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 77 institutions that hold shares in the stock, with a total of 6.8 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,355
shares
|
$268,385
0.01% of portfolio
|
Q1 2024
Added 1.06%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
16,156
shares
|
$265,119
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2024 Q1 2024 |
15,141
shares
|
$248,463
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
14,993
shares
|
$246,035
0.07% of portfolio
|
Q1 2024
Added 0.83%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Apr 10, 2024 Q1 2024 |
14,014
shares
|
$229,969
0.05% of portfolio
|
Q4 2022
New holding
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2024 Q1 2024 |
14,000
shares
|
$229,740
0.02% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
12,500
shares
|
$205,125
0.01% of portfolio
|
Q1 2024
Reduced 49.8%
|
|
Next Level Private LLC
Harrison, NY |
Apr 15, 2024 Q1 2024 |
12,500
shares
|
$205,125
0.1% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
12,322
shares
|
$202,204
0.0% of portfolio
|
Q1 2024
Reduced 23.27%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
11,987
shares
|
$196,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 10, 2024 Q1 2024 |
11,905
shares
|
$195,361
0.05% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
11,333
shares
|
$185,974
0.0% of portfolio
|
Q1 2024
New holding
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$183,102
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
Robinson Capital Management, LLC
|
May 14, 2024 Q1 2024 |
10,930
shares
|
$179,361
0.06% of portfolio
|
Q4 2023
New holding
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
10,631
shares
|
$174,454
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
8,236
shares
|
$135,152
0.0% of portfolio
|
Q1 2023
Added 11.07%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
7,000
shares
|
$114,870
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
5,000
shares
|
$82,050
0.06% of portfolio
|
Q1 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,007
shares
|
$32,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
2,000
shares
|
$32,820
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
2,000
shares
|
$32,820
0.0% of portfolio
|
Q3 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
1,875
shares
|
$30,768
0.0% of portfolio
|
Q3 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,000
shares
|
$16,410
0.0% of portfolio
|
Q3 2023
Reduced 80.74%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$16,410
0.0% of portfolio
|
Q3 2022
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
600
shares
|
$9,846
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|