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 %
IC
51
IEQ Capital
California
$161K 10,087 +10,087 New
Comerica Bank
52
Comerica Bank
Texas
$95.6K 6,000 +6,000 New
CFFP
53
Center for Financial Planning
Michigan
$31.9K 2,000 +2,000 New
FFA
54
Farther Finance Advisors
California
$29.9K 1,875 +1,875 New
RW
55
RVW Wealth
California
$19.1K 1,200 +1,200 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$15.9K 1,000 -4,192 -81%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$15.9K 1,000 – –
NS
58
NBC Securities
Alabama
$15K 1,000 +1,000 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$10K 600 – –
HNB
60
Huntington National Bank
Ohio
$5.77K 362 – –
SPC
61
Sigma Planning Corp
Michigan
– – -16,400 Closed
WKWM
62
Walter & Keenan Wealth Management
Indiana
– – -13,000 Closed
FMTCOCP
63
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -1,575 Closed
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
– – -377 Closed
IA
65
IFP Advisors
Florida
– – -200 Closed
CFGS
66
Concourse Financial Group Securities
Alabama
– – – –
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