Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
7K+ 41.65% |
$101K - $108K
|
23.8K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.03K+ 26.84% |
$58.1K - $62.2K
|
19K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.07K+ 8.84% |
$15.5K - $16.6K
|
13.2K
$200K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.51K- 24.51% |
$79.5K - $85K
|
17K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-6.43K- 16.74% |
$92.8K - $99.2K
|
32K
$483K
|