Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
164K+ 127.96% |
$2.29M - $2.48M
|
291K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
122K+ 33.82% |
$1.71M - $1.84M
|
482K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 27.53% |
$1.52M - $1.64M
|
502K
$7.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48.2K+ 21120.18% |
$675K - $730K
|
48.4K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30KNew |
$421K - $455K
|
30K
$454K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.2KNew |
$396K - $427K
|
28.2K
$427K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27.8KNew |
$389K - $421K
|
27.8K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24.7K+ 34.35% |
$346K - $374K
|
96.5K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.3K+ 193.35% |
$341K - $368K
|
36.9K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9KNew |
$335K - $362K
|
23.9K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 19.48% |
$262K - $283K
|
115K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 18.61% |
$229K - $248K
|
104K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$210K - $227K
|
15K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.34% |
$190K - $206K
|
327K
$4.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 48.67% |
$135K - $146K
|
29.4K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.56K+ 11.66% |
$63.9K - $69.1K
|
43.7K
$660K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.33K+ 23.86% |
$60.7K - $65.6K
|
22.5K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.36K+ 2.55% |
$47.1K - $50.9K
|
135K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.33K+ 10.53% |
$46.7K - $50.4K
|
34.9K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 12.85% |
$38.8K - $41.9K
|
24.3K
$367K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.31K+ 0.41% |
$32.4K - $35K
|
571K
$8.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.25K+ 2.54% |
$31.5K - $34.1K
|
90.8K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$8.41K - $9.09K
|
600
$9.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
333+ 0.83% |
$4.67K - $5.04K
|
40.5K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
333+ 0.83% |
$4.67K - $5.04K
|
40.5K
$613K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
300+ 2.8% |
$4.21K - $4.55K
|
11K
$166K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
11+ 0.04% |
$154 - $167
|
28.5K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 0.42% |
$1.88K - $2.03K
|
32K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-148- 1.2% |
$2.07K - $2.24K
|
12.2K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-239- 0.2% |
$3.35K - $3.62K
|
119K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-338- 2.11% |
$4.74K - $5.12K
|
15.7K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-601- 0.37% |
$8.43K - $9.11K
|
162K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-700- 2.03% |
$9.81K - $10.6K
|
33.8K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.36K- 31.3% |
$33K - $35.7K
|
5.17K
$78.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.39K- 3.79% |
$33.4K - $36.1K
|
60.5K
$915K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.53K- 2.74% |
$35.4K - $38.3K
|
89.6K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.38K- 21.29% |
$61.3K - $66.3K
|
16.2K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.69K- 15.15% |
$65.8K - $71.1K
|
26.3K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.51K- 21.75% |
$91.3K - $98.7K
|
23.4K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.91K- 36.31% |
$96.9K - $105K
|
12.1K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.21K- 13.54% |
$101K - $109K
|
46K
$696K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.21K- 29.72% |
$101K - $109K
|
17.1K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.78K- 6.87% |
$109K - $118K
|
106K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.26K- 21.49% |
$116K - $125K
|
30.2K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.52K- 97.15% |
$119K - $129K
|
250
$3.78K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.8K- 31.28% |
$152K - $164K
|
23.8K
$360K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 51.79% |
$203K - $220K
|
13.5K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-22.3K- 20.39% |
$313K - $339K
|
87.3K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 8.68% |
$365K - $394K
|
274K
$4.14M
|