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 73 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 $70.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
40,150
shares
|
$593,417
0.54% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
39,121
shares
|
$578,208
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
38,419
shares
|
$567,832
0.13% of portfolio
|
Q1 2025
Added 55.28%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
38,380
shares
|
$567,256
0.06% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
34,634
shares
|
$511,890
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
34,507
shares
|
$510,013
0.02% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
32,163
shares
|
$475,369
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
31,617
shares
|
$467,299
0.13% of portfolio
|
Q1 2025
Added 44.09%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
30,996
shares
|
$458,120
0.38% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
30,972
shares
|
$457,766
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$443,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
29,950
shares
|
$442,661
0.0% of portfolio
|
Q1 2025
Reduced 82.27%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
28,444
shares
|
$420,402
0.14% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
28,000
shares
|
$413,840
0.09% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
26,252
shares
|
$388,004
0.01% of portfolio
|
Q1 2025
Reduced 70.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
23,675
shares
|
$349,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
23,336
shares
|
$344,906
0.0% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,510
shares
|
$317,917
0.0% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
20,552
shares
|
$303,758
0.11% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
20,000
shares
|
$295,600
0.03% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
20,000
shares
|
$295,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
19,800
shares
|
$292,644
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
19,040
shares
|
$281,411
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
18,135
shares
|
$268,035
0.23% of portfolio
|
Q1 2025
Added 32.72%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,978
shares
|
$265,714
0.07% of portfolio
|
Q4 2023
New holding
|