Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.91K- 36.31% |
$96.9K - $105K
|
12.1K
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.38K- 21.29% |
$61.3K - $66.3K
|
16.2K
$234K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 82.27% |
$2.03M - $2.2M
|
30K
$433K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-91.4K- 45.47% |
$1.34M - $1.45M
|
110K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-61.8K- 70.19% |
$903K - $978K
|
26.3K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-53.3K- 31.97% |
$778K - $843K
|
113K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.7K- 99.24% |
$434K - $470K
|
228
$3.3K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-25.9K- 31.87% |
$379K - $411K
|
55.4K
$802K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 17.43% |
$209K - $226K
|
67.7K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-13K- 17.15% |
$190K - $206K
|
62.9K
$910K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9.17K- 19.28% |
$134K - $145K
|
38.4K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 18.9% |
$95.3K - $103K
|
28K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.75K- 6.57% |
$40.2K - $43.5K
|
39.1K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 99.61% |
$30.2K - $32.7K
|
8
$116
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 1.16% |
$22.6K - $24.5K
|
132K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 4.17% |
$20.5K - $22.2K
|
32.2K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 73.33% |
$20.1K - $21.8K
|
500
$7.24K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-885- 0.99% |
$12.9K - $14K
|
88.6K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-792- 3.85% |
$11.6K - $12.5K
|
19.8K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-737- 2.08% |
$10.8K - $11.7K
|
34.6K
$501K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-385- 1.23% |
$5.62K - $6.09K
|
31K
$449K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-681K- 98.48% |
$9.94M - $11.5M
|
10.5K
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21.1KClosed |
$308K - $357K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.4K- 50.11% |
$196K - $228K
|
13.4K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.77K- 50.0% |
$128K - $148K
|
8.77K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.78K- 25.36% |
$99K - $115K
|
20K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5KClosed |
$73K - $84.7K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 3.36% |
$17.5K - $20.3K
|
34.5K
$499K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.97K- 31.69% |
$114K - $118K
|
15K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.67K- 2.59% |
$109K - $113K
|
251K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.9K- 28.08% |
$80.2K - $82.9K
|
12.5K
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 10.84% |
$28K - $28.9K
|
14K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.2% |
$1.23K - $1.27K
|
38.2K
$553K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.6K- 5.74% |
$41.6K - $43.1K
|
42.7K
$617K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 49.8% |
$200K - $208K
|
12.5K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-818- 2.21% |
$13.2K - $13.7K
|
36.2K
$524K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4K- 27.03% |
$57.4K - $65.2K
|
10.8K
$156K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 80.74% |
$64.4K - $71.6K
|
1K
$14.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14.8K- 56.76% |
$242K - $266K
|
11.2K
$163K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5K- 28.57% |
$82K - $90.1K
|
12.5K
$181K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-460- 43.4% |
$7.54K - $8.29K
|
600
$8.68K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-24.4K- 65.24% |
$370K - $413K
|
13K
$188K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-16K- 15.87% |
$270K - $306K
|
84.7K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4KClosed |
$243K - $276K
|
0
$0
|
|
|
Feb 10, 2025
Q2 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-12.8KClosed |
$216K - $245K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.38K- 30.24% |
$90.8K - $103K
|
12.4K
$180K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-670Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-576Closed |
$9.72K - $11K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-48.9KClosed |
$899K - $1.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.8KClosed |
$254K - $296K
|
0
$0
|
|