Janney Montgomery Scott
MMD

Janney Montgomery Scott’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Janney Montgomery Scott’s Portfolio MMD Stock Details MMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,283
Closed -$337K – 2976
2025
Q3 		$337K Sell
22,283
-1,053
-5% -$15.6K ﹤0.01% 2418
2025
Q2 		$345K Hold
23,336
– – ﹤0.01% 2260
2025
Q1 		$352K Buy
23,336
+8,103
+53% +$124K ﹤0.01% 2209
2024
Q4 		$227K Sell
15,233
-9,843
-39% -$159K ﹤0.01% 2487
2024
Q3 		$423K Buy
25,076
+12,031
+92% +$201K ﹤0.01% 2077
2024
Q2 		$216K Sell
13,045
-11,502
-47% -$187K ﹤0.01% 2408
2024
Q1 		$401K Sell
24,547
-352
-1% -$5.78K ﹤0.01% 2144
2023
Q4 		$405K Sell
24,899
-1,592
-6% -$24.6K ﹤0.01% 2046
2023
Q3 		$422K Sell
26,491
-390
-1% -$6.48K ﹤0.01% 1901
2023
Q2 		$459K Sell
26,881
-3,547
-12% -$60.5K ﹤0.01% 1936
2023
Q1 		$529K Buy
30,428
+31
+0.1% +$539 ﹤0.01% 1689
2022
Q4 		$488K Sell
30,397
-1,987
-6% -$31.9K ﹤0.01% 1790
2022
Q3 		$505K Sell
32,384
-890
-3% -$16.1K ﹤0.01% 1694
2022
Q2 		$600K Sell
33,274
-5,970
-15% -$107K ﹤0.01% 1505
2022
Q1 		$736K Buy
39,244
+1,845
+5% +$36.8K ﹤0.01% 1419
2021
Q4 		$815K Buy
37,399
+1,461
+4% +$31.2K ﹤0.01% 1449
2021
Q3 		$787K Buy
35,938
+1,826
+5% +$41.1K ﹤0.01% 1406
2021
Q2 		$762K Buy
34,112
+5,727
+20% +$128K ﹤0.01% 1411
2021
Q1 		$630K Sell
28,385
-2,475
-8% -$53.9K ﹤0.01% 1430
2020
Q4 		$672K Buy
30,860
+1,632
+6% +$34.6K ﹤0.01% 1392
2020
Q3 		$605K Buy
29,228
+3,330
+13% +$70K ﹤0.01% 1342
2020
Q2 		$528K Buy
25,898
+828
+3% +$16.4K ﹤0.01% 1332
2020
Q1 		$482K Buy
25,070
+1,830
+8% +$38.3K ﹤0.01% 1237
2019
Q4 		$489K Buy
23,240
+3,638
+19% +$75.8K ﹤0.01% 1433
2019
Q3 		$411K Sell
19,602
-659
-3% -$13.7K ﹤0.01% 1507
2019
Q2 		$423K Buy
20,261
+5,700
+39% +$117K ﹤0.01% 1513
2019
Q1 		$296K Sell
14,561
-248
-2% -$4.93K ﹤0.01% 1682
2018
Q4 		$289K Buy
14,809
+56
+0.4% +$1.09K ﹤0.01% 1582
2018
Q3 		$290K Sell
14,753
-9,279
-39% -$182K ﹤0.01% 1740
2018
Q2 		$466K Sell
24,032
-3,270
-12% -$62.8K ﹤0.01% 1432
2018
Q1 		$514K Buy
27,302
+366
+1% +$7.03K 0.01% 1320
2017
Q4 		$534K Buy
26,936
+65
+0.2% +$1.28K 0.01% 1273
2017
Q3 		$539K Buy
26,871
+10,062
+60% +$202K 0.01% 1219
2017
Q2 		$331K Sell
16,809
-2,382
-12% -$46.9K ﹤0.01% 1391
2017
Q1 		$369K Sell
19,191
-3,812
-17% -$72.1K ﹤0.01% 1315
2016
Q4 		$421K Buy
23,003
+4,864
+27% +$92.1K 0.01% 1157
2016
Q3 		$369K Buy
+18,139
New +$371K 0.01% 1101
2016
Q2 		– Sell
-18,372
Closed -$361K – 979
2016
Q1 		$361K Sell
18,372
-671
-4% -$12.9K 0.01% 889
2015
Q4 		$359K Buy
19,043
+1,191
+7% +$21.5K 0.01% 965
2015
Q3 		$316K Sell
17,852
-1,136
-6% -$19.8K 0.01% 1034
2015
Q2 		$328K Buy
18,988
+625
+3% +$11.5K 0.01% 1448
2015
Q1 		$341K Buy
18,363
+8,101
+79% +$150K 0.01% 1665
2014
Q4 		$186K Buy
+10,262
New +$186K ﹤0.01% 2046
2013
Q4 		– Sell
-10,400
Closed -$167K – 2039
2013
Q3 		$167K Buy
+10,400
New +$170K 0.01% 1706

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Janney Montgomery Scott's MMD Position: Q4 2025 in Review

Janney Montgomery Scott sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q4 2025, closing a stake of 22,283 shares — an estimated $337K sold.

Janney Montgomery Scott first reported a position in MMD in Q3 2013 and held it in 44 quarters. The position peaked at $815K in Q4 2021. 76 funds tracked by Wall St. Rank hold MMD as of Q4 2025.

  • Janney Montgomery Scott reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 22,283 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q4 2025, an estimated $337K.
  • Janney Montgomery Scott first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2013 and held it in 44 quarters.
  • Janney Montgomery Scott's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $815K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.