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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.57M +$424K +27,789 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$5.93M +$2.62M +171,635 +77%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.43M +$3.67M +240,071 +200%
Bank of America
4
Bank of America
North Carolina
$4.72M +$70.8K +4,633 +2%
Wells Fargo
5
Wells Fargo
California
$4.52M +$938K +61,406 +26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.45M +$266K +17,390 +12%
NA
7
NewEdge Advisors
Louisiana
$1.99M -$23.6K -1,547 -1%
GC
8
Guggenheim Capital
Illinois
$1.93M +$1.6M +105,044 +460%
LPL Financial
9
LPL Financial
California
$1.79M +$611K +39,990 +51%
UBS Group
10
UBS Group
Switzerland
$1.71M -$813K -53,257 -32%
COLIM
11
City of London Investment Management
United Kingdom
$1.65M -$1.4M -91,385 -45%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.45M +$50.4K +3,301 +4%
PMG
13
ProVise Management Group
Florida
$1.39M +$42.1K +2,760 +3%
IA
14
Intellus Advisors
Florida
$1.34M -$13.5K -885 -1%
PAS
15
Park Avenue Securities
New York
$1.32M +$8.31K +544 +0.6%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.08M +$237K +15,531 +28%
LSC
17
Logan Stone Capital
Illinois
$1.02M -$218K -14,295 -17%
SP
18
Stonebrook Private
Michigan
$948K -$199K -13,020 -17%
RAM
19
Readystate Asset Management
Illinois
$836K -$396K -25,934 -32%
LCM
20
Landscape Capital Management
New Jersey
$802K +$481K +31,500 +145%
AQR Capital Management
21
AQR Capital Management
Connecticut
$606K +$614K +40,212 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$606K +$614K +40,212 New
NWMP
23
Noble Wealth Management PBC
Colorado
$605K +$2.29K +150 +0.4%
Stifel Financial
24
Stifel Financial
Missouri
$590K -$42K -2,750 -7%
SXL
25
Summit X LLC
Missouri
$579K +$209K +13,678 +55%
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