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 2022 vs. Q3 2022
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 57 | 1 | 61 | +5 |
| Shares | 6.04M | 1.00K | 5.91M | −128.5K (−2.1%) |
| Value | $94.2M | $16.0K | $94.9M | +$756.2K (+0.8%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Weiss Asset Management LP | 46,210 | $742.1K | 0.04% |
| Botty Investors LLC | 44,158 | $709.2K | 0.34% |
| Millennium Management LLC | 25,069 | $403.0K | 0.00% |
| Woodline Partners LP | 24,811 | $398.5K | 0.01% |
| Virtu Financial LLC | 14,208 | $228.0K | 0.03% |
| Compass Financial Group, INC | 14,014 | $225.0K | 0.08% |
| Per Stirling Capital Management, LLC. | 13,224 | $212.4K | 0.04% |
| Aristides Capital LLC | 10,414 | $167.2K | 0.10% |
| Advisory Services Network, LLC | 8,400 | $134.9K | 0.00% |
| CoreCap Advisors, LLC | 3,910 | $62.8K | 0.00% |
| Fiduciary Alliance LLC | 883 | $14.2K | 0.00% |
Sold out (6)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Cetera Investment Advisers | 11,523 | $180.0K |
| Ramiah Investment Group | 10,370 | $161.6K |
| Quad-Cities Investment Group, LLC | 10,256 | $160.0K |
| Wolverine Asset Management LLC | 6,543 | $101.0K |
| IFP Advisors, Inc | 3,472 | $68.0K |
| Robinson Capital Management, LLC | 4,225 | $66.0K |
Not filed for Q4 2022 yet (1)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wipfli Financial Advisors LLC, | 1,000 | $16.0K |