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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
40,150
shares
|
$593,818
0.54% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,380
shares
|
$567,640
0.05% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
36,880
shares
|
$545,455
0.01% of portfolio
|
Q2 2025
Added 193.35%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
34,945
shares
|
$516,836
0.12% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
33,807
shares
|
$500,005
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,029
shares
|
$473,708
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
30,996
shares
|
$458,430
0.38% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
30,161
shares
|
$446,081
0.09% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
30,000
shares
|
$443,700
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$443,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
29,436
shares
|
$435,358
0.0% of portfolio
|
Q2 2025
Added 48.67%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
28,455
shares
|
$420,849
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
28,000
shares
|
$414,120
0.09% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
27,771
shares
|
$410,733
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
26,280
shares
|
$388,681
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
24,275
shares
|
$359,027
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,909
shares
|
$353,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,801
shares
|
$352,016
0.0% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
23,437
shares
|
$346,633
0.0% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
23,336
shares
|
$345,139
0.0% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
22,462
shares
|
$332,212
0.27% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
20,000
shares
|
$295,800
0.03% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,978
shares
|
$265,894
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
16,807
shares
|
$248,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
16,177
shares
|
$239,257
0.08% of portfolio
|
Q2 2025
Reduced 21.29%
|