S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
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3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$16.11
+0.03 (+0.19%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE:MMD)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$25.29M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$13.63M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024Future Financial Wealth Managment LLC5,000$82K0.1%N/A0.000%
4/10/2024 Legacy Financial Strategies LLC11,905$195K0.1%-8.9%0.000%
2/15/2024Cohen & Steers Inc.54,501$886K0.0%+172.5%0.000%
2/14/2024Royal Bank of Canada132,706$2.16M0.0%-15.3%0.000%
2/14/2024XML Financial LLC223,754$3.64M0.4%-35.5%0.000%
2/13/2024Cetera Advisor Networks LLC37,064$602K0.0%-10.4%0.000%
2/13/2024ArchPoint Investors109,514$1.78M0.7%+34.3%0.000%
2/13/20241607 Capital Partners LLC92,563$1.50M0.1%N/A0.000%
2/12/2024Weiss Asset Management LP34,818$566K0.0%N/A0.000%
2/12/2024Stifel Financial Corp48,795$793K0.0%-5.9%0.000%
2/12/2024Steward Partners Investment Advisory LLC42,448$690K0.0%+1.7%0.000%
2/12/2024Parallel Advisors LLC8,224$134K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC57,830$940K0.1%-20.7%0.000%
2/9/2024City of London Investment Management Co. Ltd.213,224$3.47M0.3%N/A0.000%
2/9/2024UBS Group AG145,486$2.36M0.0%-12.0%0.000%
2/8/2024Summit X LLC25,052$407K0.1%+31.5%0.000%
2/8/2024Robinson Capital Management LLC10,930$178K0.1%N/A0.000%
2/8/2024Kingsview Wealth Management LLC42,172$685K0.0%-4.4%0.000%
2/8/2024Eudaimonia Partners LLC17,978$292K0.1%N/A0.000%
2/8/2024Janney Montgomery Scott LLC24,899$405K0.0%-6.0%0.000%
2/7/2024 NBC Securities Inc.2,000$32K0.0%+100.0%0.000%
2/6/2024Sovereign Financial Group Inc.14,870$242K0.1%-15.4%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC63,710$1.04M0.0%-8.3%0.000%
2/6/2024Great Valley Advisor Group Inc.24,900$405K0.0%-3.9%0.000%
2/5/2024Kestra Private Wealth Services LLC11,775$191K0.0%-58.9%0.000%
2/5/2024Stonebrook Private Inc.108,173$1.76M0.6%N/A0.000%
2/5/2024Transcend Capital Advisors LLC86,449$1.41M0.1%-35.5%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC29,982$487K0.2%N/A0.000%
2/1/2024Wolverine Asset Management LLC32,591$530K0.0%N/A0.000%
2/1/2024 Legacy Financial Strategies LLC13,075$212K0.1%-49.5%0.000%
1/31/2024Western Wealth Management LLC20,513$333K0.0%-13.4%0.000%
1/30/2024Bison Wealth LLC18,892$307K0.1%-19.7%0.000%
1/29/2024NewEdge Wealth LLC32,608$530K0.0%-3.0%0.000%
1/26/2024Cerity Partners LLC10,563$172K0.0%-63.3%0.000%
1/24/2024Stratos Wealth Partners LTD.16,059$261K0.0%N/A0.000%
1/19/2024Summit Financial Wealth Advisors LLC56,688$921K0.2%-3.4%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.124,411$2.02M0.0%-24.8%0.000%
1/16/2024Raymond James & Associates270,817$4.40M0.0%+18.4%0.000%
1/11/2024JGP Wealth Management LLC32,918$535K0.1%N/A0.000%
11/21/2023Comerica Bank6,000$96K0.0%N/A0.000%
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11/16/2023Morgan Stanley1,136,908$18.11M0.0%-1.0%0.000%
11/15/2023Royal Bank of Canada156,618$2.50M0.0%-7.7%0.000%
11/15/2023Ameriprise Financial Inc.237,996$3.79M0.0%+8.6%0.000%
11/15/2023Advisors Asset Management Inc.363,281$5.79M0.1%+7.8%0.000%
11/14/2023Summit Financial Wealth Advisors LLC58,688$891K0.2%-2.0%0.000%
11/13/2023Stifel Financial Corp51,830$826K0.0%-2.7%0.000%
11/13/2023LPL Financial LLC168,135$2.68M0.0%+7.9%0.000%
11/13/2023Bison Wealth LLC23,537$375K0.1%+101.1%0.000%
11/13/2023ArchPoint Investors81,514$1.30M0.5%+84.6%0.000%
11/13/2023Invesco Ltd.51,899$827K0.0%+3.3%0.000%
11/13/2023 Legacy Financial Strategies LLC25,878$396K0.1%-39.8%0.000%
11/9/2023UBS Group AG165,360$2.63M0.0%-1.2%0.000%
11/8/2023ProVise Management Group LLC72,930$1.16M0.1%-2.0%0.000%
11/8/2023NewEdge Wealth LLC33,619$536K0.0%+14.0%0.000%
11/8/2023Western Wealth Management LLC23,689$377K0.0%-13.2%0.000%
11/7/2023Kingsview Wealth Management LLC44,123$703K0.0%-3.9%0.000%
11/7/2023Great Valley Advisor Group Inc.25,900$413K0.0%-3.3%0.000%
11/6/2023XML Financial LLC346,933$5.53M0.7%-1.4%0.000%
11/6/2023Ieq Capital LLC10,087$161K0.0%N/A0.000%
11/6/2023Summit X LLC19,050$304K0.1%+33.4%0.000%
11/3/2023Sovereign Financial Group Inc.17,578$280K0.1%+64.9%0.000%
10/25/2023Rovin Capital UT ADV20,885$333K0.1%N/A0.000%
10/24/2023Center for Financial Planning Inc.2,000$32K0.0%N/A0.000%
