Institutional Ownership Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD)
This table provides information about the institutional ownership of Main Stay Mac Kay Defined Term Municipal Opportunities Fund (MMD). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $69 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
568,430
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
393,347
shares
|
$5.7 Million
0.0% of portfolio
|
Q1 2025
Added 77.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
359,982
shares
|
$5.21 Million
0.25% of portfolio
|
Q1 2025
Added 200.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
313,065
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
299,810
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Added 25.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,062
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
162,191
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
131,888
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
127,863
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 460.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
118,799
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,446
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
113,320
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.97%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
109,614
shares
|
$1.59 Million
0.18% of portfolio
|
Q1 2025
Reduced 45.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
95,948
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
92,107
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
88,558
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
87,786
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
71,859
shares
|
$1.04 Million
0.37% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
67,722
shares
|
$980,614
0.54% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
62,877
shares
|
$910,458
0.25% of portfolio
|
Q1 2025
Reduced 17.15%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
55,429
shares
|
$802,611
0.03% of portfolio
|
Q1 2025
Reduced 31.87%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
53,213
shares
|
$770,524
0.08% of portfolio
|
Q1 2025
Added 145.07%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,760
shares
|
$749,484
0.41% of portfolio
|
Q3 2023
Added 13.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
40,212
shares
|
$582,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,212
shares
|
$582,269
0.0% of portfolio
|
Q1 2025
New holding
|