MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ Bank Of America | $235.8M | 9.82M | 0.01% | +1.0% |
| MORGAN STANLEY Morgan Stanley | $191.9M | 8.08M | 0.00% | +7.1% |
| JONES FINANCIAL COMPANIES LLLP Jones Financial Companies Lllp | $81.3M | 3.33M | 0.03% | +1063.4% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $76.9M | 3.41M | 0.01% | +0.2% |
| Meeder Advisory Services, Inc. Meeder Advisory Services, Inc. | $74.3M | 3.05M | 2.72% | +3.6% |
| UBS Group AG Ubs Group Ag | $67.6M | 2.80M | 0.01% | -15.9% |
| Schneider Downs Wealth Management Advisors, LP Schneider Downs Wealth Management Advisors, Lp | $67.5M | 2.77M | 6.09% | +3.1% |
| FIDUCIARY FINANCIAL ADVISORS Action Point Financial Planning, Llc | $61.8M | 2.5K | 0.01% | New Position |
| LPL Financial LLC Lpl Financial Llc | $58.8M | 2.45M | 0.01% | +32.0% |
| Cetera Investment Advisers Cetera Investment Advisers | $57M | 2.34M | 0.05% | +9.8% |
| IAG Wealth Partners, LLC Iag Wealth Partners, Llc | $47.9M | 1.97M | 4.74% | +3.3% |
| Midwest Trust Co Midwest Trust Co | $33.9M | 1.39M | 0.38% | +10.5% |
| Mariner, LLC Mariner, Llc | $30M | 1.23M | 0.03% | -1.7% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC Cornerstone Advisors Asset Management, Inc | $29.5M | 1.21M | 2.20% | -6.7% |
| ENVESTNET ASSET MANAGEMENT INC Envestnet Asset Management Inc | $28.5M | 1.21M | 0.01% | -2.8% |
| Pallas Capital Advisors LLC Pallas Capital Advisors Llc | $24.1M | 992.2K | 0.46% | +6.0% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $22.3M | 956.5K | 0.00% | -28.4% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $16.4M | 689.6K | 0.01% | +2.0% |
| Lebenthal Global Advisors, LLC Lebenthal Global Advisors, Llc | $16.2M | 663.8K | 2.18% | -5.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO Flputnam Investment Management Co | $15.9M | 652.3K | 0.19% | +29.7% |
| Orion Porfolio Solutions, LLC Brinker Capital Investments, Llc | $14.5M | 596.2K | 0.11% | -0.3% |
| Waverly Advisors, LLC Waverly Advisors, Llc | $14M | 573.6K | 0.08% | New Position |
| ACT Advisors, LLC. Act Advisors, Llc. | $13.5M | 555.6K | 4.47% | +0.0% |
| CFO4Life Group, LLC Cfo4Life Group, Llc | $13.1M | 539.5K | 1.66% | +0.9% |
| CONDOR CAPITAL MANAGEMENT Condor Capital Management | $12.5M | 514.7K | 0.94% | +1.7% |
| GREAT VALLEY ADVISOR GROUP, INC. Great Valley Advisor Group, Inc. | $12.4M | 507.3K | 0.20% | +16.7% |
| Hennion & Walsh Asset Management, Inc. Hennion & Walsh Asset Management, Inc. | $11.3M | 729.0K | 0.32% | -1.0% |
| INVENIO WEALTH PARTNERS LLC Invenio Wealth Partners Llc | $11.2M | 461.3K | 4.02% | +12.5% |
| STIFEL FINANCIAL CORP Stifel Financial Corp | $10.9M | 454.7K | 0.01% | -24.6% |
| Hudock, Inc. Hudock, Inc. | $10.1M | 413.5K | 1.29% | +0.2% |
| Summit Financial, LLC Summit Financial, Llc | $9.7M | 398.3K | 0.10% | -2.1% |
| VICUS CAPITAL Vicus Capital | $9.5M | 391.3K | 0.62% | +3.0% |
| Concurrent Investment Advisors, LLC Concurrent Investment Advisors, Llc | $8.7M | 358.1K | 0.07% | New Position |
| Rockefeller Capital Management L.P. Rockefeller Capital Management L.P. | $8.5M | 372.1K | 0.00% | +165.9% |
| AXXCESS WEALTH MANAGEMENT, LLC Axxcess Wealth Management, Llc | $8.4M | 346.9K | 0.13% | New Position |
| TRUIST FINANCIAL CORP Truist Financial Corp | $8.2M | 335.9K | 0.01% | -0.3% |
| Gotham Asset Management, LLC Gotham Asset Management | $7.6M | 314.2K | 0.02% | New Position |
| Elyxium Wealth, LLC Elyxium Wealth, Llc | $7.5M | 308.7K | 0.77% | +20.2% |
| Main Street Financial Solutions, LLC Main Street Financial Solutions, Llc | $7.5M | 312.6K | 0.47% | -10.2% |
| ROBINSON CAPITAL MANAGEMENT, LLC Robinson Capital Management, Llc | $7.1M | 458.7K | 3.14% | +6.1% |
| GGM Financial LLC Ggm Financials Llc | $7M | 286.0K | 2.64% | +15.3% |
| Darwin Wealth Management, LLC Darwin Wealth Management, Llc | $6.9M | 282.2K | 1.88% | +4.4% |
| Sanctuary Advisors, LLC Sanctuary Advisors, Llc | $6.5M | 266.5K | 0.02% | +163.7% |
| GUGGENHEIM CAPITAL LLC Guggenheim Capital Llc | $6.4M | 413.3K | 0.04% | -4.4% |
| Bank of New York Mellon Corp Bank Of New York Mellon Corp | $6.1M | 267.4K | 0.00% | -25.6% |
| Prestige Wealth Management Group LLC Prestige Wealth Management Group Llc | $6M | 247.6K | 1.10% | +2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC Commonwealth Equity Services, Llc | $5.4M | 222.9K | 0.01% | -3.9% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $5.3M | 318.4K | 0.00% | +5.5% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $4.7M | 191.9K | 0.00% | +14.7% |
| 46 Peaks LLC 46 Peaks Llc | $4.5M | 183.9K | 2.82% | +0.2% |