MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

64 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19.5M
2
Jane Street
2
Jane Street
New York
$11.7M
3
AC
3
Almitas Capital
California
$9.89M
4
Ameriprise
4
Ameriprise
Minnesota
$4.94M
5
CWP
5
Cyndeo Wealth Partners
Florida
$283K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
GC
3
Guggenheim Capital
Illinois
$1.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$699K 41,446 -2,100 -5%
SPIA
27
Steward Partners Investment Advisory
New York
$661K 39,222 +1,145 +3%
KWM
28
Kingsview Wealth Management
Oregon
$644K 38,208 -75 -0.2%
KPWS
29
Kestra Private Wealth Services
Texas
$631K 37,423 +10,117 +37%
WS
30
Wedbush Securities
California
$602K 35,707 – –
Osaic Holdings
31
Osaic Holdings
Arizona
$595K 35,312 -3,817 -10%
EH
32
Equitable Holdings
New York
$578K 34,256 -23,271 -40%
LA
33
LPF Advisors
Florida
$537K 31,879 -251 -0.8%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$508K 30,117 -1,098 -4%
RC
35
Rovin Capital
Arizona
$456K 27,023 +287 +1%
NW
36
NewEdge Wealth
Pennsylvania
$453K 26,839 -1,500 -5%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$451K 26,752 -1,198 -4%
SWP
38
Stratos Wealth Partners
Ohio
$438K 26,005 +6,052 +30%
GJWM
39
Gilliland Jeter Wealth Management
Arkansas
$427K 25,322 – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$423K 25,076 +12,031 +92%
SXL
41
Summit X LLC
Missouri
$344K 20,758 -9,819 -32%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$337K 20,000 – –
WWM
43
Western Wealth Management
Colorado
$334K 19,805 +6 +0%
HNB
44
Huntington National Bank
Ohio
– – – –
SCA
45
Snowden Capital Advisors
New York
$288K 17,067 +170 +1%
CWP
46
Cyndeo Wealth Partners
Florida
$283K 16,768 +16,768 New
Truist Financial
47
Truist Financial
North Carolina
$274K 16,225 +34 +0.2%
Invesco
48
Invesco
Georgia
$253K 15,024 -6,971 -32%
SFG
49
Sovereign Financial Group
Connecticut
$237K 14,046 -1,708 -11%
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
$236K 14,014 – –
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