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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
170+ 1.01% |
$2.78K - $2.88K
|
17.1K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.05% |
$1.05K - $1.08K
|
116K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.42% |
$573 - $592
|
8.31K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$557 - $575
|
16.2K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$98.3 - $102
|
19.8K
$298K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
323KNew |
$5.17M - $5.36M
|
323K
$4.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$937K - $971K
|
58.6K
$882K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$167K - $173K
|
10.4K
$157K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6K+ 42.86% |
$95.9K - $99.5K
|
20K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.91KNew |
$62.5K - $64.8K
|
3.91K
$58.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69+ 0.65% |
$1.1K - $1.14K
|
10.7K
$161K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$183K - $190K
|
11.3K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 1.73% |
$5.26K - $5.46K
|
19.2K
$289K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$500K - $567K
|
34.8K
$524K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$472K - $536K
|
32.9K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
28K+ 34.35% |
$402K - $456K
|
110K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18KNew |
$258K - $293K
|
18K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$157K - $178K
|
10.9K
$165K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
456New |
$6.54K - $7.43K
|
456
$6.87K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97New |
$1.39K - $1.58K
|
97
$1.46K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.1KNew |
$155K - $172K
|
10.1K
$152K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
6.15K+ 13.48% |
$94.5K - $105K
|
51.8K
$780K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2KNew |
$30.7K - $34.2K
|
2K
$30.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2KNew |
$18.4K - $20.5K
|
1.2K
$18.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
253+ 0.83% |
$3.89K - $4.32K
|
30.8K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22+ 0.2% |
$338 - $376
|
11.2K
$168K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4KNew |
$269K - $287K
|
16.4K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.58KNew |
$25.9K - $27.5K
|
1.58K
$23.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$16.4K - $17.5K
|
1K
$15.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 1.34% |
$82.1 - $87.4
|
377
$5.68K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25KNew |
$53.3K - $58.6K
|
3.25K
$48.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.1KNew |
$380K - $425K
|
25.1K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
24.8KNew |
$376K - $420K
|
24.8K
$374K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$215K - $241K
|
14.2K
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
14KNew |
$212K - $237K
|
14K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$200K - $224K
|
13.2K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.4KNew |
$158K - $176K
|
10.4K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.4KNew |
$127K - $142K
|
8.4K
$127K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
883New |
$13.4K - $15K
|
883
$13.3K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
55KNew |
$856K - $1.04M
|
55K
$828K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1KNew |
$15.6K - $19K
|
1K
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 1.47% |
$2.32K - $2.83K
|
10.3K
$154K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
11.3KNew |
$191K - $216K
|
11.3K
$170K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.35K+ 27.32% |
$22.8K - $25.8K
|
6.28K
$94.6K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2KNew |
$41.3K - $43.6K
|
2K
$30.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
667New |
$14.4K - $15.4K
|
667
$10K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
97New |
$2.1K - $2.25K
|
97
$1.46K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.93KNew |
$62.2K - $66K
|
2.93K
$44.1K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
853New |
$17.4K - $18.7K
|
853
$12.8K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
13KNew |
$248K - $259K
|
13K
$196K
|
|