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 70 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $75.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
570,743
shares
|
$8.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
501,635
shares
|
$7.42 Million
0.0% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
481,723
shares
|
$7.12 Million
0.3% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
326,646
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
291,477
shares
|
$4.31 Million
0.04% of portfolio
|
Q2 2025
Added 127.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
273,776
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,062
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
161,590
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
135,245
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
118,560
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,446
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
114,635
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
105,540
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
104,127
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
96,544
shares
|
$1.43 Million
0.51% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
90,806
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
89,581
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
87,267
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
60,492
shares
|
$894,676
0.21% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,760
shares
|
$765,530
0.41% of portfolio
|
Q3 2023
Added 13.48%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
48,382
shares
|
$715,569
0.39% of portfolio
|
Q2 2025
Added 21120.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
46,006
shares
|
$680,428
0.06% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,681
shares
|
$646,041
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
40,545
shares
|
$599,660
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
40,545
shares
|
$599,660
0.0% of portfolio
|
Q2 2025
Added 0.83%
|