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MMD

NewEdge Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

NewEdge Advisors’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
2026
Q1 		$1.44M Buy
97,220
+1,281
+1% +$19.6K 0.01% 1279
2025
Q4 		$1.43M Sell
95,939
-14,901
-13% -$224K 0.01% 1259
2025
Q3 		$1.68M Sell
110,840
-24,405
-18% -$362K 0.01% 1106
2025
Q2 		$2M Buy
135,245
+3,357
+3% +$48.9K 0.01% 935
2025
Q1 		$1.99M Sell
131,888
-1,547
-1% -$23.6K 0.01% 871
2024
Q4 		$1.99M Buy
133,435
+35,743
+37% +$578K 0.01% 830
2024
Q3 		$1.65M Buy
97,692
+8,828
+10% +$147K 0.01% 881
2024
Q2 		$1.47M Buy
88,864
+53,767
+153% +$875K 0.01% 893
2024
Q1 		$574K Buy
35,097
+6,869
+24% +$113K 0.01% 1261
2023
Q4 		$459K Buy
28,228
+9,550
+51% +$147K ﹤0.01% 1324
2023
Q3 		$298K Buy
18,678
+600
+3% +$9.97K ﹤0.01% 1433
2023
Q2 		$309K Sell
18,078
-2,895
-14% -$49.3K ﹤0.01% 1441
2023
Q1 		$359K Buy
20,973
+1,800
+9% +$31.3K ﹤0.01% 1284
2022
Q4 		$225K Sell
19,173
-2,827
-13% -$45.5K 0.01% 1135
2022
Q3 		$343K Sell
22,000
-7,031
-24% -$127K 0.01% 1133
2022
Q2 		$527K Buy
+29,031
New +$519K 0.01% 956
2017
Q3 		– Sell
-6,250
Closed -$124K – 821
2017
Q2 		$124K Buy
+6,250
New +$123K 0.02% 378

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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

NewEdge Advisors's MMD Position: Q1 2026 in Review

NewEdge Advisors increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 1.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 97,220 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1279.

NewEdge Advisors first reported a position in MMD in Q2 2017 and has held it in 17 quarters since. The position peaked at $2M in Q2 2025. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

  • NewEdge Advisors held 97,220 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $1.44M as of Q1 2026.
  • NewEdge Advisors bought 1,281 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $19.6K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1279 holding.
  • NewEdge Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $2M in Q2 2025.
  • 68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.