MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

60 hedge funds and large institutions have $97M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$974K
2
AI
2
ArchPoint Investors
Florida
$1.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.79M
4
RC
4
Rovin Capital
Arizona
$333K
5
Wells Fargo
5
Wells Fargo
California
$3.29M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.64M
2
EH
2
Equitable Holdings
New York
$1.23M
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
LFS
4
Legacy Financial Strategies
Kansas
$396K
5
WKWM
5
Walter & Keenan Wealth Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$665K 41,735 +195 +0.5%
CAN
27
Cetera Advisor Networks
California
$659K 41,376 +382 +0.9%
NW
28
NewEdge Wealth
Pennsylvania
$536K 33,619 +4,133 +14%
SCA
29
Snowden Capital Advisors
New York
$497K 31,188 +133 +0.4%
PWS
30
Private Wealth Strategies
Ohio
$491K 30,803 +253 +0.8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$476K 29,887 +4,032 +16%
Cerity Partners
32
Cerity Partners
New York
$459K 28,797 -5,971 -17%
KPWS
33
Kestra Private Wealth Services
Texas
$457K 28,677 +288 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$436K 27,383 -1,160 -4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$422K 26,491 -390 -1%
GVAG
36
Great Valley Advisor Group
Delaware
$413K 25,900 -879 -3%
LFS
37
Legacy Financial Strategies
Kansas
$396K 25,878 -17,119 -40%
WWM
38
Western Wealth Management
Colorado
$377K 23,689 -3,607 -13%
BW
39
Bison Wealth
Georgia
$375K 23,537 +11,834 +101%
RC
40
Rovin Capital
Arizona
$333K 20,885 +20,885 New
Cohen & Steers
41
Cohen & Steers
New York
$319K 20,000 – –
SXL
42
Summit X LLC
Missouri
$304K 19,050 +4,771 +33%
NA
43
NewEdge Advisors
Louisiana
$298K 18,678 +600 +3%
SFG
44
Sovereign Financial Group
Connecticut
$280K 17,578 +6,921 +65%
Truist Financial
45
Truist Financial
North Carolina
$256K 16,086 +40 +0.2%
CA
46
Cetera Advisors
Colorado
$236K 14,799 -407 -3%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$229K 14,400 – –
CFGSD
48
Compass Financial Group (South Dakota)
South Dakota
$223K 14,014 – –
NLP
49
Next Level Private
New York
$196K 12,500 – –
PWS
50
Paragon Wealth Strategies
Florida
$178K 11,158 +22 +0.2%
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