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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

MainStay MacKay DefinedTerm Municipal Opportunities Fund logo
$13.77 +0.18 (+1.32%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$13.74 -0.03 (-0.25%)
As of 10/2/2026 07:30 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.
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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)
$18.12M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.66M
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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
10/1/2026 Noble Wealth Management PBC120,018$1.63M0.7%-3.8%0.000%
9/23/2026Envestnet Asset Management Inc.91,377$1.42M0.0%-2.8%0.000%
9/9/2026Robinson Capital Management LLC458,692$7.11M3.1%+6.1%0.000%
9/9/2026Arlington Capital Management Inc.18,694$290K0.2%+7.2%0.000%
9/9/2026NewEdge Advisors LLC103,674$1.61M0.0%+6.6%0.000%
9/2/20261607 Capital Partners LLC50,886$789K0.0%+30.2%0.000%
8/22/2026Hopwood Nicholas Hunter60,615$940K0.3%N/A0.000%
8/22/2026Rareview Capital LLC38,814$574K0.3%+260.5%0.000%
8/20/2026Rivernorth Capital Management LLC99,375$1.54M0.1%+44.9%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.20,078$311K0.0%-18.8%0.000%
8/8/2026Main Street Financial Solutions LLC12,353$191K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp49,818$772K0.0%+33.7%0.000%
8/6/2026Kelleher Financial Advisors1,840$29K0.0%+100.0%0.000%
8/3/2026ProVise Management Group LLC103,033$1.60M0.1%+7.7%0.000%
8/3/2026Oppenheimer & Co. Inc.11,242$174K0.0%+10.1%0.000%
7/9/2026Hennion & Walsh Asset Management Inc.728,962$11.30M0.3%-1.0%0.000%
7/8/2026Integrated 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%
4/30/2026Whipplewood Advisors LLC48,812$725K0.4%-1.9%0.000%
4/30/2026Kestra Advisory Services LLC15,422$229K0.0%+138.0%0.000%
4/28/2026Rareview Capital LLC10,767$159K0.1%N/A0.000%
3/5/2026Worthington 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%
2/17/2026Scarborough Advisors LLC19,530$290K0.0%N/A0.000%
2/17/2026Equitable Holdings Inc.25,524$380K0.0%-3.9%0.000%
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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%
2/13/2026Kestra 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%
2/11/2026Ackerman 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%
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%
1/14/2026Hennion & Walsh Asset Management Inc.739,494$11.00M0.4%+5.6%0.000%
1/7/2026Cyndeo Wealth Partners LLC10,655$158K0.0%-19.3%0.000%
1/6/2026Arlington 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%
1/5/2026Park 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%
11/14/2025Arlington 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%
11/6/2025Whipplewood Advisors LLC49,571$750K0.5%+2.5%0.000%
11/5/2025Envestnet Asset Management Inc.95,565$1.45M0.0%-16.6%0.000%
10/27/2025WealthPLAN Partners LLC26,420$400K0.1%-4.9%0.000%
10/23/2025Park Avenue Securities LLC85,886$1.30M0.0%-17.5%0.000%
10/22/2025Ackerman Capital Advisors LLC46,949$710K0.1%+34.4%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.700,522$10.60M0.4%+45.4%0.000%
10/20/2025XML Financial LLC31,955$483K0.0%-16.7%0.000%
10/15/2025Plancorp LLC23,807$360K0.0%+41.6%0.000%
10/10/2025Cyndeo 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%
10/8/2025Integrated Capital Management Inc.16,957$257K0.2%-24.5%0.000%
9/29/2025Summit 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%
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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%


MMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 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), Robinson Capital Management LLC ($7.11M), 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), 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 1,203,637 shares in the last 24 months. This purchase volume represents approximately $18.12M 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. ($21.69K).

Institutional investors have sold a total of 310,374 shares in the last 24 months. This volume of shares sold represents approximately $4.66M in transactions.


Related Companies

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 10/1/2026. New 13F filings are added each quarter as they're published.
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