Nylim Mackay Definedterm MunMMD
13F holders, Q2 2025 (June 30)60holders −5
6new positions
9sold out
1famous investor
$14.79avg. 13F price*
At the end of Q2 2025, 60 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, down 5 from Q1 2025. 6 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($8.4M), Raymond James Financial Inc. ($7.4M) and Hennion & Walsh Asset Management, Inc. ($7.1M). 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 (Q2 2025)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 9 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 695,637 shares bought and 359,427 shares sold, net +336,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Add +0.4% | 570,743 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +27.5% | 501,635 | $7.4M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +33.8% | 481,723 | $7.1M |
| Bank of America Corp. | 0.00% | Add +4.3% | 326,646 | $4.8M |
| Guggenheim Capital LLC | 0.04% | Add +128.0% | 291,477 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.7% | 273,776 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 161,590 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 135,245 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 118,560 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.5% | 114,635 | $1.7M |
| UBS Group AG | 0.00% | Reduce -6.9% | 105,540 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +18.6% | 104,127 | $1.5M |
| Thomas J. Herzfeld Advisors, Inc. | 0.51% | Add +34.4% | 96,544 | $1.4M |
| Intellus Advisors LLC | 0.20% | Add +2.5% | 90,806 | $1.3M |
| ProVise Management Group, LLC | 0.10% | Reduce -2.7% | 89,581 | $1.3M |
| City of London Investment Management Co. Ltd. | 0.12% | Reduce -20.4% | 87,267 | $1.3M |
| Stonebrook Private Inc. | 0.21% | Reduce -3.8% | 60,492 | $895K |
| Whipplewood Advisors, LLC | 0.39% | Add +21120.2% | 48,382 | $716K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -13.5% | 46,006 | $680K |
| Stifel Financial Corp. | 0.00% | Add +11.7% | 43,681 | $646K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 40,545 | $600K |
| AQR Capital Management | 0.00% | Add +0.8% | 40,545 | $600K |
| XML Financial, LLC | 0.05% | No change | 38,380 | $568K |
| Wolverine Asset Management LLC | 0.04% | Add +193.3% | 36,880 | $545K |
| Ackerman Capital Advisors, LLC | 0.12% | Add +10.5% | 34,945 | $517K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.0% | 33,807 | $500K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 32,029 | $474K |
| Summit X, LLC | 0.08% | Reduce -21.5% | 30,161 | $446K |
| Cohen & Steers, Inc. | 0.00% | No change | 30,000 | $444K |
| Global Endowment Management, LP | 0.06% | New | 30,000 | $444K |
| Calamos Advisors LLC | 0.00% | Add +48.7% | 29,436 | $435K |
| Rovin Capital /Ut/ | 0.13% | Add +0.0% | 28,455 | $421K |
| Centaurus Financial, Inc. | 0.02% | New | 28,212 | $417K |
| WealthPLAN Partners, LLC | 0.07% | New | 27,771 | $411K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.2% | 26,280 | $389K |
| Rockefeller Capital Management L.P. | 0.00% | New | 23,909 | $354K |
| Equitable Holdings, Inc. | 0.00% | Reduce -31.3% | 23,801 | $352K |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 23,437 | $347K |
| Janney Montgomery Scott LLC | 0.00% | No change | 23,336 | $345K |
| Integrated Capital Management, Inc. | 0.25% | Add +23.9% | 22,462 | $332K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $296K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 17,061 | $252K |
| Plancorp, LLC | 0.01% | No change | 16,807 | $249K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Reduce -21.3% | 16,177 | $239K |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 15,686 | $232K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 15,000 | $222K |
| Compass Financial Group, INC | 0.03% | No change | 14,014 | $207K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -51.8% | 13,500 | $200K |
| NewEdge Wealth, LLC | 0.00% | No change | 13,390 | $197K |
| Logan Stone Capital, LLC | 0.09% | Reduce -81.1% | 12,802 | $189K |
| AlphaCore Capital LLC | 0.01% | No change | 12,617 | $187K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -1.2% | 12,232 | $181K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -36.3% | 12,127 | $179K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.8% | 11,000 | $163K |
| Comerica Bank | 0.00% | Reduce -31.3% | 5,174 | $77K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $58K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $30K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 745 | $11K |
| FNY Investment Advisers, LLC | 0.00% | New | 600 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $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.