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 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $78.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,160
shares
|
$228,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
14,014
shares
|
$211,050
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,390
shares
|
$201,653
0.0% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
13,199
shares
|
$198,776
0.01% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,141
shares
|
$182,843
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$168,039
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
11,000
shares
|
$165,660
0.01% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,000
shares
|
$165,660
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,121
shares
|
$152,422
0.01% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,174
shares
|
$77,920
0.0% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,910
shares
|
$58,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,000
shares
|
$30,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$15,060
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
920
shares
|
$13,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
745
shares
|
$11,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
600
shares
|
$9,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$9,036
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$7,530
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
250
shares
|
$3,765
0.0% of portfolio
|
Q2 2025
Reduced 97.15%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
14
shares
|
$210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|