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 2026 vs. Q1 2026
How the institutions holding NYLI MacKay DefinedTerm Muni Opportunities Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 70 | 0 |
| Shares | 5.52M | 10.4K | 5.82M | +311.3K (+5.6%) |
| Value | $82.0M | $154.7K | $90.2M | +$8.34M (+10.2%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 78,096 | $1.21M | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 37,605 | $583.0K | 0.00% |
| Clear Street Group Inc. | 16,134 | $250.1K | 0.00% |
| Beacon Pointe Advisors, LLC | 10,415 | $161.4K | 0.00% |
| IMA Wealth, Inc. | 94 | $1.46K | 0.00% |
Sold out (5)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Logan Stone Capital, LLC | 65,102 | $966.8K |
| Wedbush Securities Inc | 30,822 | $458.0K |
| NewEdge Wealth, LLC | 11,520 | $171.1K |
| Wolverine Asset Management LLC | 11,101 | $164.8K |
| Huntington National Bank | – | $2.47K |
Not filed for Q2 2026 yet (1)
Institutions that held NYLI MacKay DefinedTerm Muni Opportunities Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Financially in Tune, LLC | 10,415 | $154.7K |