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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-498- 1.56% |
$7.27K - $8.43K
|
31.4K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
120KNew |
$1.75M - $2.03M
|
120K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.09K+ 4.04% |
$15.9K - $18.5K
|
28.1K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
87.2KNew |
$1.27M - $1.48M
|
87.2K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5KClosed |
$73K - $84.7K
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13.7KNew |
$199K - $231K
|
13.7K
$213K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$16.4K - $16.9K
|
1K
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$202K - $208K
|
12.3K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
86.3K+ 17.25% |
$1.41M - $1.46M
|
587K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
170+ 1.01% |
$2.78K - $2.88K
|
17.1K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$557 - $575
|
16.2K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322K+ 38.7% |
$5.28M - $5.45M
|
1.15M
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.42% |
$573 - $592
|
8.31K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 9.52% |
$119K - $123K
|
83.4K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 37.05% |
$166K - $171K
|
37.4K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.11K+ 19.13% |
$133K - $137K
|
50.5K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.2% |
$1.23K - $1.27K
|
38.2K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$98.3 - $102
|
19.8K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.97K- 31.69% |
$114K - $118K
|
15K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.64KNew |
$109K - $112K
|
6.64K
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.9K- 28.08% |
$80.2K - $82.9K
|
12.5K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.67K- 2.59% |
$109K - $113K
|
251K
$3.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.05% |
$1.05K - $1.08K
|
116K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 30.33% |
$99.1K - $102K
|
26K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 1.46% |
$22K - $22.7K
|
90.4K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 10.84% |
$28K - $28.9K
|
14K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 12.66% |
$80K - $82.9K
|
44.5K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69+ 0.65% |
$1.1K - $1.14K
|
10.7K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$167K - $173K
|
10.4K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.6K- 5.74% |
$41.6K - $43.1K
|
42.7K
$666K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.91KNew |
$62.5K - $64.8K
|
3.91K
$61K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
323KNew |
$5.17M - $5.36M
|
323K
$5.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6K+ 42.86% |
$95.9K - $99.5K
|
20K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$937K - $971K
|
58.6K
$915K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 2.9% |
$32K - $33.2K
|
67K
$1.05M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 16.67% |
$16.1K - $16.7K
|
7K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-818- 2.21% |
$13.2K - $13.7K
|
36.2K
$566K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 1.73% |
$5.26K - $5.46K
|
19.2K
$300K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$183K - $190K
|
11.3K
$177K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 49.8% |
$200K - $208K
|
12.5K
$195K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97New |
$1.39K - $1.58K
|
97
$1.51K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
456New |
$6.54K - $7.43K
|
456
$7.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4K- 27.03% |
$57.4K - $65.2K
|
10.8K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
28K+ 34.35% |
$402K - $456K
|
110K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$500K - $567K
|
34.8K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18KNew |
$258K - $293K
|
18K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$157K - $178K
|
10.9K
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$472K - $536K
|
32.9K
$514K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$28.8K - $32K
|
1.88K
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 80.74% |
$64.4K - $71.6K
|
1K
$15.6K
|
|