10/24/2023Goodwin Daniel L51,760$825K0.4%+13.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.165,429$2.64M0.0%+8.6%0.000%
10/24/2023Raymond James & Associates228,658$3.64M0.0%-53.9%0.000%
10/23/2023Commonwealth Equity Services LLC27,383$436K0.0%-4.1%0.000%
10/12/2023Granite Bay Wealth Management LLC58,590$974K0.0%N/A0.000%
8/24/2023ProVise Management Group LLC74,432$1.27M0.1%-0.9%0.000%
8/21/2023Osaic Holdings Inc.77,596$1.33M0.0%+5.5%0.000%
8/15/2023Equitable Holdings Inc.96,133$1.64M0.0%+8.4%0.000%
8/15/2023Wells Fargo & Company MN185,900$3.17M0.0%+9.6%0.000%
8/15/2023Rockefeller Capital Management L.P.25,855$441K0.0%-14.5%0.000%
8/15/2023Stifel Financial Corp53,260$909K0.0%-1.3%0.000%
8/15/2023Cohen & Steers Inc.20,000$341K0.0%-71.2%0.000%
8/14/2023Bison Wealth LLC11,703$200K0.0%N/A0.000%
8/14/2023Cerity Partners LLC34,768$593K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC372,295$6.36M0.0%-10.5%0.000%
8/10/2023Osaic Holdings Inc.77,596$1.33M0.0%+5.5%0.000%
8/10/2023Commonwealth Equity Services LLC28,543$487K0.0%+2.4%0.000%
8/8/2023Kestra Private Wealth Services LLC28,389$485K0.0%+50.6%0.000%
8/7/2023XML Financial LLC351,908$6.01M0.7%+3.9%0.000%
8/2/2023Sigma Planning Corp16,400$280K0.0%N/A0.000%
8/1/2023Truist Financial Corp16,046$274K0.0%+45.6%0.000%
7/31/2023LPL Financial LLC155,843$2.66M0.0%+9.3%0.000%
7/31/2023Sovereign Financial Group Inc.10,657$182K0.1%N/A0.000%
7/26/2023Janney Montgomery Scott LLC26,881$459K0.0%-11.7%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.152,370$2.60M0.0%+2.9%0.000%
7/25/2023Raymond James & Associates495,727$8.46M0.0%+0.3%0.000%
7/24/2023Goodwin Daniel L45,610$779K0.4%+30.3%0.000%
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7/14/2023Farmers & Merchants Trust Co of Chambersburg PA1,575$27K0.0%N/A0.000%
7/13/2023Transcend Capital Advisors LLC133,960$2.29M0.2%-3.7%0.000%
7/12/2023Summit Financial Wealth Advisors LLC59,896$1.02M0.2%-5.6%0.000%
5/22/2023Ameriprise Financial Inc.196,392$3.45M0.0%+545.8%0.000%
5/17/2023Rockefeller Capital Management L.P.30,256$525K0.0%+35.6%0.000%
5/16/2023Jane Street Group LLC18,689$325K0.0%N/A0.000%
5/16/2023Snowden Capital Advisors LLC30,706$534K0.0%-8.7%0.000%
5/15/2023Equitable Holdings Inc.88,710$1.54M0.0%+4.6%0.000%
5/12/2023Stifel Financial Corp53,960$938K0.0%+5.7%0.000%
5/12/2023Advisors Asset Management Inc.279,142$4.85M0.1%+14.7%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, 84 institutional investors and hedge funds held shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund. The most heavily invested institutionals were Morgan Stanley ($18.11M), Bank of America Corp DE ($17.05M), Guggenheim Capital LLC ($6.36M), Advisors Asset Management Inc. ($5.79M), Raymond James & Associates ($4.40M), Ameriprise Financial Inc. ($3.79M), and XML Financial LLC ($3.64M).Learn more on MMD's institutional investors.

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

Of the 77 institutional investors that purchased MainStay MacKay DefinedTerm Municipal Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: XML Financial LLC ($411.88K), Advisors Asset Management Inc. ($287.86K), City of London Investment Management Co. Ltd. ($213.22K), Ameriprise Financial Inc. ($184.78K), Guggenheim Capital LLC ($169.19K), Stonebrook Private Inc. ($108.17K), and Raymond James Financial Services Advisors Inc. ($105.22K).

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

Institutional investors have bought a total of 3,229,585 shares in the last 24 months. This purchase volume represents approximately $54.03M in transactions.

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

Of the 41 institutional investors that sold MainStay MacKay DefinedTerm Municipal Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($340.31K), Morgan Stanley ($224.43K), UBS Group AG ($153.61K), XML Financial LLC ($148.40K), Raymond James Financial Services Advisors Inc. ($117.23K), Transcend Capital Advisors LLC ($108.35K), and Royal Bank of Canada ($75.68K).

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

Institutional investors have sold a total of 1,911,735 shares in the last 24 months. This volume of shares sold represents approximately $31.63M in transactions.


This page (NYSE:MMD) was last updated on 4/19/2024 by MarketBeat.com Staff

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