We are live on ! Find out more
MMD icon

NYLIM MacKay DefinedTerm Muni Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Legacy Financial Strategies
Kansas
$283K +$29.4K +1,493 +11%
DDPIC
27
Deroy & Devereaux Private Investment Counsel
Michigan
$275K +$275K +14,005 New
QCIG
28
Quad-Cities Investment Group
Iowa
$259K +$3.19K +162 +1%
SPIA
29
Steward Partners Investment Advisory
New York
$240K – – –
US Bancorp
30
US Bancorp
Minnesota
$239K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$236K +$28.4K +1,445 +14%
RJT
32
Raymond James Trust
Florida
$225K -$53.1K -2,700 -19%
BF
33
BOK Financial
Oklahoma
$196K – – –
Citigroup
34
Citigroup
New York
$136K -$9.83K -500 -7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$131K -$59K -3,000 -31%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$88K -$103K -5,232 -54%
AI
37
ArchPoint Investors
Florida
$48K – – –
AIM
38
Advantage Investment Management
Iowa
$35K – – –
AG
39
Advisor Group
Arizona
$20K – – –
BRC
40
Bell Rock Capital
Delaware
$20K – – –
MWM
41
Mascoma Wealth Management
New Hampshire
$20K – – –
AC
42
Avestar Capital
New York
$16K – – –
SWM
43
SeaCrest Wealth Management
New York
$7K – – –
HCM
44
Harvest Capital Management
New Hampshire
– -$339K -17,500 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$208K -10,714 Closed
SEI Investments
46
SEI Investments
Pennsylvania
– -$13K -667 Closed