NYLI MacKay DefinedTerm Muni Opportunities Fund
MMD- Exchange
- NYSE
- SEC CIK
- 0001518557
In the last 90 days, NYLI MacKay DefinedTerm Muni Opportunities Fund insiders filed 0 open-market purchases and 1 sale; 70 institutions reported holding it in 13F filings for Q2 2026, worth $90.2M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 50 | 50 | 0 |
| Shares | 5.24M | 5.09M | −150.6K (−2.9%) |
| Value | $116.2M | $113.8M | −$2.45M (−2.1%) |
New holders (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 80,585 | $1.80M | 0.21% |
| Guggenheim Capital LLC | 41,958 | $938.0K | 0.01% |
| Truist Financial Corp | 11,304 | $253.0K | 0.00% |
| BlackRock Inc. | 3,000 | $67.0K | 0.00% |
| Castleview Partners, LLC | 635 | $14.0K | 0.01% |
| Wolverine Asset Management LLC | 186 | $4.00K | 0.00% |
| Panagora Asset Management Inc | 7 | $0 | 0.00% |
Sold out (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Transcend Wealth Collective, LLC | 176,753 | $3.92M |
| Kestra Advisory Services, LLC | 28,251 | $627.0K |
| Ibex Wealth Advisors | 10,152 | $225.0K |
| International Assets Investment Management, LLC | 5,328 | $116.0K |
| Ameritas Investment Company, LLC | 3,250 | $72.1K |
| Robbins Farley LLC | 2,950 | $67.0K |
| Meridian Wealth Partners, LLC | 667 | $15.0K |