Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322K+ 38.7% |
$5.28M - $5.45M
|
1.15M
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
270K+ 64.04% |
$4.43M - $4.57M
|
692K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
86.3K+ 17.25% |
$1.41M - $1.46M
|
587K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 7.92% |
$352K - $364K
|
293K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.8KNew |
$275K - $284K
|
16.8K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$202K - $208K
|
12.3K
$183K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 92.23% |
$197K - $204K
|
25.1K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 37.05% |
$166K - $171K
|
37.4K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.83K+ 9.93% |
$145K - $149K
|
97.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.11K+ 19.13% |
$133K - $137K
|
50.5K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 9.52% |
$119K - $123K
|
83.4K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.25K+ 9.21% |
$119K - $123K
|
86K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.64KNew |
$109K - $112K
|
6.64K
$99K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.05K+ 30.33% |
$99.1K - $102K
|
26K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$81.9K - $84.6K
|
5K
$74.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.45K+ 3.29% |
$73K - $75.4K
|
140K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 9.3% |
$67.6K - $69.9K
|
48.6K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.69K+ 14.56% |
$60.4K - $62.4K
|
29K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 3.01% |
$18.8K - $19.4K
|
39.2K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
287+ 1.07% |
$4.7K - $4.86K
|
27K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
170+ 1.01% |
$2.78K - $2.88K
|
17.1K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64+ 0.05% |
$1.05K - $1.08K
|
116K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.42% |
$573 - $592
|
8.31K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
34+ 0.21% |
$557 - $575
|
16.2K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.03% |
$344 - $355
|
2.05K
$30.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.15% |
$295 - $305
|
11.7K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$98.3 - $102
|
19.8K
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.2% |
$1.23K - $1.27K
|
38.2K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-251- 0.78% |
$4.11K - $4.25K
|
31.9K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1K- 3.52% |
$18K - $18.6K
|
30.1K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 4.29% |
$19.6K - $20.3K
|
26.8K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 1.46% |
$22K - $22.7K
|
90.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 5.29% |
$24.6K - $25.4K
|
26.8K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 10.84% |
$28K - $28.9K
|
14K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 4.82% |
$34.4K - $35.5K
|
41.4K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 1.78% |
$54.7K - $56.5K
|
184K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3.69K- 12.71% |
$60.4K - $62.4K
|
25.3K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 9.75% |
$62.5K - $64.6K
|
35.3K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.9K- 28.08% |
$80.2K - $82.9K
|
12.5K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-5.94K- 7.19% |
$97.2K - $100K
|
76.7K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.67K- 2.59% |
$109K - $113K
|
251K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.97K- 31.69% |
$114K - $118K
|
15K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.82K- 32.11% |
$161K - $166K
|
20.8K
$309K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-13.7K- 9.29% |
$225K - $232K
|
134K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.3K- 40.45% |
$381K - $394K
|
34.3K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.3K- 9.93% |
$448K - $463K
|
248K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.2K- 29.04% |
$773K - $798K
|
115K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.1K- 5.8% |
$821K - $848K
|
814K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-59.2K- 32.42% |
$970K - $1M
|
123K
$1.84M
|