Nylim Mackay Definedterm MunMMD
13F holders, Q4 2024 (December 31)61holders −3
17new positions
21sold out
$14.94avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, down 3 from Q3 2024. 17 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($8.1M), Bank of America Corp. ($4.6M) and Wells Fargo & Company ($3.6M).
- Company
- Nylim Mackay Definedterm Mun
- Filed as
- NYLI MACKAY DEFINEDTERM MUNI (Q4 2024)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.5M |
| Exits | 21 | $39.7M |
All 13F filers, Q3 2024 → Q4 2024: 806,616 shares bought and 4,299,177 shares sold, net −3,492,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Reduce -33.6% | 540,641 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -58.2% | 308,432 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 238,404 | $3.6M |
| Raymond James Financial Inc. | 0.00% | — | 221,712 | $3.3M |
| City of London Investment Management Co. Ltd. | 0.30% | Reduce -23.0% | 200,999 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -42.4% | 168,899 | $2.5M |
| UBS Group AG | 0.00% | Add +44.5% | 166,577 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 144,801 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +36.6% | 133,435 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | New | 119,911 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | New | 92,647 | $1.4M |
| Intellus Advisors LLC | 0.23% | — | 89,443 | $1.3M |
| ProVise Management Group, LLC | 0.11% | Add +3.9% | 89,347 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -28.7% | 88,062 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 87,242 | $1.3M |
| Logan Stone Capital, LLC | 0.41% | New | 82,017 | $1.2M |
| Readystate Asset Management LP | 0.09% | New | 81,363 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -57.1% | 78,809 | $1.2M |
| Stonebrook Private Inc. | 0.30% | Reduce -1.0% | 75,897 | $1.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.27% | New | 56,328 | $841K |
| XML Financial, LLC | 0.07% | Reduce -64.5% | 47,546 | $710K |
| Stifel Financial Corp. | 0.00% | Reduce -13.8% | 41,871 | $625K |
| Noble Wealth Management PBC | 0.41% | — | 40,000 | $597K |
| Summit Financial Wealth Advisors, LLC | 0.10% | Reduce -16.7% | 34,525 | $536K |
| Equitable Holdings, Inc. | 0.01% | Add +3.3% | 35,371 | $528K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.4% | 34,507 | $515K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.4% | 33,563 | $501K |
| Marex Group Ltd | 0.01% | New | 32,674 | $488K |
| LPF Advisors LLC | 0.39% | Reduce -1.6% | 31,381 | $469K |
| Whipplewood Advisors, LLC | 0.25% | — | 29,925 | $447K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 29,919 | $447K |
| Rovin Capital /Ut/ | 0.15% | Add +4.0% | 28,114 | $420K |
| Summit X, LLC | 0.08% | Add +19.2% | 24,741 | $369K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.0% | 24,025 | $359K |
| Nomura Holdings Inc. | 0.00% | New | 23,700 | $354K |
| Guggenheim Capital LLC | 0.00% | Reduce -74.3% | 22,819 | $341K |
| Ackerman Capital Advisors, LLC | 0.09% | New | 21,942 | $328K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 21,713 | $324K |
| Calamos Advisors LLC | 0.00% | New | 20,592 | $307K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Reduce -18.8% | 20,552 | $307K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $299K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.4% | 19,968 | $298K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +12.4% | 18,849 | $281K |
| Walleye Capital LLC | 0.00% | New | 16,486 | $246K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -39.3% | 15,233 | $227K |
| Arlington Capital Management, Inc. | 0.15% | New | 14,333 | $214K |
| Compass Financial Group, INC | 0.04% | No change | 14,014 | $209K |
| Integrated Capital Management, Inc. | 0.16% | New | 13,664 | $204K |
| NewEdge Wealth, LLC | 0.00% | Reduce -50.1% | 13,390 | $200K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.7% | 12,750 | $190K |
| XTX Topco Ltd | 0.02% | New | 12,670 | $189K |
| Jane Street Group, LLC | 0.00% | Reduce -98.5% | 10,549 | $157K |
| Comerica Bank | 0.00% | No change | 7,000 | $105K |
| Elequin Capital, LP | 0.01% | New | 4,682 | $70K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $58K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 2,074 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,875 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 1,000 | $15K |
| Lanark Financial, Inc. | 0.00% | — | 2 | $29 |
| FMR LLC | 0.00% | New | 1 | $15 |
"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.