MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Schneider Downs Wealth Management Advisors, Lp | $62.5M | 2.73M | 5.63% | -0.3% |
Midwest Trust Co | $32.8M | 1.43M | 0.36% | +2.8% |
Smith & Howard Wealth Management, Llc | $21.4M | 937.0K | 4.10% | +1003.5% |
Lebenthal Global Advisors, Llc | $20.2M | 885.0K | 2.64% | +29.8% |
Avior Wealth Management, Llc | $17M | 744.4K | 0.45% | +100.0% |
Act Advisors, Llc. | $13.2M | 594.6K | 4.30% | +7.0% |
Invenio Wealth Partners Llc | $10.9M | 478.5K | 3.92% | +3.7% |
Massmutual Private Wealth & Trust, Fsb | $10.5M | 460.9K | 0.28% | +0.3% |
Concurrent Investment Advisors, Llc | $10M | 437.8K | 0.07% | +22.3% |
Hennion & Walsh Asset Management, Inc. | $9.8M | 722.4K | 0.29% | -0.9% |
Rtd Financial Advisors, Inc. | $9.8M | 441.0K | 1.07% | -16.0% |
Wealth Enhancement Advisory Services, Llc | $8.3M | 364.4K | 0.01% | -47.2% |
Dynamic Advisor Solutions Llc | $7.8M | 343.0K | 0.22% | -0.8% |
Truist Financial Corp | $7.8M | 341.7K | 0.01% | +3.8% |
Hudock, Inc. | $7.2M | 314.2K | 0.91% | -24.0% |
Bernardo Wealth Planning Llc | $6.5M | 284.7K | 0.55% | +83.8% |
Fluent Financial, Llc | $6.2M | 278.3K | 2.12% | Exited |
Clear Trail Advisors, Llc | $5.9M | 258.0K | 0.90% | +0.8% |
Commonwealth Equity Services, Llc | $5.2M | 228.2K | 0.00% | -5.8% |
Smallwood Wealth Investment Management, Llc | $4.7M | 207.4K | 2.00% | Unchanged |
Elyxium Wealth, Llc | $3.9M | 171.9K | 0.40% | -44.3% |
Evergreen Private Wealth Llc | $3.6M | 155.9K | 1.31% | -1.1% |
Golden State Wealth Management, Llc | $3.3M | 145.5K | 0.15% | -3.8% |
Advisornet Financial, Inc | $2.8M | 122.8K | 0.13% | -12.4% |
City Of London Investment Management Co Ltd | $2.6M | 194.2K | 0.18% | +122.6% |
Clark Wealth Partners | $2.5M | 109.5K | 1.31% | +3.7% |
Park Avenue Securities Llc | $2.4M | 136.9K | 0.01% | +7.2% |
Hapanowicz & Associates Financial Services, Inc | $2.4M | 103.8K | 0.73% | Unchanged |
Legacy Financial Strategies, Llc | $2.3M | 99.9K | 0.37% | -2.8% |
Titleist Asset Management, Llc | $2.3M | 98.9K | 0.15% | +8.2% |
First Heartland Consultants, Inc. | $2.1M | 96.3K | 0.14% | +48.5% |
Atria Investments, Inc | $2.1M | 93.0K | 0.02% | +54.4% |
Davenport & Co Llc | $2.1M | 90.0K | 0.01% | +6.1% |
Cypress Point Wealth Management, Llc | $2M | 85.4K | 0.23% | Unchanged |
Vestgen Advisors, Llc | $1.8M | 78.9K | 0.06% | +6.9% |
Purus Wealth Management, Llc | $1.7M | 77.5K | 0.47% | +6.4% |
Kuhn & Co Investment Counsel | $1.7M | 73.5K | 0.92% | +5.0% |
Cambridge Investment Research Advisors, Inc. | $1.7M | 89.5K | 0.00% | +1.4% |
Noble Wealth Management Pbc | $1.6M | 120.0K | 0.73% | -3.8% |
Kestra Advisory Services, Llc | $1.6M | 118.0K | 0.00% | Exited |
Creative Planning | $1.5M | 67.2K | 0.00% | -7.0% |
Spire Wealth Management | $1.5M | 65.2K | 0.04% | -4.8% |
Farther Finance Advisors, Llc | $1.5M | 64.0K | 0.01% | Exited |
Hilton Head Capital Partners, Llc | $1.2M | 54.6K | 0.66% | -0.7% |
Pks Advisory Services, Llc | $1M | 41.9K | 0.16% | Unchanged |
Narus Financial Partners, Llc | $982K | 42.9K | 0.26% | Unchanged |
Frontier Asset Management, Llc | $889K | 38.9K | 0.17% | +3.7% |
Pfg Advisors | $840K | 36.7K | 0.04% | +1.6% |
Rfg - Bristol Wealth Advisors, Llc | $827K | 36.1K | 0.20% | +9.8% |
Wealthcare Advisory Partners Llc | $804K | 36.1K | 0.01% | Unchanged |