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 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-13K- 17.15% |
$190K - $206K
|
62.9K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 38.56% |
$197K - $214K
|
21.5K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 17.43% |
$209K - $226K
|
67.7K
$989K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-25.9K- 31.87% |
$379K - $411K
|
55.4K
$809K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.7K- 99.24% |
$434K - $470K
|
228
$3.33K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-53.3K- 31.97% |
$778K - $843K
|
113K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-61.8K- 70.19% |
$903K - $978K
|
26.3K
$383K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-91.4K- 45.47% |
$1.34M - $1.45M
|
110K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-139K- 82.27% |
$2.03M - $2.2M
|
30K
$437K
|