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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

MainStay MacKay DefinedTerm Municipal Opportunities Fund logo
$14.96 -0.07 (-0.47%)
As of 08/21/2026 03:58 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)
41
Total
Institutional Inflows
(last 12 months)
$17.83M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.84M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Hopwood Nicholas Hunter60,615$940K0.3%N/A0.000%
8/22/2026 Rareview Capital LLC38,814$574K0.3%+260.5%0.000%
8/20/2026 Rivernorth Capital Management LLC99,375$1.54M0.1%+44.9%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.20,078$311K0.0%-18.8%0.000%
8/8/2026 Main Street Financial Solutions LLC12,353$191K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp49,818$772K0.0%+33.7%0.000%
8/6/2026 Kelleher Financial Advisors1,840$29K0.0%+100.0%0.000%
8/3/2026 ProVise Management Group LLC103,033$1.60M0.1%+7.7%0.000%
8/3/2026 Oppenheimer & Co. Inc.11,242$174K0.0%+10.1%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.728,962$11.30M0.3%-1.0%0.000%
7/8/2026 Integrated Capital Management Inc.13,937$216K0.2%-21.5%0.000%
7/1/2026 Noble Wealth Management PBC124,708$1.93M0.9%+3.9%0.000%
6/3/2026 NewEdge Advisors LLC97,220$1.44M0.0%+1.3%0.000%
5/19/2026 Bank of America Corp DE318,039$4.72M0.0%-1.6%0.000%
5/18/2026 Rivernorth Capital Management LLC68,560$1.02M0.1%+70.4%0.000%
5/18/2026 Royal Bank of Canada148,423$2.20M0.0%-2.7%0.000%
5/13/2026 Cetera Investment Advisers12,963$193K0.0%-19.0%0.000%
5/5/2026 Bank of New York Mellon Corp37,249$553K0.0%+56.6%0.000%
5/1/2026 Fifth Third Bancorp3,647$54K0.0%N/A0.000%
4/30/2026 Whipplewood Advisors LLC48,812$725K0.4%-1.9%0.000%
4/30/2026 Kestra Advisory Services LLC15,422$229K0.0%+138.0%0.000%
4/28/2026 Rareview Capital LLC10,767$159K0.1%N/A0.000%
3/5/2026 Worthington Financial Partners LLC61,259$911K0.8%N/A0.000%
2/27/2026Financially in Tune LLC10,415$155K0.1%N/A0.000%
2/19/2026 Invesco Ltd.37,015$550K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP18,103$269K0.0%N/A0.000%
2/18/2026 Rivernorth Capital Management LLC40,239$598K0.0%N/A0.000%
2/18/2026 Millennium Management LLC26,081$388K0.0%N/A0.000%
2/18/2026 Main Street Financial Solutions LLC13,603$202K0.0%+34.4%0.000%
2/18/2026 Balyasny Asset Management L.P.62,636$931K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC35,062$521K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC449,927$6.69M0.0%+7.1%0.000%
2/17/2026 Scarborough Advisors LLC19,530$290K0.0%N/A0.000%
2/17/2026 Equitable Holdings Inc.25,524$380K0.0%-3.9%0.000%
2/17/2026 Osaic Holdings Inc.14,546$216K0.0%-7.8%0.000%
2/17/2026 &PARTNERS33,047$491K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada152,597$2.27M0.0%+0.8%0.000%
2/16/2026 Landscape Capital Management L.L.C.16,602$247K0.0%-27.6%0.000%
2/13/2026 Kestra Advisory Services LLC6,481$96K0.0%N/A0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.97,226$1.45M0.5%+0.7%0.000%
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2/13/2026 Stifel Financial Corp19,642$292K0.0%-56.2%0.000%
2/13/2026 Wells Fargo & Company MN256,146$3.81M0.0%+9.2%0.000%
2/12/2026 Jane Street Group LLC22,064$328K0.0%+6.7%0.000%
2/12/2026 Steward Partners Investment Advisory LLC30,675$456K0.0%-5.0%0.000%
2/11/2026 LPL Financial LLC56,432$839K0.0%-55.5%0.000%
2/11/2026 Ackerman Capital Advisors LLC66,595$990K0.2%+41.8%0.000%
2/10/2026 Pasadena Private Wealth LLC10,000$149K0.0%N/A0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.24,986$372K0.0%-4.9%0.000%
2/3/2026 NewEdge Wealth LLC11,520$171K0.0%-14.0%0.000%
2/2/2026 Wolverine Asset Management LLC88,173$1.31M0.0%N/A0.000%
1/29/2026Comerica Bank3,647$54K0.0%-29.5%0.000%
1/29/2026 ProVise Management Group LLC91,346$1.36M0.1%+3.3%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.739,494$11.00M0.4%+5.6%0.000%
1/7/2026 Cyndeo Wealth Partners LLC10,655$158K0.0%-19.3%0.000%
1/6/2026 Arlington Capital Management Inc.17,359$258K0.2%+8.4%0.000%
1/5/2026 Noble Wealth Management PBC85,993$1.28M0.6%+10.1%0.000%
1/5/2026 Park Avenue Securities LLC80,710$1.20M0.0%-6.0%0.000%
11/20/2025 Centaurus Financial Inc.25,319$383K0.0%-10.3%0.000%
11/17/2025 Mercer Global Advisors Inc. ADV50,471$764K0.0%+24.5%0.000%
11/17/2025 Elevation Point Wealth Partners LLC12,141$184K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE292,231$4.42M0.0%-10.5%0.000%
11/17/2025 Ameriprise Financial Inc.28,661$434K0.0%+22.3%0.000%
11/14/2025 Raymond James Financial Inc.567,803$8.59M0.0%+13.2%0.000%
11/14/2025 Arlington Capital Management Inc.16,020$242K0.2%N/A0.000%
11/14/2025 Equitable Holdings Inc.26,560$402K0.0%+11.6%0.000%
11/13/2025 Landscape Capital Management L.L.C.22,924$347K0.0%-50.2%0.000%
11/13/2025 UBS Group AG70,378$1.07M0.0%-33.3%0.000%
11/13/2025 ProVise Management Group LLC88,448$1.34M0.1%-1.3%0.000%
11/13/2025 Intellus Advisors LLC83,842$1.27M0.2%-7.7%0.000%
11/12/2025 AlphaCore Capital LLC11,000$167K0.0%-12.8%0.000%
11/6/2025 Whipplewood Advisors LLC49,571$750K0.5%+2.5%0.000%
11/5/2025 Envestnet Asset Management Inc.95,565$1.45M0.0%-16.6%0.000%
10/27/2025 WealthPLAN Partners LLC26,420$400K0.1%-4.9%0.000%
10/23/2025 Park Avenue Securities LLC85,886$1.30M0.0%-17.5%0.000%
10/22/2025 Ackerman Capital Advisors LLC46,949$710K0.1%+34.4%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.700,522$10.60M0.4%+45.4%0.000%
10/20/2025 XML Financial LLC31,955$483K0.0%-16.7%0.000%
10/15/2025 Plancorp LLC23,807$360K0.0%+41.6%0.000%
10/10/2025 Cyndeo Wealth Partners LLC13,199$200K0.0%+8.8%0.000%
10/9/2025U.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%
9/4/2025 Osaic Holdings Inc.17,061$252K0.0%-20.7%0.000%
8/29/2025 Centaurus Financial Inc.28,212$417K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE326,646$4.83M0.0%+4.3%0.000%
8/15/2025 Ameriprise Financial Inc.23,437$347K0.0%-21.7%0.000%
8/14/2025 Raymond James Financial Inc.501,635$7.42M0.0%+27.5%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.96,544$1.43M0.5%+34.4%0.000%
8/13/2025 Guggenheim Capital LLC291,477$4.31M0.0%+128.0%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.26,280$389K0.0%-15.1%0.000%
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8/12/2025 Intellus Advisors LLC90,806$1.34M0.2%+2.5%0.000%
8/11/2025 Stonebrook Private Inc.60,492$895K0.2%-3.8%0.000%
8/8/2025 Rockefeller Capital Management L.P.23,909$354K0.0%N/A0.000%
8/8/2025 City of London Investment Management Co. Ltd.87,267$1.29M0.1%-20.4%0.000%
8/8/2025 Calamos Advisors LLC29,436$435K0.0%+48.7%0.000%
8/7/2025Summit X LLC30,161$446K0.1%-21.5%0.000%
8/4/2025 Wolverine 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%


