Nylim Mackay Definedterm MunMMD
13F holders, Q3 2025 (September 30)63holders +3
8new positions
5sold out
1famous investor
$15.13avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, up 3 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were Hennion & Walsh Asset Management, Inc. ($10.6M), Raymond James Financial Inc. ($8.6M) and Morgan Stanley ($8.1M). 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 (Q3 2025)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $995K |
| Exits | 5 | $2.3M |
All 13F filers, Q2 2025 → Q3 2025: 548,098 shares bought and 421,275 shares sold, net +126,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Hennion & Walsh Asset Management, Inc. | 0.38% | Add +45.4% | 700,522 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 567,803 | $8.6M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 538,150 | $8.1M |
| Guggenheim Capital LLC | 0.05% | Add +44.2% | 420,284 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 292,231 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 234,579 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 151,393 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.0% | 126,908 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.1% | 110,840 | $1.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.50% | Reduce -0.0% | 96,504 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.6% | 95,565 | $1.4M |
| ProVise Management Group, LLC | 0.10% | Reduce -1.3% | 88,448 | $1.3M |
| City of London Investment Management Co. Ltd. | 0.10% | No change | 87,267 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -17.5% | 85,886 | $1.3M |
| Intellus Advisors LLC | 0.17% | Reduce -7.7% | 83,842 | $1.3M |
| Noble Wealth Management PBC | 0.63% | — | 78,125 | $1.2M |
| UBS Group AG | 0.00% | Reduce -33.3% | 70,378 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +24.5% | 50,471 | $764K |
| Whipplewood Advisors, LLC | 0.49% | Add +2.5% | 49,571 | $750K |
| Ackerman Capital Advisors, LLC | 0.15% | Add +34.4% | 46,949 | $710K |
| Cohen & Steers, Inc. | 0.00% | Add +50.0% | 45,000 | $681K |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 44,895 | $679K |
| AQR Capital Management | 0.00% | Add +1.2% | 41,045 | $621K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.1% | 32,407 | $490K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 32,299 | $489K |
| XML Financial, LLC | 0.04% | Reduce -16.7% | 31,955 | $483K |
| Global Endowment Management, LP | 0.06% | No change | 30,000 | $454K |
| Ameriprise Financial Inc. | 0.00% | Add +22.3% | 28,661 | $434K |
| Rovin Capital /Ut/ | 0.12% | Add +0.0% | 28,460 | $431K |
| Equitable Holdings, Inc. | 0.00% | Add +11.6% | 26,560 | $402K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -4.9% | 26,420 | $400K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 26,283 | $398K |
| Centaurus Financial, Inc. | 0.02% | Reduce -10.3% | 25,319 | $383K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 23,966 | $363K |
| Plancorp, LLC | 0.01% | Add +41.6% | 23,807 | $360K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -50.2% | 22,924 | $347K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 22,283 | $337K |
| Jane Street Group, LLC | 0.00% | New | 20,675 | $313K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $303K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +26.8% | 19,026 | $288K |
| Integrated Capital Management, Inc. | 0.18% | Reduce -24.5% | 16,957 | $257K |
| Gilliland Jeter Wealth Management LLC | 0.08% | No change | 16,177 | $245K |
| Arlington Capital Management, Inc. | 0.15% | New | 16,020 | $242K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 15,664 | $237K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 15,772 | $232K |
| Arax Advisory Partners | 0.00% | New | 15,160 | $229K |
| Compass Financial Group, INC | 0.03% | No change | 14,014 | $212K |
| NewEdge Wealth, LLC | 0.00% | No change | 13,390 | $202K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +8.8% | 13,199 | $200K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 12,141 | $184K |
| AlphaCore Capital LLC | 0.01% | Reduce -12.8% | 11,000 | $167K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,000 | $166K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -17.3% | 10,121 | $153K |
| Comerica Bank | 0.00% | No change | 5,174 | $78K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $59K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $30K |
| Kelleher Financial Advisors | 0.00% | New | 920 | $14K |
| Kilter Group LLC | 0.01% | New | 796 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 745 | $11K |
| FNY Investment Advisers, LLC | 0.00% | No change | 600 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $8K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 14 | $212 |
| Eastern Bank | 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.