MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

56 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.49M
2
NLP
2
Next Level Private
New York
$1.06M
3
CWM
3
Chemistry Wealth Management
New York
$1.06M
4
Millennium Management
4
Millennium Management
New York
$558K
5
PWS
5
Paragon Wealth Strategies
Florida
$527K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$801K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$262K
4
RJA
4
Raymond James & Associates
Florida
$12.3M
5
Wells Fargo
5
Wells Fargo
California
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25M 1,149,082 +15,394 +1%
Bank of America
2
Bank of America
North Carolina
$19M 870,945 -15,976 -2%
RJA
3
Raymond James & Associates
Florida
$12.3M 562,912 -33,342 -6%
UBS Group
4
UBS Group
Switzerland
$5.49M 251,924 +107,910 +75%
Wells Fargo
5
Wells Fargo
California
$4.4M 202,142 -26,494 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.38M 200,867 +1,202 +0.6%
TCA
7
Transcend Capital Advisors
New Jersey
$4.04M 185,548 +89 +0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.53M 162,262 +3,408 +2%
XF
9
XML Financial
Maryland
$3M 137,625 – –
VanEck Associates
10
VanEck Associates
New York
$2.42M 111,102 +21,882 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.26M 103,858 -10,640 -9%
PMG
12
ProVise Management Group
Florida
$2.15M 98,610 +6,500 +7%
BOPW
13
Brandywine Oak Private Wealth
Pennsylvania
$2.09M 96,143 +5,022 +6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.82M 83,591 +14,280 +21%
LFS
15
Legacy Financial Strategies
Kansas
$1.58M 72,610 +6,847 +10%
LPL Financial
16
LPL Financial
California
$1.54M 70,631 -8,365 -11%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.5M 70,521 +4,375 +7%
GC
18
Guggenheim Capital
Illinois
$1.2M 55,297 -1,692 -3%
CWM
19
Chemistry Wealth Management
New York
$1.06M 48,866 +48,866 New
NLP
20
Next Level Private
New York
$1.06M 48,866 +48,866 New
Stifel Financial
21
Stifel Financial
Missouri
$1.02M 46,885 -1,931 -4%
CA
22
Cetera Advisors
Colorado
$990K 45,477 -21,132 -32%
KWM
23
Kingsview Wealth Management
Oregon
$918K 42,130 -200 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$888K 36,957 -4,799 -11%
ASN
25
Advisory Services Network
Georgia
$853K 39,174 +1,674 +4%
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