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 2023 vs. Q2 2023
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 57 | 60 | +3 |
| Shares | 6.19M | 6.09M | −92.7K (−1.5%) |
| Value | $105.6M | $97.0M | −$8.55M (−8.1%) |
New holders (8)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Granite Bay Wealth Management, LLC | 58,590 | $974.0K | 0.01% |
| Financial Advisory Corp | 20,885 | $333.0K | 0.15% |
| Ieq Capital, LLC | 10,087 | $160.7K | 0.00% |
| Comerica Bank | 6,000 | $95.6K | 0.00% |
| Center for Financial Planning, Inc. | 2,000 | $31.9K | 0.01% |
| Farther Finance Advisors, LLC | 1,875 | $29.9K | 0.00% |
| RVW Wealth, LLC | 1,200 | $19.1K | 0.00% |
| NBC Securities, Inc. | 1,000 | $15.0K | 0.00% |
Sold out (5)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Sigma Planning Corp | 16,400 | $280.0K |
| Walter & Keenan Financial Consulting Co | 13,000 | $221.9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,575 | $27.0K |
| CWM, LLC | 377 | $6.00K |
| IFP Advisors, Inc | 200 | $3.91K |