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 72 institutions that hold shares in the stock, with a total of 5.19 Million shares, which have been reported (via 13F filing form) to have a value of $78.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
700,522
shares
|
$10.5 Million
0.41% of portfolio
|
Q3 2025
Added 45.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
567,803
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
538,150
shares
|
$8.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
420,284
shares
|
$6.33 Million
0.05% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
292,231
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,062
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
234,579
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
151,393
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
126,908
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,446
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
110,840
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
96,504
shares
|
$1.45 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
95,565
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
88,448
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
87,267
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
85,886
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.52%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
83,842
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
70,378
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.32%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,760
shares
|
$779,505
0.41% of portfolio
|
Q3 2023
Added 13.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
50,471
shares
|
$760,093
0.0% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
49,571
shares
|
$746,539
0.49% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
46,949
shares
|
$707,051
0.15% of portfolio
|
Q3 2025
Added 34.35%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,000
shares
|
$677,700
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,895
shares
|
$676,118
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
41,045
shares
|
$618,137
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|