Latest Institutional Purchases of Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This list provides information on the latest institutional transactions involving Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 127.96% |
$2.29M - $2.48M
|
291K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
122K+ 33.82% |
$1.71M - $1.84M
|
482K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 27.53% |
$1.52M - $1.64M
|
502K
$7.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48.2K+ 21120.18% |
$675K - $730K
|
48.4K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30KNew |
$421K - $455K
|
30K
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27.8KNew |
$389K - $421K
|
27.8K
$411K
|
|
|
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 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.3K+ 193.35% |
$341K - $368K
|
36.9K
$545K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9KNew |
$335K - $362K
|
23.9K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 19.48% |
$262K - $283K
|
115K
$1.7M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.34% |
$190K - $206K
|
327K
$4.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 48.67% |
$135K - $146K
|
29.4K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.56K+ 11.66% |
$63.9K - $69.1K
|
43.7K
$646K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.33K+ 23.86% |
$60.7K - $65.6K
|
22.5K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.36K+ 2.55% |
$47.1K - $50.9K
|
135K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 10.53% |
$46.7K - $50.4K
|
34.9K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 12.85% |
$38.8K - $41.9K
|
24.3K
$359K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.31K+ 0.41% |
$32.4K - $35K
|
571K
$8.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.25K+ 2.54% |
$31.5K - $34.1K
|
90.8K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$8.41K - $9.09K
|
600
$8.87K
|
|
|
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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
333+ 0.83% |
$4.67K - $5.04K
|
40.5K
$600K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
300+ 2.8% |
$4.21K - $4.55K
|
11K
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
11+ 0.04% |
$154 - $167
|
28.5K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30KNew |
$438K - $475K
|
30K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$346K - $375K
|
23.7K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20KNew |
$292K - $317K
|
20K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
16.8KNew |
$246K - $266K
|
16.8K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.6KNew |
$184K - $200K
|
12.6K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.1KNew |
$177K - $192K
|
12.1K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 53.19% |
$118K - $128K
|
23.3K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.08K+ 21.52% |
$45.1K - $48.8K
|
17.4K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 99900.0% |
$29.2K - $31.6K
|
2K
$29.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 11.81% |
$22K - $23.8K
|
14.3K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
745New |
$10.9K - $11.8K
|
745
$11K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 0.38% |
$2.19K - $2.37K
|
40.2K
$594K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.7KNew |
$346K - $401K
|
23.7K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.5KNew |
$241K - $279K
|
16.5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$185K - $215K
|
12.7K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.68KNew |
$68.3K - $79.3K
|
4.68K
$69.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322K+ 38.7% |
$5.28M - $5.45M
|
1.15M
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
86.3K+ 17.25% |
$1.41M - $1.46M
|
587K
$8.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$202K - $208K
|
12.3K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 37.05% |
$166K - $171K
|
37.4K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 9.52% |
$119K - $123K
|
83.4K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 30.33% |
$99.1K - $102K
|
26K
$385K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$16.4K - $16.9K
|
1K
$14.8K
|
|