Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
240K+ 200.21% |
$3.51M - $3.8M
|
360K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
172K+ 77.41% |
$2.51M - $2.72M
|
393K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
105K+ 460.34% |
$1.53M - $1.66M
|
128K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.4K+ 25.76% |
$897K - $972K
|
300K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
40.2KNew |
$587K - $637K
|
40.2K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.2KNew |
$587K - $637K
|
40.2K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 50.74% |
$584K - $633K
|
119K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.5K+ 145.07% |
$460K - $499K
|
53.2K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30KNew |
$438K - $475K
|
30K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 5.14% |
$406K - $440K
|
568K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$346K - $375K
|
23.7K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20KNew |
$292K - $317K
|
20K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 12.01% |
$254K - $275K
|
162K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
16.8KNew |
$246K - $266K
|
16.8K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16KNew |
$234K - $254K
|
16K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15.5K+ 27.57% |
$227K - $246K
|
71.9K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.7K+ 55.28% |
$200K - $217K
|
38.4K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.6KNew |
$184K - $200K
|
12.6K
$183K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.6KNew |
$184K - $199K
|
12.6K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.4KNew |
$181K - $196K
|
12.4K
$180K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.1KNew |
$177K - $192K
|
12.1K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7KNew |
$156K - $169K
|
10.7K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.68K+ 44.09% |
$141K - $153K
|
31.6K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 53.19% |
$118K - $128K
|
23.3K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.63K+ 1.5% |
$67.7K - $73.3K
|
313K
$4.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.47K+ 32.72% |
$65.3K - $70.8K
|
18.1K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3K+ 3.56% |
$48.2K - $52.3K
|
95.9K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.08K+ 21.52% |
$45.1K - $48.8K
|
17.4K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.76K+ 3.09% |
$40.3K - $43.7K
|
92.1K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 99900.0% |
$29.2K - $31.6K
|
2K
$29K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 11.81% |
$22K - $23.8K
|
14.3K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 3.52% |
$15.4K - $16.7K
|
31K
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
745New |
$10.9K - $11.8K
|
745
$10.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
544+ 0.62% |
$7.95K - $8.61K
|
87.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
531+ 7.59% |
$7.76K - $8.41K
|
7.53K
$109K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
330+ 1.17% |
$4.82K - $5.22K
|
28.4K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
191+ 1.01% |
$2.79K - $3.02K
|
19K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 0.38% |
$2.19K - $2.37K
|
40.2K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-385- 1.23% |
$5.62K - $6.09K
|
31K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-737- 2.08% |
$10.8K - $11.7K
|
34.6K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-792- 3.85% |
$11.6K - $12.5K
|
19.8K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-885- 0.99% |
$12.9K - $14K
|
88.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 73.33% |
$20.1K - $21.8K
|
500
$7.26K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 4.17% |
$20.5K - $22.2K
|
32.2K
$467K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 1.16% |
$22.6K - $24.5K
|
132K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 99.61% |
$30.2K - $32.7K
|
8
$116
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.75K- 6.57% |
$40.2K - $43.5K
|
39.1K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 18.9% |
$95.3K - $103K
|
28K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9.17K- 19.28% |
$134K - $145K
|
38.4K
$557K
|