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.
Q4 2021 vs. Q3 2021
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 50 | 57 | +7 |
| Shares | 5.40M | 5.24M | −162.9K (−3.0%) |
| Value | $118.2M | $114.5M | −$3.63M (−3.1%) |
New holders (12)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Chemistry Wealth Management LLC | 48,866 | $1.06M | 0.89% |
| Next Level Private LLC | 48,866 | $1.06M | 0.89% |
| Castleview Partners, LLC | 13,830 | $635.0K | 0.01% |
| Millennium Management LLC | 25,600 | $558.0K | 0.00% |
| Paragon Wealth Strategies, LLC | 24,205 | $527.0K | 0.13% |
| Advisors Asset Management, Inc. | 17,469 | $380.5K | 0.01% |
| Great Valley Advisor Group, Inc. | 16,375 | $357.0K | 0.02% |
| Creative Planning | 14,263 | $311.0K | 0.00% |
| CoreCap Advisors, LLC | 6,346 | $138.0K | 0.01% |
| BlackRock Inc. | 2,000 | $44.0K | 0.00% |
| Fortitude Advisory Group L.L.C. | 670 | $15.0K | 0.01% |
| Gradient Investments LLC | 80 | $2.00K | 0.00% |
Sold out (5)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Kestra Advisory Services, LLC | 91,866 | $2.01M |
| Harbour Investments, Inc. | 4,720 | $103.0K |
| Meridian Wealth Partners, LLC | 667 | $15.0K |
| Wolverine Asset Management LLC | 489 | $10.0K |
| Citigroup Inc | 400 | $9.00K |