Nylim Mackay Definedterm MunMMD
13F holders, Q2 2024 (June 30)67holders −6
3new positions
8sold out
$16.57avg. 13F price*
At the end of Q2 2024, 67 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, down 6 from Q1 2024. 3 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($14.3M), Bank of America Corp. ($14.0M) and Sit Investment Associates Inc. ($13.8M).
- Company
- Nylim Mackay Definedterm Mun
- Filed as
- MAINSTAY MACKAY DEFINEDTERM (Q2 2024)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.8M |
| Exits | 8 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,273,036 shares bought and 506,979 shares sold, net +766,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Reduce -0.8% | 864,209 | $14.3M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 843,221 | $14.0M |
| Sit Investment Associates Inc. | 0.32% | Add +16.6% | 832,255 | $13.8M |
| Almitas Capital LLC | 3.47% | Add +122.8% | 500,407 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +144.4% | 421,847 | $7.0M |
| Atlas Wealth LLC | 0.94% | New | 323,207 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 275,419 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 271,529 | $4.5M |
| City of London Investment Management Co. Ltd. | 0.37% | Add +30.3% | 260,985 | $4.3M |
| Raymond James & Associates | 0.00% | Reduce -7.8% | 257,731 | $4.3M |
| LPL Financial LLC | 0.00% | Add +6.3% | 187,139 | $3.1M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -16.7% | 182,733 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -31.0% | 170,805 | $2.8M |
| UBS Group AG | 0.00% | Add +22.1% | 162,474 | $2.7M |
| XML Financial, LLC | 0.25% | Reduce -16.2% | 147,803 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 135,415 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.5% | 116,382 | $1.9M |
| ArchPoint Investors | 0.68% | No change | 109,514 | $1.8M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -15.6% | 91,781 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +153.2% | 88,864 | $1.5M |
| Stonebrook Private Inc. | 0.39% | Reduce -23.5% | 82,616 | $1.4M |
| ProVise Management Group, LLC | 0.11% | Add +24.5% | 78,719 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | New | 76,119 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 67,010 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.8% | 57,527 | $954K |
| Cohen & Steers, Inc. | 0.00% | Add +12.7% | 44,501 | $738K |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 44,426 | $737K |
| Summit Financial Wealth Advisors, LLC | 0.15% | Reduce -16.3% | 43,546 | $722K |
| 1607 Capital Partners, LLC | 0.06% | Reduce -5.7% | 42,660 | $707K |
| Cetera Investment Advisers | 0.00% | Reduce -7.0% | 42,375 | $703K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.9% | 39,129 | $649K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -8.2% | 38,283 | $635K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 38,077 | $631K |
| Wedbush Securities Inc. | 0.02% | No change | 35,707 | $592K |
| LPF Advisors LLC | 0.49% | Add +0.0% | 32,130 | $533K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 31,215 | $518K |
| Summit X, LLC | 0.11% | Add +47.3% | 30,577 | $507K |
| NewEdge Wealth, LLC | 0.01% | No change | 28,339 | $470K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.0% | 27,950 | $463K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.7% | 27,306 | $453K |
| Rovin Capital /Ut/ | 0.18% | Add +0.3% | 26,736 | $443K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Reduce -12.7% | 25,322 | $420K |
| Invesco Ltd. | 0.00% | Reduce -32.3% | 21,995 | $365K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +42.9% | 20,000 | $332K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +61.9% | 19,953 | $331K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.4% | 19,799 | $328K |
| Bison Wealth, LLC | 0.05% | No change | 19,218 | $314K |
| Legacy Financial Strategies, LLC | 0.07% | Add +46.5% | 17,445 | $288K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.3% | 16,897 | $280K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 16,191 | $268K |
| Sovereign Financial Group, Inc. | 0.07% | Add +5.1% | 15,754 | $261K |
| Nomura Holdings Inc. | 0.00% | No change | 15,141 | $251K |
| Compass Financial Group, INC | 0.05% | No change | 14,014 | $232K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.9% | 13,045 | $216K |
| Next Level Private LLC | 0.09% | No change | 12,500 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.8% | 11,714 | $194K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 10,700 | $177K |
| HRT Financial LP | 0.00% | New | 10,434 | $172K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 8,272 | $137K |
| Comerica Bank | 0.00% | No change | 7,000 | $116K |
| CoreCap Advisors, LLC | 0.01% | No change | 3,910 | $65K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 2,030 | $34K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 2,000 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,875 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $17K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 600 | $10K |
"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.