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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
274K+ 62.42% |
$4.42M - $4.59M
|
714K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173KNew |
$2.78M - $2.89M
|
173K
$2.83M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.1K+ 49.25% |
$937K - $973K
|
176K
$2.89M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.6KNew |
$734K - $763K
|
45.6K
$748K
|
|
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
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.1KNew |
$244K - $253K
|
15.1K
$248K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 105.75% |
$201K - $208K
|
24.2K
$398K
|
|
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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$183K - $190K
|
11.3K
$186K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.66K+ 3.2% |
$140K - $145K
|
279K
$4.59M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.87K+ 24.33% |
$111K - $115K
|
35.1K
$576K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58K+ 4.49% |
$90K - $93.4K
|
130K
$2.13M
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
5.51K+ 26.08% |
$88.9K - $92.3K
|
26.7K
$437K
|
|
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 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 8.32% |
$85.4K - $88.7K
|
69K
$1.13M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$80.6K - $83.7K
|
5K
$82.1K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 20.85% |
$46.4K - $48.2K
|
16.7K
$274K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.01KNew |
$32.4K - $33.6K
|
2.01K
$32.9K
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1.21% |
$18.9K - $19.6K
|
97.7K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 16.67% |
$16.1K - $16.7K
|
7K
$115K
|
|
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 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 1.73% |
$5.26K - $5.46K
|
19.2K
$315K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
171+ 1.06% |
$2.76K - $2.86K
|
16.4K
$268K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
123+ 0.83% |
$1.98K - $2.06K
|
15K
$246K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
68+ 0.64% |
$1.1K - $1.14K
|
10.6K
$174K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$548 - $569
|
16.2K
$265K
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
17+ 0.05% |
$274 - $285
|
32.1K
$527K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.01% |
$32.2 - $33.5
|
31K
$509K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
35.7KNew |
$512K - $582K
|
35.7K
$586K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$500K - $567K
|
34.8K
$571K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$472K - $536K
|
32.9K
$540K
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
28K+ 34.35% |
$402K - $456K
|
110K
$1.8M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18KNew |
$258K - $293K
|
18K
$295K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.5K+ 4842.54% |
$252K - $286K
|
17.9K
$294K
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$157K - $178K
|
10.9K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.73KNew |
$111K - $126K
|
7.73K
$127K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 100.0% |
$14.4K - $16.3K
|
2K
$32.8K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
456New |
$6.54K - $7.43K
|
456
$7.48K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97New |
$1.39K - $1.58K
|
97
$1.59K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$900K - $1M
|
58.6K
$961K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.1KNew |
$155K - $172K
|
10.1K
$166K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
6.15K+ 13.48% |
$94.5K - $105K
|
51.8K
$849K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2KNew |
$30.7K - $34.2K
|
2K
$32.8K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$28.8K - $32K
|
1.88K
$30.8K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$18.4K - $20.5K
|
1.2K
$19.7K
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
253+ 0.83% |
$3.89K - $4.32K
|
30.8K
$505K
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.2% |
$338 - $376
|
11.2K
$183K
|