+ 21.52% |
$45.1K - $48.8K
|
17.4K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16KNew |
$234K - $254K
|
16K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-25.9K- 31.87% |
$379K - $411K
|
55.4K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.7K+ 55.28% |
$200K - $217K
|
38.4K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 99.61% |
$30.2K - $32.7K
|
8
$118
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-13K- 17.15% |
$190K - $206K
|
62.9K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3K+ 3.56% |
$48.2K - $52.3K
|
95.9K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-792- 3.85% |
$11.6K - $12.5K
|
19.8K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
745New |
$10.9K - $11.8K
|
745
$11K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
330+ 1.17% |
$4.82K - $5.22K
|
28.4K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.1KNew |
$177K - $192K
|
12.1K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7KNew |
$156K - $169K
|
10.7K
$158K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9.17K- 19.28% |
$134K - $145K
|
38.4K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 53.19% |
$118K - $128K
|
23.3K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
191+ 1.01% |
$2.79K - $3.02K
|
19K
$281K
|