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 7.45 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
42,660
shares
|
$671,895
0.07% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
41,446
shares
|
$652,774
0.14% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
39,222
shares
|
$617,746
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
38,208
shares
|
$601,776
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,423
shares
|
$589,412
0.01% of portfolio
|
Q3 2024
Added 37.05%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
35,707
shares
|
$562,385
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,312
shares
|
$556,164
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,256
shares
|
$539,532
0.01% of portfolio
|
Q3 2024
Reduced 40.45%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
31,879
shares
|
$502,094
0.46% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
30,117
shares
|
$474,342
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
29,010
shares
|
$456,907
0.17% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
27,023
shares
|
$425,612
0.17% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
26,839
shares
|
$422,714
0.01% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,752
shares
|
$421,344
0.0% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
26,005
shares
|
$409,578
0.01% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
25,076
shares
|
$394,947
0.0% of portfolio
|
Q3 2024
Added 92.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
20,758
shares
|
$326,938
0.08% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
20,000
shares
|
$315,000
0.03% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,805
shares
|
$311,928
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,978
shares
|
$283,153
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,530
shares
|
$276,097
0.0% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,067
shares
|
$268,805
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,768
shares
|
$264,096
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
16,225
shares
|
$255,543
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
15,024
shares
|
$236,628
0.0% of portfolio
|
Q3 2024
Reduced 31.69%
|