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.
Q4 2025 vs. Q3 2025
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 64 | 77 | +13 |
| Shares | 4.74M | 5.75M | +1.01M (+21.3%) |
| Value | $71.8M | $85.5M | +$13.8M (+19.2%) |
New holders (19)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Robinson Capital Management, LLC | 379,555 | $5.64M | 2.37% |
| Logan Stone Capital, LLC | 97,306 | $1.45M | 0.36% |
| Wolverine Asset Management LLC | 88,173 | $1.31M | 0.02% |
| Hopwood Nicholas Hunter | 71,798 | $1.07M | 0.35% |
| Pathstone Holdings, LLC | 69,607 | $1.04M | 0.00% |
| Balyasny Asset Management LLC | 62,636 | $931.4K | 0.00% |
| Worthington Financial Partners, LLC | 61,259 | $910.9K | 0.81% |
| Rivernorth Capital Management, LLC | 40,239 | $598.4K | 0.03% |
| Invesco Ltd. | 37,015 | $550.4K | 0.00% |
| 1607 Capital Partners, LLC | 35,062 | $521.4K | 0.04% |
| Wiley Bros.-Aintree Capital, LLC | 33,047 | $491.4K | 0.00% |
| Millennium Management LLC | 26,081 | $387.8K | 0.00% |
| Bank of New York Mellon Corp | 23,781 | $353.6K | 0.00% |
| Scarborough Advisors, LLC | 19,530 | $290.4K | 0.05% |
| Readystate Asset Management LP | 18,103 | $269.2K | 0.01% |
| Nomura Holdings Inc | 13,812 | $205.4K | 0.00% |
| Financially in Tune, LLC | 10,415 | $154.9K | 0.14% |
| Pasadena Private Wealth, LLC | 10,000 | $148.7K | 0.02% |
| Kestra Advisory Services, LLC | 6,481 | $96.4K | 0.00% |
Sold out (6)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Janney Montgomery Scott LLC | 22,283 | $337.0K |
| Gilliland Jeter Wealth Management LLC | 16,177 | $244.8K |
| Mount Yale Investment Advisors, LLC | 12,141 | $184.4K |
| AlphaCore Capital LLC | 11,000 | $167.1K |
| Oppenheimer & Co Inc | 11,000 | $166.4K |
| Eastern Bank | 1 | $15 |