Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.8K- 49.47% |
$184K - $209K
|
13.1K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.6K- 49.55% |
$195K - $221K
|
13.8K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15K- 48.11% |
$215K - $244K
|
16.2K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15.1K- 20.7% |
$217K - $246K
|
57.8K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.9K- 58.94% |
$243K - $275K
|
11.8K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.8K- 4.92% |
$256K - $291K
|
345K
$5.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.2K- 63.32% |
$262K - $297K
|
10.6K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 12.02% |
$285K - $324K
|
145K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.9K- 15.27% |
$343K - $390K
|
133K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41K- 24.79% |
$589K - $668K
|
124K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.9K- 59.15% |
$644K - $731K
|
31K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-47.6K- 35.52% |
$683K - $776K
|
86.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-47.7K- 14.14% |
$684K - $777K
|
289K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.1K- 29.81% |
$719K - $817K
|
118K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64.5K- 6.42% |
$925K - $1.05M
|
939K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-123K- 35.51% |
$1.77M - $2.01M
|
224K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 17.6% |
$2.87M - $3.26M
|
937K
$14.2M
|