Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free MMD Stock Alerts

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

MainStay MacKay DefinedTerm Municipal Opportunities Fund logo
$14.92 -0.01 (-0.03%)
Closing price 03:59 PM Eastern
Extended Trading
$14.92 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$20.93M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$5.42M
Get MMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling MainStay MacKay DefinedTerm Municipal Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/3/2026Oppenheimer & 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%
6/3/2026NewEdge Advisors LLC97,220$1.44M0.0%+1.3%0.000%
5/19/2026Bank of America Corp DE318,039$4.72M0.0%-1.6%0.000%
5/18/2026Rivernorth Capital Management LLC68,560$1.02M0.1%+70.4%0.000%
5/18/2026Royal Bank of Canada148,423$2.20M0.0%-2.7%0.000%
5/13/2026Cetera Investment Advisers12,963$193K0.0%-19.0%0.000%
5/5/2026Bank of New York Mellon Corp37,249$553K0.0%+56.6%0.000%
5/1/2026Fifth 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%
2/19/2026Invesco Ltd.37,015$550K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP18,103$269K0.0%N/A0.000%
2/18/2026Rivernorth Capital Management LLC40,239$598K0.0%N/A0.000%
2/18/2026Millennium Management LLC26,081$388K0.0%N/A0.000%
2/18/2026Main Street Financial Solutions LLC13,603$202K0.0%+34.4%0.000%
2/18/2026Balyasny Asset Management L.P.62,636$931K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC35,062$521K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC449,927$6.69M0.0%+7.1%0.000%
2/17/2026 Scarborough Advisors LLC19,530$290K0.0%N/A0.000%
2/17/2026Equitable Holdings Inc.25,524$380K0.0%-3.9%0.000%
2/17/2026Osaic Holdings Inc.14,546$216K0.0%-7.8%0.000%
2/17/2026&PARTNERS33,047$491K0.0%N/A0.000%
2/17/2026Royal Bank of Canada152,597$2.27M0.0%+0.8%0.000%
2/16/2026Landscape 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%
2/13/2026Thomas J. Herzfeld Advisors Inc.97,226$1.45M0.5%+0.7%0.000%
2/13/2026Stifel Financial Corp19,642$292K0.0%-56.2%0.000%
2/13/2026Wells Fargo & Company MN256,146$3.81M0.0%+9.2%0.000%
2/12/2026Jane Street Group LLC22,064$328K0.0%+6.7%0.000%
2/12/2026Steward Partners Investment Advisory LLC30,675$456K0.0%-5.0%0.000%
2/11/2026LPL Financial LLC56,432$839K0.0%-55.5%0.000%
2/11/2026 Ackerman Capital Advisors LLC66,595$990K0.2%+41.8%0.000%
2/10/2026Pasadena Private Wealth LLC10,000$149K0.0%N/A0.000%
2/10/2026Northwestern Mutual Wealth Management Co.24,986$372K0.0%-4.9%0.000%
Buy this stock tomorrow (Ad)

Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race. With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.tc pixel

Get the ticker symbol and full details at no charge today
2/3/2026NewEdge Wealth LLC11,520$171K0.0%-14.0%0.000%
2/2/2026Wolverine Asset Management LLC88,173$1.31M0.0%N/A0.000%
1/29/2026Comerica Bank3,647$54K0.0%-29.5%0.000%
1/29/2026ProVise 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%
11/20/2025Centaurus Financial Inc.25,319$383K0.0%-10.3%0.000%
11/17/2025Mercer Global Advisors Inc. ADV50,471$764K0.0%+24.5%0.000%
11/17/2025Elevation Point Wealth Partners LLC12,141$184K0.0%N/A0.000%
11/17/2025Bank of America Corp DE292,231$4.42M0.0%-10.5%0.000%
11/17/2025Ameriprise Financial Inc.28,661$434K0.0%+22.3%0.000%
11/14/2025Raymond 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%
11/14/2025Equitable Holdings Inc.26,560$402K0.0%+11.6%0.000%
11/13/2025Landscape Capital Management L.L.C.22,924$347K0.0%-50.2%0.000%
11/13/2025UBS Group AG70,378$1.07M0.0%-33.3%0.000%
11/13/2025ProVise Management Group LLC88,448$1.34M0.1%-1.3%0.000%
11/13/2025Intellus Advisors LLC83,842$1.27M0.2%-7.7%0.000%
11/12/2025AlphaCore Capital LLC11,000$167K0.0%-12.8%0.000%
11/6/2025 Whipplewood Advisors LLC49,571$750K0.5%+2.5%0.000%
11/5/2025Envestnet 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%
9/4/2025Osaic 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%
8/8/2025 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%
8/4/2025Wolverine 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
7/14/2025U.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%
5/16/2025Plancorp LLC16,807$253K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC40,212$606K0.0%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), Almitas Capital LLC ($8.30M), Guggenheim Capital LLC ($6.69M), Bank of America Corp DE ($4.72M), Raymond James & Associates ($4.23M), and Wells Fargo & Company MN ($3.81M).Learn more on MainStay MacKay DefinedTerm Municipal Opportunities Fund's institutional investors.

Of the 69 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), Almitas Capital LLC ($275.79K), Jane Street Group LLC ($271.54K), Guggenheim Capital LLC ($193.26K), Wolverine Asset Management LLC ($131.70K), and Envestnet Asset Management Inc. ($114.64K).

Institutional investors have bought a total of 1,403,747 shares in the last 24 months. This purchase volume represents approximately $20.93M in transactions.

Of the 30 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 City of London Investment Management Co. Ltd. ($22.35K).

Institutional investors have sold a total of 361,566 shares in the last 24 months. This volume of shares sold represents approximately $5.42M in transactions.


Related Companies

This page (NYSE:MMD) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel