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 2024 vs. Q2 2024
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 68 | 1 | 65 | −2 |
| Shares | 7.49M | 600 | 7.35M | −137.0K (−1.8%) |
| Value | $124.4M | $10.0K | $124.2M | −$175.1K (−0.1%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 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 Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 16,768 | $282.7K | 0.02% |
| Citadel Advisors LLC | 12,309 | $207.5K | 0.00% |
| Wolverine Asset Management LLC | 6,644 | $112.0K | 0.00% |
| Future Financial Wealth Managment LLC | 5,000 | $84.3K | 0.06% |
| IFP Advisors, Inc | 1,000 | $16.9K | 0.00% |
Sold out (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 323,207 | $5.33M |
| U.S. Capital Wealth Advisors, LLC | 67,010 | $1.11M |
| Cohen & Steers, Inc. | 44,501 | $738.0K |
| Lakeview Capital Partners, LLC | 19,218 | $314.2K |
| Nomura Holdings Inc | 15,141 | $251.0K |
| Cerity Partners LLC | 10,700 | $177.4K |
| HRT Financial LP | 10,434 | $172.0K |
Not filed for Q3 2024 yet (1)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 600 | $10.0K |