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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-105K- 12.46% |
$1.72M - $1.78M
|
738K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-82K- 47.98% |
$1.34M - $1.39M
|
88.9K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-59.2K- 32.42% |
$970K - $1M
|
123K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.1K- 5.8% |
$821K - $848K
|
814K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.2K- 29.04% |
$773K - $798K
|
115K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.3K- 9.93% |
$448K - $463K
|
248K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.3K- 40.45% |
$381K - $394K
|
34.3K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-13.7K- 9.29% |
$225K - $232K
|
134K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.82K- 32.11% |
$161K - $166K
|
20.8K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.97K- 31.69% |
$114K - $118K
|
15K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.67K- 2.59% |
$109K - $113K
|
251K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.94K- 7.19% |
$97.2K - $100K
|
76.7K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.9K- 28.08% |
$80.2K - $82.9K
|
12.5K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 9.75% |
$62.5K - $64.6K
|
35.3K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3.69K- 12.71% |
$60.4K - $62.4K
|
25.3K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 1.78% |
$54.7K - $56.5K
|
184K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 4.82% |
$34.4K - $35.5K
|
41.4K
$629K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 10.84% |
$28K - $28.9K
|
14K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 5.29% |
$24.6K - $25.4K
|
26.8K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 1.46% |
$22K - $22.7K
|
90.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 4.29% |
$19.6K - $20.3K
|
26.8K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1K- 3.52% |
$18K - $18.6K
|
30.1K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-251- 0.78% |
$4.11K - $4.25K
|
31.9K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.2% |
$1.23K - $1.27K
|
38.2K
$580K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.6K- 5.74% |
$41.6K - $43.1K
|
42.7K
$647K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 2.9% |
$32K - $33.2K
|
67K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-362- 2.02% |
$5.79K - $6K
|
17.5K
$266K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-26.1K- 51.83% |
$420K - $437K
|
24.2K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.4K- 49.8% |
$200K - $208K
|
12.5K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-818- 2.21% |
$13.2K - $13.7K
|
36.2K
$550K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4K- 27.03% |
$57.4K - $65.2K
|
10.8K
$164K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 80.74% |
$64.4K - $71.6K
|
1K
$15.2K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14.8K- 56.76% |
$242K - $266K
|
11.2K
$171K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5K- 28.57% |
$82K - $90.1K
|
12.5K
$190K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-460- 43.4% |
$7.54K - $8.29K
|
600
$9.1K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-24.4K- 65.24% |
$370K - $413K
|
13K
$197K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-16K- 15.87% |
$270K - $306K
|
84.7K
$1.28M
|
|
|
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
$188K
|
|
|
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 | |||||||
|
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
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.2KClosed |
$223K - $233K
|
0
$0
|
|