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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,686
shares
|
$231,995
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,000
shares
|
$221,850
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
14,014
shares
|
$207,267
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,390
shares
|
$198,038
0.0% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,802
shares
|
$189,341
0.19% of portfolio
|
Q2 2025
Reduced 81.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
12,617
shares
|
$186,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
12,232
shares
|
$180,911
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
12,127
shares
|
$179,358
0.01% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$165,026
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$162,690
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,174
shares
|
$76,523
0.0% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,910
shares
|
$57,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$29,580
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$14,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
745
shares
|
$11,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$8,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$8,874
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
500
shares
|
$7,395
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
250
shares
|
$3,697
0.0% of portfolio
|
Q2 2025
Reduced 97.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|