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 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17K- 15.6% |
$271K - $281K
|
91.8K
$1.51M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-97.5K- 28.25% |
$1.57M - $1.63M
|
248K
$4.06M
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-72.4K- 24.37% |
$1.17M - $1.21M
|
225K
$3.69M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.1K- 24.23% |
$1.13M - $1.17M
|
219K
$3.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.3K- 6.97% |
$1.05M - $1.09M
|
872K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47.5K- 21.21% |
$765K - $794K
|
176K
$2.89M
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-47.3K- 51.1% |
$763K - $792K
|
45.3K
$743K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 3.79% |
$574K - $596K
|
904K
$14.8M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.1K- 51.83% |
$420K - $437K
|
24.2K
$398K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16K- 32.95% |
$257K - $267K
|
32.5K
$533K
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 27.52% |
$242K - $251K
|
39.5K
$648K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.3K- 40.7% |
$214K - $222K
|
19.3K
$317K
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-13K- 6.08% |
$209K - $217K
|
200K
$3.29M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 8.57% |
$201K - $209K
|
133K
$2.18M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 49.8% |
$200K - $208K
|
12.5K
$205K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.12K- 13.47% |
$147K - $153K
|
58.5K
$961K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 8.28% |
$75.6K - $78.5K
|
52K
$853K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.37K- 10.3% |
$70.5K - $73.2K
|
38.1K
$625K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.3K- 17.15% |
$69.3K - $71.9K
|
20.8K
$341K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.27K- 13.09% |
$68.8K - $71.5K
|
28.3K
$465K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.74K- 23.27% |
$60.2K - $62.6K
|
12.3K
$202K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 2.52% |
$19.8K - $20.6K
|
47.6K
$781K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.17K- 8.95% |
$18.9K - $19.6K
|
11.9K
$195K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-972- 3.24% |
$15.7K - $16.3K
|
29K
$476K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-818- 2.21% |
$13.2K - $13.7K
|
36.2K
$595K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-464- 1.1% |
$7.48K - $7.77K
|
41.7K
$684K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-400- 2.78% |
$6.45K - $6.7K
|
14K
$230K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-352- 1.41% |
$5.67K - $5.89K
|
24.5K
$403K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-220- 1.07% |
$3.55K - $3.68K
|
20.3K
$333K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-119- 0.11% |
$1.92K - $1.99K
|
108K
$1.77M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4K- 27.03% |
$57.4K - $65.2K
|
10.8K
$177K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 80.74% |
$64.4K - $71.6K
|
1K
$16.4K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14.8K- 56.76% |
$242K - $266K
|
11.2K
$184K
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5K- 28.57% |
$82K - $90.1K
|
12.5K
$205K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-460- 43.4% |
$7.54K - $8.29K
|
600
$9.85K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-24.4K- 65.24% |
$370K - $413K
|
13K
$213K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-16K- 15.87% |
$270K - $306K
|
84.7K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.4KClosed |
$243K - $276K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.38K- 30.24% |
$90.8K - $103K
|
12.4K
$204K
|
|
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
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-36.8KClosed |
$677K - $788K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.8KClosed |
$254K - $296K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-80Closed |
$1.47K - $1.71K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91.9KClosed |
$1.9M - $2M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.72KClosed |
$97.5K - $103K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-400Closed |
$8.26K - $8.72K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$217K - $232K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7Closed |
$152 - $162
|
0
$0
|