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 2022 vs. Q1 2022
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 51 | 1 | 48 | −2 |
| Shares | 5.38M | 21.1K | 5.38M | +22.3K (+0.4%) |
| Value | $100.8M | $396.0K | $97.6M | −$2.83M (−2.8%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 157,729 | $2.86M | 0.05% |
| Cohen & Steers, Inc. | 38,673 | $702.0K | 0.00% |
| GWM Advisors LLC | 29,031 | $527.0K | 0.01% |
| Invesco Ltd. | 22,675 | $411.0K | 0.00% |
| Cetera Advisor Networks LLC | 18,260 | $331.0K | 0.00% |
| Parisi Gray Wealth Management | 11,300 | $205.0K | 0.11% |
| Quad-Cities Investment Group, LLC | 10,107 | $183.0K | 0.14% |
| CoreCap Advisors, LLC | 6,346 | $115.0K | 0.01% |
Sold out (10)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| XML Financial, LLC | 225,808 | $4.23M |
| Next Level Private LLC | 48,866 | $916.0K |
| Creative Planning | 14,425 | $270.0K |
| Ramiah Investment Group | 12,780 | $239.6K |
| Sovereign Financial Group, Inc. | 11,567 | $217.0K |
| Comerica Bank | 11,894 | $210.0K |
| Benjamin F. Edwards & Company, Inc. | 1,284 | $24.0K |
| Fortitude Advisory Group L.L.C. | 670 | $13.0K |
| Tower Research Capital LLC (TRC) | 576 | $11.0K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Golden State Wealth Management, LLC | 21,102 | $396.0K |