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 2025 vs. Q1 2025
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 66 | 2 | 61 | −3 |
| Shares | 4.30M | 71.1K | 4.57M | +336.2K (+7.9%) |
| Value | $65.5M | $1.07M | $67.6M | +$3.15M (+4.9%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Global Endowment Management, LP | 30,000 | $443.7K | 0.06% |
| Centaurus Financial, Inc. | 28,212 | $417.0K | 0.02% |
| WealthPLAN Partners, LLC | 27,771 | $410.7K | 0.07% |
| Rockefeller Capital Management L.P. | 23,909 | $353.6K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 15,000 | $221.8K | 0.01% |
| FNY Investment Advisers, LLC | 600 | $8.00K | 0.00% |
Sold out (9)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Readystate Asset Management LP | 55,429 | $835.9K |
| Advisors Asset Management, Inc. | 26,252 | $395.9K |
| Pathstone Holdings, LLC | 23,675 | $362.7K |
| Northern Trust Corp | 20,000 | $301.6K |
| Arlington Capital Management, Inc. | 17,417 | $262.6K |
| Commonwealth Equity Services, LLC | 14,256 | $215.0K |
| Transcend Wealth Collective, LLC | 12,141 | $183.1K |
| NBC Securities, Inc. | 2,000 | $30.0K |
| Signaturefd, LLC | 8 | $121 |
Not filed for Q2 2025 yet (2)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 40,150 | $605.5K |
| LPF Advisors LLC | 30,996 | $467.4K |