We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.7M +$334K +15,729 +2%
Bank of America
2
Bank of America
North Carolina
$19.1M -$535K -25,212 -3%
RJA
3
Raymond James & Associates
Florida
$12.5M -$93.7K -4,414 -0.8%
Wells Fargo
4
Wells Fargo
California
$8.49M +$173K +8,161 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.13M -$36.3K -1,709 -0.7%
TCA
6
Transcend Capital Advisors
New Jersey
$3.83M +$3.73M +175,957 New
UBS Group
7
UBS Group
Switzerland
$3.51M -$11.3K -532 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.24M -$212K -10,000 -6%
KAS
9
Kestra Advisory Services
Texas
$2.72M +$1.94M +91,622 +279%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$395K +18,623 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.35M +$22.1K +1,042 +1%
PMG
12
ProVise Management Group
Florida
$1.48M +$48.8K +2,300 +4%
VanEck Associates
13
VanEck Associates
New York
$1.41M -$84.4K -3,977 -6%
LPL Financial
14
LPL Financial
California
$1.27M +$70.9K +3,340 +6%
LFS
15
Legacy Financial Strategies
Kansas
$1.19M +$101K +4,765 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.14M -$4.88K -230 -0.4%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.11M -$241K -11,371 -17%
Stifel Financial
18
Stifel Financial
Missouri
$886K -$61.2K -2,885 -7%
ASN
19
Advisory Services Network
Georgia
$817K -$29.4K -1,383 -4%
Ameriprise
20
Ameriprise
Minnesota
$759K -$1.85K -87 -0.2%
CA
21
Cetera Advisors
Colorado
$759K +$152K +7,174 +26%
UR
22
USCA RIA
Texas
$674K -$42.4K -2,000 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$672K +$34.6K +1,632 +6%
Invesco
24
Invesco
Georgia
$628K -$2.4K -113 -0.4%
PWS
25
Private Wealth Strategies
Ohio
$584K +$6.75K +318 +1%