MMD Institutional Ownership - Frequently Asked Questions

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 Hennion & Walsh Asset Management Inc. ($11.30M), Raymond James Financial Inc. ($8.59M), Guggenheim Capital LLC ($6.69M), Bank of America Corp DE ($4.72M), Raymond James & Associates ($4.23M), Wells Fargo & Company MN ($3.81M), and Royal Bank of Canada ($2.20M).Learn more on MainStay MacKay DefinedTerm Municipal Opportunities Fund's institutional investors.

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. ($789.52K), Hennion & Walsh Asset Management Inc. ($617.75K), Jane Street Group LLC ($271.54K), Guggenheim Capital LLC ($193.26K), Wolverine Asset Management LLC ($131.70K), Envestnet Asset Management Inc. ($114.64K), and Park Avenue Securities LLC ($103.58K).

Institutional investors have bought a total of 1,186,154 shares in the last 24 months. This purchase volume represents approximately $17.83M in transactions.

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: LPL Financial LLC ($70.48K), Bank of America Corp DE ($39.57K), UBS Group AG ($35.16K), Landscape Capital Management L.L.C. ($29.40K), Stifel Financial Corp ($25.25K), Park Avenue Securities LLC ($23.42K), and Envestnet Asset Management Inc. ($19.07K).

Institutional investors have sold a total of 322,013 shares in the last 24 months. This volume of shares sold represents approximately $4.84M in transactions.


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Institutional ownership data for NYSE:MMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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