MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

40 hedge funds and large institutions have $92.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.3M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$1.09M
3
PMG
3
ProVise Management Group
Florida
$1.36M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.93M
5
LPL Financial
5
LPL Financial
California
$1.14M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.6M
2
RJA
2
Raymond James & Associates
Florida
$11.9M
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
Wells Fargo
4
Wells Fargo
California
$7.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$903K
Name Market Value Shares Shares
Change 		Shares
Change %
GSWM
26
Golden State Wealth Management
California
$435K 21,015 +249 +1%
First Trust Advisors
27
First Trust Advisors
Illinois
$417K 20,119 +1,132 +6%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$359K 17,356 -920 -5%
SPIA
29
Steward Partners Investment Advisory
New York
$356K 17,200 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$301K 14,546 -936 -6%
WP
31
WealthShield Partners
North Carolina
$264K 12,739 -3,555 -22%
SCA
32
Snowden Capital Advisors
New York
$248K 11,958 -867 -7%
KPWS
33
Kestra Private Wealth Services
Texas
$219K 10,588 +10,588 New
QCIG
34
Quad-Cities Investment Group
Iowa
$217K 10,492 +127 +1%
PMFA
35
Plante Moran Financial Advisors
Michigan
$200K 9,676 +120 +1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$142K 6,866 +216 +3%
AWM
37
Adams Wealth Management
Utah
$22K 1,060 +1,060 New
Citigroup
38
Citigroup
New York
$19K 900 – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$10K 500 +500 New
PAM
40
Panagora Asset Management
Massachusetts
$6K 268 – –
Truist Financial
41
Truist Financial
North Carolina
– – -13,207 Closed
PA
42
Parallel Advisors
California
– – -9,158 Closed
PAG
43
Private Advisor Group
New Jersey
– – -7,725 Closed
1W
44
1776 Wealth
Georgia
– – -5,200 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2