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 73 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $70.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
17,417
shares
|
$257,423
0.21% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
16,807
shares
|
$248,407
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,024
shares
|
$236,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
14,256
shares
|
$210,703
0.0% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
14,014
shares
|
$207,126
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,390
shares
|
$197,904
0.0% of portfolio
|
Q4 2024
Reduced 50.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
12,617
shares
|
$186,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
12,572
shares
|
$185,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
12,380
shares
|
$182,976
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,141
shares
|
$179,443
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
11,158
shares
|
$164,915
0.05% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,700
shares
|
$158,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
8,765
shares
|
$129,546
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,531
shares
|
$111,308
0.0% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,910
shares
|
$57,789
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$29,560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,000
shares
|
$14,780
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
745
shares
|
$11,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$8,868
0.0% of portfolio
|
Q1 2023
Reduced 43.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
500
shares
|
$7,390
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
228
shares
|
$3,369
0.27% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
8
shares
|
$118
0.0% of portfolio
|
Q1 2025
Reduced 99.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|