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 2023 vs. Q1 2023
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 57 | 57 | 0 |
| Shares | 6.20M | 6.19M | −12.6K (−0.2%) |
| Value | $107.8M | $105.6M | −$2.17M (−2.0%) |
New holders (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cerity Partners LLC | 34,768 | $593.5K | 0.00% |
| Sigma Planning Corp | 16,400 | $280.0K | 0.01% |
| Lakeview Capital Partners, LLC | 11,703 | $199.8K | 0.04% |
| Sovereign Financial Group, Inc. | 10,657 | $181.9K | 0.06% |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,575 | $27.0K | 0.02% |
| Cary Street Partner Investment Advisory LLC | 1,000 | $17.1K | 0.00% |
| IFP Advisors, Inc | 200 | $3.91K | 0.00% |
Sold out (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Bank of New York Mellon Corp | 24,615 | $427.8K |
| Jane Street Group, LLC | 18,689 | $324.8K |
| AlphaCentric Advisors LLC | 11,242 | $195.4K |
| Parallel Advisors, LLC | 9,148 | $159.0K |
| Advisory Services Network, LLC | 8,400 | $146.0K |
| Syverson Strege & Co | 6,283 | $109.2K |
| Ameritas Advisory Services, LLC | 3,250 | $55.8K |