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MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

$15.00 +0.18 (+1.23%)
Closing price 03:59 PM Eastern
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$15.00 +0.00 (+0.01%)
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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)
51
Total
Institutional Inflows
(last 12 months)
$28.26M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$7.94M
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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
5/5/2026Bank 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%
2/27/2026 Financially 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%
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%
2/11/2026Ackerman Capital Advisors LLC66,595$990K0.2%+41.8%0.000%
2/10/2026 Pasadena Private Wealth LLC10,000$149K0.0%N/A0.000%
2/10/2026Northwestern Mutual Wealth Management Co.24,986$372K0.0%-4.9%0.000%
2/3/2026NewEdge Wealth LLC11,520$171K0.0%-14.0%0.000%
2/2/2026 Wolverine Asset Management LLC88,173$1.31M0.0%N/A0.000%
1/29/2026Comerica Bank3,647$54K0.0%-29.5%0.000%
1/29/2026ProVise 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%
1/7/2026 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%
11/17/2025 Elevation 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%
11/5/2025 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%
10/22/2025Ackerman 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%
10/20/2025 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%
10/9/2025 U.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%
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%
8/8/2025 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%
7/25/2025Integrated 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%
7/24/2025 Gilliland 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%
7/14/2025 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%
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%


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 Hennion & Walsh Asset Management Inc. ($11.00M), Raymond James Financial Inc. ($8.59M), Almitas Capital LLC ($8.30M), Guggenheim Capital LLC ($6.69M), Bank of America Corp DE ($4.42M), Raymond James & Associates ($4.23M), and Wells Fargo & Company MN ($3.81M).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 71 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 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 1,892,861 shares in the last 24 months. This purchase volume represents approximately $28.26M in transactions.

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

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: City of London Investment Management Co. Ltd. ($113.73K), LPL Financial LLC ($70.48K), Advisors Asset Management Inc. ($61.81K), UBS Group AG ($35.16K), Bank of America Corp DE ($34.42K), Landscape Capital Management L.L.C. ($29.40K), and Readystate Asset Management LP ($25.93K).

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

Institutional investors have sold a total of 529,615 shares in the last 24 months. This volume of shares sold represents approximately $7.94M in transactions.



This page (NYSE:MMD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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