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.
Q1 2023 vs. Q4 2022
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 61 | 1 | 57 | −3 |
| Shares | 5.91M | 3.91K | 6.20M | +289.8K (+4.9%) |
| Value | $94.9M | $62.8K | $107.8M | +$12.9M (+13.6%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of New York Mellon Corp | 24,615 | $427.8K | 0.00% |
| Jane Street Group, LLC | 18,689 | $324.8K | 0.00% |
| Summit X, LLC | 14,280 | $248.2K | 0.06% |
| Truist Financial Corp | 11,020 | $191.5K | 0.00% |
| Ameritas Advisory Services, LLC | 3,250 | $55.8K | 0.00% |
Sold out (8)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Weiss Asset Management LP | 46,210 | $742.1K |
| Millennium Management LLC | 25,069 | $403.0K |
| Woodline Partners LP | 24,811 | $398.5K |
| Virtu Financial LLC | 14,208 | $228.0K |
| Per Stirling Capital Management, LLC. | 13,224 | $212.4K |
| Aristides Capital LLC | 10,414 | $167.2K |
| Fiduciary Alliance LLC | 883 | $14.2K |
| Laurel Wealth Planning LLC | 853 | $13.7K |
Not filed for Q1 2023 yet (1)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 3,910 | $62.8K |