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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
14,046
shares
|
$221,224
0.06% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
14,014
shares
|
$220,720
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
12,546
shares
|
$197,599
0.05% of portfolio
|
Q3 2024
Reduced 28.08%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
12,500
shares
|
$196,875
0.09% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,309
shares
|
$193,866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,732
shares
|
$184,779
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$175,738
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,307
shares
|
$130,835
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$110,250
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
6,644
shares
|
$104,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
5,000
shares
|
$78,750
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,910
shares
|
$61,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,051
shares
|
$32,303
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$31,500
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$31,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,875
shares
|
$29,531
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$15,750
0.0% of portfolio
|
Q3 2023
Reduced 80.74%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$15,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$9,450
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|