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 2025 vs. Q2 2025
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 61 | 64 | +3 |
| Shares | 4.57M | 4.74M | +174.8K (+3.8%) |
| Value | $67.6M | $71.8M | +$4.19M (+6.2%) |
New holders (9)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noble Wealth Management PBC | 78,125 | $1.18M | 0.63% |
| Jane Street Group, LLC | 20,675 | $312.8K | 0.00% |
| Arlington Capital Management, Inc. | 16,020 | $242.4K | 0.15% |
| SRS Capital Advisors, Inc. | 15,160 | $229.4K | 0.00% |
| Mount Yale Investment Advisors, LLC | 12,141 | $184.4K | 0.01% |
| Wall Street Access Asset Management, LLC | 920 | $13.9K | 0.00% |
| Kilter Group LLC | 796 | $12.0K | 0.01% |
| Measured Wealth Private Client Group, LLC | 14 | $212 | 0.00% |
| Eastern Bank | 1 | $15 | 0.00% |
Sold out (6)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Stonebrook Private Inc. | 60,492 | $894.7K |
| Wolverine Asset Management LLC | 36,880 | $545.5K |
| Summit X, LLC | 30,161 | $446.1K |
| Calamos Advisors LLC | 29,436 | $435.4K |
| Summit Financial Wealth Advisors, LLC | 13,500 | $199.7K |
| Logan Stone Capital, LLC | 12,802 | $189.3K |