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 2025 vs. Q4 2024
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 62 | 66 | +4 |
| Shares | 3.87M | 4.30M | +434.2K (+11.2%) |
| Value | $57.9M | $65.5M | +$7.56M (+13.0%) |
New holders (13)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mercer Global Advisors Inc | 40,212 | $606.4K | 0.00% |
| AQR Capital Management LLC | 40,212 | $606.4K | 0.00% |
| Cohen & Steers, Inc. | 30,000 | $452.0K | 0.00% |
| Pathstone Holdings, LLC | 23,675 | $362.7K | 0.00% |
| Northern Trust Corp | 20,000 | $301.6K | 0.00% |
| Plancorp, LLC | 16,807 | $253.4K | 0.01% |
| Cetera Investment Advisers | 16,024 | $241.6K | 0.00% |
| AlphaCore Capital LLC | 12,617 | $190.3K | 0.02% |
| Wolverine Asset Management LLC | 12,572 | $189.6K | 0.00% |
| Main Street Financial Solutions, LLC | 12,380 | $186.7K | 0.02% |
| Transcend Wealth Collective, LLC | 12,141 | $183.1K | 0.01% |
| Oppenheimer & Co Inc | 10,700 | $161.4K | 0.00% |
| Smallwood Wealth Investment Management, LLC | 745 | $11.2K | 0.01% |
Sold out (9)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Marex Group plc | 32,674 | $487.8K |
| Nomura Holdings Inc | 23,700 | $353.8K |
| Rockefeller Capital Management L.P. | 19,968 | $298.1K |
| Walleye Capital LLC | 16,486 | $246.1K |
| XTX Topco Ltd | 12,670 | $189.2K |
| Jane Street Group, LLC | 10,549 | $157.5K |
| Elequin Capital LP | 4,682 | $69.9K |
| IFP Advisors, Inc | 1,000 | $14.9K |
| FMR LLC | 1 | $15 |