Nylim Mackay Definedterm MunMMD
13F holders, Q1 2025 (March 31)65holders +4
13new positions
10sold out
1famous investor
$15.19avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, up 4 from Q4 2024. 13 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($8.6M), Raymond James Financial Inc. ($5.9M) and Hennion & Walsh Asset Management, Inc. ($5.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Nylim Mackay Definedterm Mun
- Filed as
- NYLI MACKAY DEFINEDTERM MUNI (Q1 2025)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.7M |
| Exits | 10 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,012,451 shares bought and 580,220 shares sold, net +432,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +5.1% | 568,430 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +77.4% | 393,347 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Add +200.2% | 359,982 | $5.4M |
| Bank of America Corp. | 0.00% | Add +1.5% | 313,065 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +25.8% | 299,810 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +12.0% | 162,191 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.2% | 131,888 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Add +460.3% | 127,863 | $1.9M |
| LPL Financial LLC | 0.00% | Add +50.7% | 118,799 | $1.8M |
| UBS Group AG | 0.00% | Reduce -32.0% | 113,320 | $1.7M |
| City of London Investment Management Co. Ltd. | 0.18% | Reduce -45.5% | 109,614 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 95,948 | $1.4M |
| ProVise Management Group, LLC | 0.12% | Add +3.1% | 92,107 | $1.4M |
| Intellus Advisors LLC | 0.23% | Reduce -1.0% | 88,558 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +0.6% | 87,786 | $1.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.37% | Add +27.6% | 71,859 | $1.1M |
| Logan Stone Capital, LLC | 0.48% | Reduce -17.4% | 67,722 | $1.0M |
| Stonebrook Private Inc. | 0.25% | Reduce -17.1% | 62,877 | $948K |
| Readystate Asset Management LP | 0.08% | Reduce -31.9% | 55,429 | $836K |
| Landscape Capital Management, L.L.C. | 0.07% | Add +145.1% | 53,213 | $802K |
| Mercer Global Advisors Inc. | 0.00% | New | 40,212 | $606K |
| AQR Capital Management | 0.00% | New | 40,212 | $606K |
| Noble Wealth Management PBC | 0.41% | Add +0.4% | 40,150 | $605K |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 39,121 | $590K |
| Summit X, LLC | 0.12% | Add +55.3% | 38,419 | $579K |
| XML Financial, LLC | 0.05% | Reduce -19.3% | 38,380 | $579K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.1% | 34,634 | $522K |
| Wedbush Securities Inc. | 0.02% | No change | 34,507 | $520K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.2% | 32,163 | $485K |
| Ackerman Capital Advisors, LLC | 0.13% | Add +44.1% | 31,617 | $477K |
| LPF Advisors LLC | 0.38% | Reduce -1.2% | 30,996 | $467K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 30,972 | $467K |
| Whipplewood Advisors, LLC | 0.27% | Reduce -99.2% | 228 | $463K |
| Cohen & Steers, Inc. | 0.00% | New | 30,000 | $452K |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.3% | 29,950 | $452K |
| Rovin Capital /Ut/ | 0.14% | Add +1.2% | 28,444 | $429K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Reduce -18.9% | 28,000 | $422K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -70.2% | 26,252 | $396K |
| Pathstone Holdings, LLC | 0.00% | New | 23,675 | $363K |
| Janney Montgomery Scott LLC | 0.00% | Add +53.2% | 23,336 | $352K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 21,510 | $324K |
| Gilliland Jeter Wealth Management LLC | 0.11% | No change | 20,552 | $310K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $302K |
| Northern Trust Corp. | 0.00% | New | 20,000 | $302K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 19,800 | $299K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +1.0% | 19,040 | $287K |
| Integrated Capital Management, Inc. | 0.22% | Add +32.7% | 18,135 | $273K |
| Arlington Capital Management, Inc. | 0.20% | Add +21.5% | 17,417 | $263K |
| Plancorp, LLC | 0.01% | New | 16,807 | $253K |
| Cetera Investment Advisers | 0.00% | New | 16,024 | $242K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 14,256 | $215K |
| Compass Financial Group, INC | 0.04% | No change | 14,014 | $211K |
| NewEdge Wealth, LLC | 0.00% | No change | 13,390 | $202K |
| AlphaCore Capital LLC | 0.02% | New | 12,617 | $190K |
| Wolverine Asset Management LLC | 0.01% | New | 12,572 | $190K |
| Main Street Financial Solutions, LLC | 0.02% | New | 12,380 | $187K |
| Transcend Capital Advisors, LLC | 0.01% | New | 12,141 | $183K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,700 | $161K |
| Comerica Bank | 0.00% | Add +7.6% | 7,531 | $114K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $59K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $30K |
| Lanark Financial, Inc. | 0.00% | — | 2,000 | $30K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 745 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -73.3% | 500 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -99.6% | 8 | $121 |
"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.