Nylim Mackay Definedterm MunMMD
13F holders, Q3 2024 (September 30)64holders −3
5new positions
7sold out
1famous investor
$16.86avg. 13F price*
At the end of Q3 2024, 64 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, down 3 from Q2 2024. 5 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($19.5M), Morgan Stanley ($13.7M) and Bank of America Corp. ($12.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nylim Mackay Definedterm Mun
- Filed as
- NYLI MACKAY DEFINEDTERM MUNI (Q3 2024)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $703K |
| Exits | 7 | $8.1M |
All 13F filers, Q2 2024 → Q3 2024: 811,819 shares bought and 948,813 shares sold, net −136,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Sit Investment Associates Inc. | 0.43% | Add +38.7% | 1,154,360 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 814,093 | $13.7M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 738,175 | $12.4M |
| Jane Street Group, LLC | 0.02% | Add +64.0% | 692,000 | $11.7M |
| Almitas Capital LLC | 3.52% | Add +17.3% | 586,738 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 293,038 | $4.9M |
| City of London Investment Management Co. Ltd. | 0.38% | No change | 260,985 | $4.4M |
| Raymond James & Associates | 0.00% | Reduce -2.6% | 251,062 | $4.2M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 248,083 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 183,802 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 139,869 | $2.4M |
| XML Financial, LLC | 0.21% | Reduce -9.3% | 134,072 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -32.4% | 123,488 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 116,446 | $2.0M |
| UBS Group AG | 0.00% | Reduce -29.0% | 115,290 | $1.9M |
| ArchPoint Investors | 0.62% | No change | 109,514 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +9.9% | 97,692 | $1.6M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -1.5% | 90,437 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -48.0% | 88,855 | $1.5M |
| ProVise Management Group, LLC | 0.11% | Add +9.2% | 85,969 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.5% | 83,369 | $1.4M |
| Stonebrook Private Inc. | 0.34% | Reduce -7.2% | 76,679 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +19.1% | 50,483 | $851K |
| Stifel Financial Corp. | 0.00% | Add +9.3% | 48,556 | $819K |
| 1607 Capital Partners, LLC | 0.07% | No change | 42,660 | $719K |
| Summit Financial Wealth Advisors, LLC | 0.13% | Reduce -4.8% | 41,446 | $699K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.0% | 39,222 | $661K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.2% | 38,208 | $644K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +37.0% | 37,423 | $631K |
| Wedbush Securities Inc. | 0.02% | No change | 35,707 | $602K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 35,312 | $595K |
| Equitable Holdings, Inc. | 0.01% | Reduce -40.5% | 34,256 | $578K |
| LPF Advisors LLC | 0.46% | Reduce -0.8% | 31,879 | $537K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 30,117 | $508K |
| Rovin Capital /Ut/ | 0.17% | Add +1.1% | 27,023 | $456K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.3% | 26,839 | $453K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.3% | 26,752 | $451K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.3% | 26,005 | $438K |
| Gilliland Jeter Wealth Management LLC | 0.14% | No change | 25,322 | $427K |
| Janney Montgomery Scott LLC | 0.00% | Add +92.2% | 25,076 | $423K |
| Summit X, LLC | 0.08% | Reduce -32.1% | 20,758 | $344K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $337K |
| Western Wealth Management, LLC | 0.02% | Add +0.0% | 19,805 | $334K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.0% | 17,067 | $288K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 16,768 | $283K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 16,225 | $274K |
| Invesco Ltd. | 0.00% | Reduce -31.7% | 15,024 | $253K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -10.8% | 14,046 | $237K |
| Compass Financial Group, INC | 0.05% | No change | 14,014 | $236K |
| Legacy Financial Strategies, LLC | 0.05% | Reduce -28.1% | 12,546 | $212K |
| Next Level Private LLC | 0.09% | No change | 12,500 | $211K |
| Citadel Advisors | 0.00% | New | 12,309 | $208K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 11,732 | $198K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 8,307 | $140K |
| Comerica Bank | 0.00% | No change | 7,000 | $118K |
| Wolverine Asset Management LLC | 0.01% | New | 6,644 | $112K |
| Future Financial Wealth Managment LLC | 0.06% | New | 5,000 | $84K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $66K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 2,051 | $35K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 2,000 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,875 | $32K |
| IFP Advisors, Inc | 0.00% | New | 1,000 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $17K |
"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.