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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

MainStay MacKay DefinedTerm Municipal Opportunities Fund logo
$15.10 -0.05 (-0.30%)
Closing price 10/14/2025 03:58 PM Eastern
Extended Trading
$15.12 +0.01 (+0.07%)
As of 10/14/2025 04:04 PM 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)
$41.76M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$28.88M
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MMD Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Cyndeo Wealth Partners LLC13,199$200K0.0%+8.8%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC19,026$288K0.0%+26.8%0.000%
10/8/2025 Integrated Capital Management Inc.16,957$257K0.2%-24.5%0.000%
9/29/2025 Summit Financial Wealth Advisors LLC13,500$200K0.0%-51.8%0.000%
9/4/2025Osaic Holdings Inc.17,061$252K0.0%-20.7%0.000%
8/29/2025Centaurus Financial Inc.28,212$417K0.0%N/A0.000%
8/15/2025Bank of America Corp DE326,646$4.83M0.0%+4.3%0.000%
8/15/2025Ameriprise Financial Inc.23,437$347K0.0%-21.7%0.000%
8/14/2025Raymond James Financial Inc.501,635$7.42M0.0%+27.5%0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.96,544$1.43M0.5%+34.4%0.000%
8/13/2025Guggenheim Capital LLC291,477$4.31M0.0%+128.0%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.26,280$389K0.0%-15.1%0.000%
8/12/2025Intellus Advisors LLC90,806$1.34M0.2%+2.5%0.000%
8/11/2025Stonebrook Private Inc.60,492$895K0.2%-3.8%0.000%
8/8/2025Rockefeller Capital Management L.P.23,909$354K0.0%N/A0.000%
8/8/2025City of London Investment Management Co. Ltd.87,267$1.29M0.1%-20.4%0.000%
8/8/2025Calamos Advisors LLC29,436$435K0.0%+48.7%0.000%
8/7/2025Summit X LLC30,161$446K0.1%-21.5%0.000%
8/4/2025Wolverine Asset Management LLC36,880$545K0.0%+193.4%0.000%
8/1/2025Envestnet Asset Management Inc.114,635$1.70M0.0%+19.5%0.000%
7/31/2025Whipplewood Advisors LLC48,382$716K0.4%+21,120.2%0.000%
7/28/2025WealthPLAN Partners LLC27,771$411K0.1%N/A0.000%
7/25/2025 Integrated Capital Management Inc.22,462$332K0.3%+23.9%0.000%
7/25/2025Ackerman Capital Advisors LLC34,945$517K0.1%+10.5%0.000%
7/24/2025 Cyndeo Wealth Partners LLC12,127$179K0.0%-36.3%0.000%
7/24/2025Gilliland 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%
7/14/2025Park Avenue Securities LLC104,127$1.54M0.0%+18.6%0.000%
5/16/2025Plancorp 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%
5/9/2025Ackerman 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%
5/6/2025Arlington 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%
4/29/2025Envestnet Asset Management Inc.95,948$1.45M0.0%+3.6%0.000%
4/29/2025Calamos Advisors LLC19,800$299K0.0%-3.8%0.000%
4/24/2025Transcend Capital Advisors LLC12,141$183K0.0%N/A0.000%
4/23/2025Oppenheimer & Co. Inc.10,700$161K0.0%N/A0.000%
4/22/2025XML Financial LLC38,380$579K0.1%-19.3%0.000%
4/17/2025Janney 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%
4/9/2025Integrated Capital Management Inc.18,135$273K0.2%+32.7%0.000%
4/9/2025NBC Securities Inc.2,000$30K0.0%+99,900.0%0.000%
2/18/2025Elequin Capital LP4,682$70K0.0%N/A0.000%
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%
2/13/2025Envestnet 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%
2/12/2025Arlington 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%
2/5/2025Whipplewood Advisors LLC29,925$447K0.3%N/A0.000%
2/4/2025Ackerman Capital Advisors LLC21,942$328K0.1%N/A0.000%
1/28/2025Gilliland Jeter Wealth Management LLC20,552$307K0.1%-18.8%0.000%
1/24/2025Calamos Advisors LLC20,592$307K0.0%N/A0.000%
1/21/2025Cyndeo Wealth Partners LLC18,849$281K0.0%+12.4%0.000%
1/17/2025Janney Montgomery Scott LLC15,233$227K0.0%-39.3%0.000%
1/17/2025XML 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%
1/14/2025Park Avenue Securities LLC87,242$1.30M0.0%N/A0.000%
1/14/2025Integrated 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%
(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, 82 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. ($7.42M), Hennion & Walsh Asset Management Inc. ($5.43M), Bank of America Corp DE ($4.83M), Guggenheim Capital LLC ($4.31M), Raymond James & Associates ($4.23M), and Wells Fargo & Company MN ($3.56M).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 70 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. ($723.35K), 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), Guggenheim Capital LLC ($163.61K), and Granite Bay Wealth Management LLC ($117.18K).

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

Institutional investors have bought a total of 2,765,208 shares in the last 24 months. This purchase volume represents approximately $41.87M in transactions.

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

Of the 26 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. ($130.65K), Advisors Asset Management Inc. ($121.06K), City of London Investment Management Co. Ltd. ($113.73K), XML Financial LLC ($109.42K), and LPL Financial LLC ($104.99K).

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

Institutional investors have sold a total of 1,920,719 shares in the last 24 months. This volume of shares sold represents approximately $28.88M in transactions.


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This page (NYSE:MMD) was last updated on 10/15/2025 by MarketBeat.com Staff
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