Go Pro
→ The dollar reset no one told you about (From Porter & Company) (Ad)tc pixel Free MMD Stock Alerts

MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) Institutional Ownership

MainStay MacKay DefinedTerm Municipal Opportunities Fund logo
$15.35 +0.09 (+0.59%)
As of 03:19 PM Eastern
This is a fair market value 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)
46
Total
Institutional Inflows
(last 12 months)
$22.42M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$5.58M
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
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%
4/30/2026Whipplewood 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%
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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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%
1/7/2026Cyndeo 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%
10/22/2025 Hennion & 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%
10/8/2025 Integrated 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%
8/8/2025Calamos 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%
7/31/2025Whipplewood Advisors LLC48,382$716K0.4%+21,120.2%0.000%
Confirm Your Name Before the Letter Goes Out (Ad)

Americans who believe in real retirement protection are adding their names to a statement going out to Washington and Wall Street. It's a message that people are fed up with inflation and the erosion of their savings. President Trump took a stand on protecting American wealth. Now you can add your voice while also learning how to move part of your IRA or 401(k) into physical gold and silver, tax and penalty free.tc pixel

Add your name and claim your free Gold IRA Guide today.
7/28/2025WealthPLAN Partners LLC27,771$411K0.1%N/A0.000%
7/25/2025 Integrated Capital Management Inc.22,462$332K0.3%+23.9%0.000%
7/25/2025Ackerman Capital Advisors LLC34,945$517K0.1%+10.5%0.000%
7/24/2025Cyndeo Wealth Partners LLC12,127$179K0.0%-36.3%0.000%
7/24/2025Gilliland 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%
7/14/2025Park 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%


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 Granite Bay Wealth Management LLC ($117.18K).

Institutional investors have bought a total of 1,504,980 shares in the last 24 months. This purchase volume represents approximately $22.42M in transactions.

Of the 31 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 372,854 shares in the last 24 months. This volume of shares sold represents approximately $5.58M in transactions.


Related Companies

This page (NYSE:MMD) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
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
Confirm Your Name Before the Letter Goes Out
Americans who believe in real retirement protection are adding their names to a statement going out to Washing...
American Alternative | Sponsoredtc pixel
American’s Biggest Threat Is Here
This feels like one of those ''where were you when Kennedy was shot'' moments. It felt like a moment in time, ...
Goldco Direct, LLC | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Print this and keep it by your screen
Ever been right about a stock's direction and still lost money on the trade? It's almost never bad luck - it's...
Profits Run | Sponsoredtc pixel
This Is How Financial Freedom Dies—And Most People Never See It Coming
While the trade war grabs headlines, the Department of Justice has quietly argued in court that cash may not b...
Priority Gold | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Urgent: Invest In ‘Elon’s iPhone’ Before July 22nd
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel