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 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-220- 1.07% |
$3.55K - $3.68K
|
20.3K
$334K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-352- 1.41% |
$5.67K - $5.89K
|
24.5K
$404K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 20.85% |
$46.4K - $48.2K
|
16.7K
$275K
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
5.51K+ 26.08% |
$88.9K - $92.3K
|
26.7K
$439K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58K+ 4.49% |
$90K - $93.4K
|
130K
$2.14M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.66K+ 3.2% |
$140K - $145K
|
279K
$4.6M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.74K- 23.27% |
$60.2K - $62.6K
|
12.3K
$203K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
123+ 0.83% |
$1.98K - $2.06K
|
15K
$247K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$80.6K - $83.7K
|
5K
$82.4K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.17K- 8.95% |
$18.9K - $19.6K
|
11.9K
$196K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
456New |
$6.54K - $7.43K
|
456
$7.51K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.73KNew |
$111K - $126K
|
7.73K
$127K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4K- 27.03% |
$57.4K - $65.2K
|
10.8K
$178K
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
28K+ 34.35% |
$402K - $456K
|
110K
$1.8M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$500K - $567K
|
34.8K
$573K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
35.7KNew |
$512K - $582K
|
35.7K
$588K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97New |
$1.39K - $1.58K
|
97
$1.6K
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$157K - $178K
|
10.9K
$180K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18KNew |
$258K - $293K
|
18K
$296K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 100.0% |
$14.4K - $16.3K
|
2K
$32.9K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.5K+ 4842.54% |
$252K - $286K
|
17.9K
$295K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$472K - $536K
|
32.9K
$542K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$28.8K - $32K
|
1.88K
$30.9K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 80.74% |
$64.4K - $71.6K
|
1K
$16.5K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.1KNew |
$155K - $172K
|
10.1K
$166K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2KNew |
$30.7K - $34.2K
|
2K
$32.9K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
6.15K+ 13.48% |
$94.5K - $105K
|
51.8K
$852K
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.2% |
$338 - $376
|
11.2K
$184K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$18.4K - $20.5K
|
1.2K
$19.8K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$900K - $1M
|
58.6K
$965K
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
253+ 0.83% |
$3.89K - $4.32K
|
30.8K
$507K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$16.4K - $17.5K
|
1K
$16.5K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$3.28K - $3.49K
|
200
$3.29K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 1.34% |
$82.1 - $87.4
|
377
$6.21K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4KNew |
$269K - $287K
|
16.4K
$270K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.58KNew |
$25.9K - $27.5K
|
1.58K
$25.9K
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
912+ 11.07% |
$15K - $16.4K
|
9.15K
$151K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14.8K- 56.76% |
$242K - $266K
|
11.2K
$185K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25KNew |
$53.3K - $58.6K
|
3.25K
$53.5K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-460- 43.4% |
$7.54K - $8.29K
|
600
$9.88K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5K- 28.57% |
$82K - $90.1K
|
12.5K
$206K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$215K - $241K
|
14.2K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
24.8KNew |
$376K - $420K
|
24.8K
$409K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.4KNew |
$158K - $176K
|
10.4K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.1KNew |
$380K - $425K
|
25.1K
$413K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$200K - $224K
|
13.2K
$218K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.4KNew |
$127K - $142K
|
8.4K
$138K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.91KNew |
$59.3K - $66.2K
|
3.91K
$64.4K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14KNew |
$212K - $237K
|
14K
$231K
|