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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$14.64 -0.03 (-0.17%)
Closing price 08/4/2025 03:57 PM Eastern
Extended Trading
$13.64 -1.00 (-6.83%)
As of 07:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE:MMD)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$43.95M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$28.31M
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Skip Chart & View Institutional Buying and Selling Data

MMD Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Wolverine Asset Management LLC36,880$545K0.0%+193.4%0.000%
8/1/2025 Envestnet Asset Management Inc.114,635$1.70M0.0%+19.5%0.000%
7/31/2025 Whipplewood Advisors LLC48,382$716K0.4%+21,120.2%0.000%
7/28/2025 WealthPLAN Partners LLC27,771$411K0.1%N/A0.000%
7/25/2025 Integrated Capital Management Inc.22,462$332K0.3%+23.9%0.000%
7/25/2025 Ackerman Capital Advisors LLC34,945$517K0.1%+10.5%0.000%
7/24/2025 Cyndeo Wealth Partners LLC12,127$179K0.0%-36.3%0.000%
7/24/2025 Gilliland Jeter Wealth Management LLC16,177$239K0.1%-21.3%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC15,000$222K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC104,127$1.54M0.0%+18.6%0.000%
5/16/2025 Plancorp LLC16,807$253K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC40,212$606K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.26,252$396K0.0%-70.2%0.000%
5/15/2025Royal Bank of Canada162,191$2.45M0.0%+12.0%0.000%
5/15/2025Landscape Capital Management L.L.C.53,213$802K0.1%+145.1%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.71,859$1.08M0.4%+27.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.30,972$467K0.0%+3.5%0.000%
5/13/2025Raymond James Financial Inc.393,347$5.93M0.0%+77.4%0.000%
5/12/2025Wolverine Asset Management LLC12,572$190K0.0%N/A0.000%
5/12/2025AlphaCore Capital LLC12,617$190K0.0%N/A0.000%
5/9/2025City of London Investment Management Co. Ltd.109,614$1.65M0.2%-45.5%0.000%
5/9/2025 Ackerman Capital Advisors LLC31,617$477K0.1%+44.1%0.000%
5/8/2025ProVise Management Group LLC92,107$1.39M0.1%+3.1%0.000%
5/7/2025LPL Financial LLC118,799$1.79M0.0%+50.7%0.000%
5/7/2025Intellus Advisors LLC88,558$1.34M0.2%-1.0%0.000%
5/6/2025Cetera Investment Advisers16,024$242K0.0%N/A0.000%
5/6/2025 Arlington Capital Management Inc.17,417$263K0.2%+21.5%0.000%
5/6/2025Readystate Asset Management LP55,429$836K0.0%-31.9%0.000%
5/2/2025Summit X LLC38,419$579K0.1%+55.3%0.000%
4/30/2025Stonebrook Private Inc.62,877$948K0.2%-17.2%0.000%
4/29/2025 Envestnet Asset Management Inc.95,948$1.45M0.0%+3.6%0.000%
4/29/2025Calamos Advisors LLC19,800$299K0.0%-3.8%0.000%
4/24/2025 Transcend Capital Advisors LLC12,141$183K0.0%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.10,700$161K0.0%N/A0.000%
4/22/2025 XML Financial LLC38,380$579K0.1%-19.3%0.000%
4/17/2025 Janney Montgomery Scott LLC23,336$352K0.0%+53.2%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.359,982$5.43M0.2%+200.2%0.000%
4/9/2025 Integrated Capital Management Inc.18,135$273K0.2%+32.7%0.000%
4/9/2025 NBC Securities Inc.2,000$30K0.0%+99,900.0%0.000%
2/18/2025Elequin Capital LP4,682$70K0.0%N/A0.000%
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2/17/2025Stonebrook Private Inc.75,897$1.13M0.3%-1.0%0.000%
2/17/2025Nomura Holdings Inc.23,700$354K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC82,017$1.23M0.4%N/A0.000%
2/17/2025Bank of America Corp DE308,432$4.61M0.0%-58.2%0.000%
2/17/2025Ameriprise Financial Inc.168,899$2.54M0.0%-42.4%0.000%
2/14/2025Jane Street Group LLC10,549$157K0.0%-98.5%0.000%
2/14/2025Stifel Financial Corp41,871$625K0.0%-13.8%0.000%
2/13/2025NewEdge Advisors LLC133,435$1.99M0.0%+36.6%0.000%
2/13/2025Guggenheim Capital LLC22,819$341K0.0%-74.3%0.000%
2/13/2025Walleye Capital LLC16,486$246K0.0%N/A0.000%
2/13/2025XTX Topco Ltd12,670$189K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.19,968$298K0.0%-25.4%0.000%
2/13/2025Summit Financial Wealth Advisors LLC34,525$536K0.1%-16.7%0.000%
2/13/2025Raymond James Financial Inc.221,712$3.31M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.92,647$1.38M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN238,404$3.56M0.0%-3.9%0.000%
2/12/2025Landscape Capital Management L.L.C.21,713$324K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.56,328$841K0.3%N/A0.000%
2/12/2025 Arlington Capital Management Inc.14,333$214K0.1%N/A0.000%
2/11/2025LPL Financial LLC78,809$1.18M0.0%-57.1%0.000%
2/11/2025Intellus Advisors LLC89,443$1.34M0.2%N/A0.000%
2/11/2025ProVise Management Group LLC89,347$1.33M0.1%+3.9%0.000%
2/10/2025Commonwealth Equity Services LLC12,750$190K0.0%+8.7%0.000%
2/7/2025Summit X LLC24,741$369K0.1%+19.2%0.000%
2/6/2025Raymond James Financial Inc.221,712$3.31M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC33,563$501K0.0%-14.4%0.000%
2/5/2025Noble Wealth Management PBC40,000$597K0.4%N/A0.000%
2/5/2025 Whipplewood Advisors LLC29,925$447K0.3%N/A0.000%
2/4/2025 Ackerman Capital Advisors LLC21,942$328K0.1%N/A0.000%
1/28/2025 Gilliland Jeter Wealth Management LLC20,552$307K0.1%-18.8%0.000%
1/24/2025Calamos Advisors LLC20,592$307K0.0%N/A0.000%
1/21/2025 Cyndeo Wealth Partners LLC18,849$281K0.0%+12.4%0.000%
1/17/2025 Janney Montgomery Scott LLC15,233$227K0.0%-39.3%0.000%
1/17/2025 XML Financial LLC47,546$710K0.1%-64.5%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.119,911$1.79M0.1%N/A0.000%
1/14/2025Rovin Capital UT ADV28,114$420K0.2%+4.0%0.000%
1/14/2025 Park Avenue Securities LLC87,242$1.30M0.0%N/A0.000%
1/14/2025 Integrated Capital Management Inc.13,664$204K0.2%N/A0.000%
11/15/2024Jane Street Group LLC692,000$11.67M0.0%+64.0%0.000%
11/15/2024Stifel Financial Corp48,556$819K0.0%+9.3%0.000%
11/14/2024Rockefeller Capital Management L.P.26,752$451K0.0%-4.3%0.000%
11/13/2024Summit Financial Wealth Advisors LLC41,446$699K0.1%-4.8%0.000%
11/12/2024Stonebrook Private Inc.76,679$1.29M0.3%-7.2%0.000%
11/8/2024Advisors Asset Management Inc.123,488$2.08M0.0%-32.4%0.000%
11/4/2024Wolverine Asset Management LLC6,644$112K0.0%N/A0.000%
11/2/2024 XML Financial LLC134,072$2.26M0.2%-9.3%0.000%
10/19/2024 Cyndeo Wealth Partners LLC16,768$283K0.0%N/A0.000%
10/18/2024Raymond James & Associates251,062$4.23M0.0%-2.6%0.000%
10/18/2024 Legacy Financial Strategies LLC12,546$212K0.0%-28.1%0.000%
10/8/2024 Future Financial Wealth Managment LLC5,000$84K0.1%N/A0.000%
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10/8/2024 Sovereign Financial Group Inc.14,046$237K0.1%-10.8%0.000%
8/21/2024 Granite Bay Wealth Management LLC58,590$953K0.0%N/A0.000%
8/16/2024NewEdge Advisors LLC88,864$1.47M0.0%+153.2%0.000%
8/16/2024Almitas Capital LLC500,407$8.30M3.4%+122.8%0.000%
8/12/2024ProVise Management Group LLC78,719$1.31M0.1%+24.5%0.000%
8/9/2024City of London Investment Management Co. Ltd.260,985$4.33M0.4%+30.3%0.000%
8/6/2024Stonebrook Private Inc.82,616$1.37M0.4%-23.5%0.000%
7/24/2024 Gilliland Jeter Wealth Management LLC25,322$420K0.1%-12.7%0.000%
7/23/2024 XML Financial LLC147,803$2.45M0.2%-16.2%0.000%
7/19/2024Raymond James & Associates257,731$4.27M0.0%-7.8%0.000%
(Data available from 1/1/2016 forward)

MMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMD shares?

During the previous two years, 81 institutional investors and hedge funds held shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund. The most heavily invested institutionals were Almitas Capital LLC ($8.30M), Raymond James Financial Inc. ($5.93M), Hennion & Walsh Asset Management Inc. ($5.43M), Bank of America Corp DE ($4.61M), Raymond James & Associates ($4.23M), Wells Fargo & Company MN ($3.56M), and UBS Group AG ($2.63M).Learn more on MainStay MacKay DefinedTerm Municipal Opportunities Fund's institutional investors.

Which institutional investors have been buying MainStay MacKay DefinedTerm Municipal Opportunities Fund's stock?

Of the 68 institutional investors that purchased MainStay MacKay DefinedTerm Municipal Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($615.06K), Hennion & Walsh Asset Management Inc. ($359.98K), Almitas Capital LLC ($275.79K), City of London Investment Management Co. Ltd. ($273.96K), Jane Street Group LLC ($270.15K), Granite Bay Wealth Management LLC ($175.77K), and Envestnet Asset Management Inc. ($114.64K).

How much institutional buying is happening at MainStay MacKay DefinedTerm Municipal Opportunities Fund?

Institutional investors have bought a total of 2,848,303 shares in the last 24 months. This purchase volume represents approximately $43.95M in transactions.

Which of MainStay MacKay DefinedTerm Municipal Opportunities Fund's major shareholders have been selling company stock?

Of the 23 institutional investors that sold MainStay MacKay DefinedTerm Municipal Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($681.45K), Bank of America Corp DE ($429.74K), Ameriprise Financial Inc. ($124.14K), Advisors Asset Management Inc. ($121.06K), XML Financial LLC ($109.42K), LPL Financial LLC ($104.99K), and City of London Investment Management Co. Ltd. ($91.39K).

How much institutional selling is happening at MainStay MacKay DefinedTerm Municipal Opportunities Fund?

Institutional investors have sold a total of 1,879,216 shares in the last 24 months. This volume of shares sold represents approximately $28.31M in transactions.


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This page (NYSE:MMD) was last updated on 8/5/2025 by MarketBeat.com Staff
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