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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 2024 vs. Q4 2023

How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of MMD: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders74174+1
Shares6.80M11.2K6.74M−46.6K (−0.7%)
Value$110.7M$181.3K$110.5M−$30.3K (0.0%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (8)

Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MMD in Q1 2024
InstitutionSharesValue% of portfolio
Jane Street Group, LLC172,632$2.82M0.00%
Cetera Investment Advisers45,557$744.9K0.00%
Nomura Holdings Inc15,141$247.6K0.00%
Citadel Advisors LLC11,987$196.0K0.00%
Susquehanna International Group, LLP11,333$185.3K0.00%
Future Financial Wealth Managment LLC5,000$81.8K0.06%
CoreCap Advisors, LLC3,910$63.9K0.00%
Signaturefd, LLC2,007$32.8K0.00%

Sold out (7)

Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MMD in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Granite Bay Wealth Management, LLC58,590$904.0K
Cetera Advisor Networks LLC37,064$602.3K
Weiss Asset Management LP34,818$565.8K
JGP Wealth Management, LLC32,918$534.9K
Cetera Advisors LLC10,799$175.5K
Elequin Capital LP7,727$125.6K
JPMorgan Chase & Co97$1.58K

Not filed for Q1 2024 yet (1)

Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MMD in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Paragon Wealth Strategies, LLC11,158$181.3K