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 2026 vs. Q4 2025
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 77 | 2 | 71 | −4 |
| Shares | 5.75M | 32.4K | 5.52M | −199.0K (−3.5%) |
| Value | $85.5M | $482.2K | $82.0M | −$3.03M (−3.6%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| We Are One Seven, LLC | 17,905 | $265.9K | 0.01% |
| Cerity Partners LLC | 13,894 | $206.3K | 0.00% |
| Rareview Capital LLC | 10,767 | $159.2K | 0.09% |
| Oppenheimer & Co Inc | 10,208 | $151.6K | 0.00% |
| Harbour Investments, Inc. | 4,720 | $70.1K | 0.00% |
| PlanVest Financial, Inc | 3,900 | $57.9K | 0.04% |
| Fifth Third Bancorp | 3,647 | $54.2K | 0.00% |
Sold out (11)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Pathstone Holdings, LLC | 69,607 | $1.04M |
| Balyasny Asset Management LLC | 62,636 | $931.4K |
| Millennium Management LLC | 26,081 | $387.8K |
| Jane Street Group, LLC | 22,064 | $328.1K |
| Brandywine Oak Private Wealth LLC | 20,000 | $297.4K |
| U.S. Capital Wealth Advisors, LLC | 19,026 | $282.9K |
| Readystate Asset Management LP | 18,103 | $269.2K |
| Landscape Capital Management, L.L.C. | 16,602 | $246.9K |
| Cyndeo Wealth Partners, LLC | 10,655 | $158.4K |
| Center for Financial Planning, Inc. | 2,000 | $29.7K |
| Kilter Group LLC | 854 | $12.7K |
Not filed for Q1 2026 yet (2)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Financial Advisory Corp | 28,801 | $428.0K |
| Comerica Bank | 3,647 | $54.2K |