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.
Q3 2022 vs. Q2 2022
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 48 | 57 | +9 |
| Shares | 5.38M | 6.04M | +665.4K (+12.4%) |
| Value | $97.6M | $94.2M | −$3.40M (−3.5%) |
New holders (15)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| XML Financial, LLC | 310,499 | $4.84M | 0.67% |
| Western Wealth Management, LLC | 52,920 | $824.0K | 0.05% |
| AlphaCentric Advisors LLC | 22,500 | $351.0K | 0.36% |
| NewEdge Wealth, LLC | 18,966 | $295.0K | 0.01% |
| Next Level Private LLC | 17,500 | $279.0K | 0.25% |
| Goodwin Daniel L | 11,560 | $180.0K | 0.10% |
| Cetera Investment Advisers | 11,523 | $180.0K | 0.00% |
| Ramiah Investment Group | 10,370 | $161.6K | 0.34% |
| Wolverine Asset Management LLC | 6,543 | $101.0K | 0.00% |
| IFP Advisors, Inc | 3,472 | $68.0K | 0.00% |
| Robinson Capital Management, LLC | 4,225 | $66.0K | 0.05% |
| Wipfli Financial Advisors LLC, | 1,000 | $16.0K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 700 | $11.0K | 0.00% |
| Huntington National Bank | 362 | $6.00K | 0.00% |
| CWM, LLC | 118 | $2.00K | 0.00% |
Sold out (6)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Van Eck Associates Corp | 84,695 | $1.54M |
| First Trust Advisors LP | 12,414 | $225.0K |
| Parisi Gray Wealth Management | 11,300 | $205.0K |
| Advisory Services Network, LLC | 10,632 | $193.0K |
| CoreCap Advisors, LLC | 6,346 | $115.0K |
| US Bancorp | 2,925 | $53.0K |