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MMD

NewEdge Advisors’s NYLIM MacKay DefinedTerm Muni 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
Q2 		$1.61M Buy
103,674
+6,454
+7% +$98.1K ﹤0.01% 1342
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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Advisors's MMD Position: Q2 2026 in Review

NewEdge Advisors increased its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 6.6% in Q2 2026, buying an estimated $98.1K and bringing the position to 103,674 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

NewEdge Advisors first reported a position in MMD in Q2 2017 and has held it in 18 quarters since. The position peaked at $2M in Q2 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • NewEdge Advisors held 103,674 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $1.61M as of Q2 2026.
  • NewEdge Advisors bought 6,454 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $98.1K.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1342 holding.
  • NewEdge Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $2M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.