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 %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M 1,136,908 -11,918 -1%
Bank of America
2
Bank of America
North Carolina
$16M 1,006,675 +2,863 +0.3%
AAM
3
Advisors Asset Management
Colorado
$5.79M 363,281 +26,187 +8%
GC
4
Guggenheim Capital
Illinois
$5.78M 362,993 -9,302 -2%
XF
5
XML Financial
Maryland
$5.53M 346,933 -4,975 -1%
Ameriprise
6
Ameriprise
Minnesota
$3.79M 237,996 +18,796 +9%
RJA
7
Raymond James & Associates
Florida
$3.64M 228,658 -267,069 -54%
Wells Fargo
8
Wells Fargo
California
$3.29M 206,629 +20,729 +11%
LPL Financial
9
LPL Financial
California
$2.68M 168,135 +12,292 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.64M 165,429 +13,059 +9%
UBS Group
11
UBS Group
Switzerland
$2.63M 165,360 -1,993 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.5M 156,618 -13,090 -8%
TCA
13
Transcend Capital Advisors
New Jersey
$2.14M 134,079 +119 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.54M 96,506 +18,910 +24%
AI
15
ArchPoint Investors
Florida
$1.3M 81,514 +37,356 +85%
EH
16
Equitable Holdings
New York
$1.23M 77,388 -18,745 -19%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.21M 75,909 +12,203 +19%
PMG
18
ProVise Management Group
Florida
$1.16M 72,930 -1,502 -2%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.11M 69,510 – –
GBWM
20
Granite Bay Wealth Management
New Hampshire
$974K 58,590 +58,590 New
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$891K 58,688 -1,208 -2%
Invesco
22
Invesco
Georgia
$827K 51,899 +1,657 +3%
Stifel Financial
23
Stifel Financial
Missouri
$826K 51,830 -1,430 -3%
DLG
24
Daniel L. Goodwin
$825K 51,760 +6,150 +13%
KWM
25
Kingsview Wealth Management
Oregon
$703K 44,123 -1,775 -4%
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