Nylim Mackay Definedterm MunMMD

13F holders, Q1 2024 (March 31)
73holders
1famous investor
$16.35avg. 13F price*

At the end of Q1 2024, 73 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings. The largest holders were Bank of America Corp. ($14.8M), Morgan Stanley ($14.3M) and Sit Investment Associates Inc. ($11.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Mackay Definedterm Mun
Filed as
MAINSTAY MACKAY DEFINEDTERM (Q1 2024)
CUSIP
56064K100
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 73Q1 2024Q2 2024: 67Q2 2024Q3 2024: 64Q3 2024Q4 2024: 61Q4 2024Q1 2025: 65Q1 2025Q2 2025: 60Q2 2025Q3 2025: 63Q3 2025Q4 2025: 76Q4 2025Q1 2026: 70Q1 2026Q2 2026: 70Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$4.4M
Exits5$2.1M

Ownership 73 holders

Bank of America Corp. 0.00% Reduce -3.8% 903,748 $14.8M
Morgan Stanley 0.00% Reduce -7.0% 871,571 $14.3M
Sit Investment Associates Inc. 0.27% Add +62.4% 713,869 $11.7M
Raymond James & Associates 0.00% Add +3.2% 279,478 $4.6M
Wells Fargo & Company 0.00% Add +0.5% 268,207 $4.4M
Ameriprise Financial Inc. 0.00% Add +9.2% 268,146 $4.4M
Guggenheim Capital LLC 0.03% Reduce -28.3% 247,650 $4.0M
Almitas Capital LLC 1.69% Reduce -24.4% 224,621 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -24.2% 219,290 $3.6M
City of London Investment Management Co. Ltd. 0.27% Reduce -6.1% 200,251 $3.3M
XML Financial, LLC 0.30% Reduce -21.2% 176,300 $2.9M
LPL Financial LLC 0.00% Add +49.3% 176,130 $2.9M
Jane Street Group, LLC 0.00% New 172,632 $2.8M
Royal Bank of Canada 0.00% Add +9.0% 144,652 $2.4M
UBS Group AG 0.00% Reduce -8.6% 133,012 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.5% 129,993 $2.1M
ArchPoint Investors 0.75% No change 109,514 $1.8M
Transcend Capital Advisors, LLC 0.14% Add +25.8% 108,749 $1.8M
Stonebrook Private Inc. 0.52% Reduce -0.1% 108,054 $1.8M
Osaic Holdings, Inc. 0.00% Add +1.2% 97,686 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% Add +8.3% 69,010 $1.1M
ProVise Management Group, LLC 0.09% Add +9.3% 63,230 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -13.5% 58,549 $957K
Summit Financial Wealth Advisors, LLC 0.17% Reduce -8.3% 51,996 $850K
Stifel Financial Corp. 0.00% Reduce -2.5% 47,567 $778K
Cetera Investment Advisers 0.00% New 45,557 $745K
1607 Capital Partners, LLC 0.06% Reduce -51.1% 45,260 $740K
Kingsview Wealth Management, LLC 0.02% Reduce -1.1% 41,708 $682K
Cohen & Steers, Inc. 0.00% Reduce -27.5% 39,501 $646K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.3% 38,077 $623K
Wedbush Securities Inc. 0.02% No change 35,707 $584K
NewEdge Advisors, LLC 0.01% Add +24.3% 35,097 $574K
Invesco Ltd. 0.00% Reduce -33.0% 32,489 $531K
LPF Advisors LLC 0.53% Add +0.1% 32,117 $525K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.0% 31,012 $507K
Gilliland Jeter Wealth Management LLC 0.17% Reduce -3.2% 29,010 $474K
Rockefeller Capital Management L.P. 0.00% Add +2.9% 28,827 $471K
NewEdge Wealth, LLC 0.01% Reduce -13.1% 28,339 $455K
Rovin Capital /Ut/ 0.18% Add +26.1% 26,657 $436K
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 24,547 $401K
Landscape Capital Management, L.L.C. 0.03% Reduce -51.8% 24,242 $396K
Kestra Private Wealth Services, LLC 0.01% Add +105.8% 24,227 $396K
Summit X, LLC 0.09% Reduce -17.1% 20,755 $339K
Western Wealth Management, LLC 0.03% Reduce -1.1% 20,293 $332K
Wolverine Asset Management LLC 0.03% Reduce -40.7% 19,327 $316K
Bison Wealth, LLC 0.05% Add +1.7% 19,218 $314K
Eudaimonia Partners, LLC 0.07% No change 17,978 $294K
Commonwealth Equity Services, LLC 0.00% Add +20.9% 16,697 $273K
Snowden Capital Advisors LLC 0.01% Add +1.1% 16,355 $267K
Truist Financial Corp. 0.00% Add +0.2% 16,156 $264K
Nomura Holdings Inc. 0.00% New 15,141 $248K
Sovereign Financial Group, Inc. 0.07% Add +0.8% 14,993 $245K
Compass Financial Group, INC 0.05% No change 14,014 $229K
Brandywine Oak Private Wealth LLC 0.02% Reduce -2.8% 14,000 $229K
Great Valley Advisor Group, Inc. 0.01% Reduce -49.8% 12,500 $204K
Next Level Private LLC 0.09% No change 12,500 $204K
Stratos Wealth Partners, LTD. 0.00% Reduce -23.3% 12,322 $201K
Citadel Advisors 0.00% New 11,987 $196K
Legacy Financial Strategies, LLC 0.05% Reduce -8.9% 11,905 $195K
Susquehanna International Group, LLP 0.00% New 11,333 $185K
Robinson Capital Management, LLC 0.06% No change 10,930 $176K
Cerity Partners LLC 0.00% Add +0.6% 10,631 $174K
Parallel Advisors, LLC 0.00% Add +0.1% 8,236 $135K
Comerica Bank 0.00% Add +16.7% 7,000 $114K
Future Financial Wealth Managment LLC 0.06% New 5,000 $82K
CoreCap Advisors, LLC 0.00% New 3,910 $64K
Signaturefd, LLC 0.00% New 2,007 $33K
Center for Financial Planning, Inc. 0.00% No change 2,000 $33K
Lanark Financial, Inc. 0.00% No change 2,000 $32K
Farther Finance Advisors, LLC 0.00% No change 1,875 $30K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $16K
Benjamin F. Edwards & Company, Inc. 0.00% No change 600 $10K
Main Street Group, LTD 0.00% No change 456 $7K

"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.