Nylim Mackay Muni IntermediaMMITETF

13F holders, Q4 2024 (December 31)
110holders +11
14new positions
8sold out
1famous investor
$24.01avg. 13F price*

At the end of Q4 2024, 110 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 11 from Q3 2024. 14 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($93.7M), Morgan Stanley ($70.6M) and Raymond James Financial Inc. ($41.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Mackay Muni Intermedia
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q4 2024)
CUSIP
45409F827
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 90Q1 2024Q2 2024: 94Q2 2024Q3 2024: 99Q3 2024Q4 2024: 110Q4 2024Q1 2025: 118Q1 2025Q2 2025: 122Q2 2025Q3 2025: 128Q3 2025Q4 2025: 153Q4 2025Q1 2026: 160Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$6.9M
Exits8$3.7M

All 13F filers, Q3 2024 → Q4 2024: 2,414,243 shares bought and 711,305 shares sold, net +1,702,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Bank of America Corp. 0.01% Reduce -3.9% 3,901,569 $93.7M
Morgan Stanley 0.00% Add +10.4% 2,939,774 $70.6M
Raymond James Financial Inc. 0.02% — 1,732,162 $41.6M
Schneider Downs Wealth Management Advisors, LP 6.87% Add +5.6% 1,521,376 $36.5M
UBS Group AG 0.01% Reduce -2.4% 1,486,211 $35.7M
LPL Financial LLC 0.01% Add +14.5% 1,185,971 $28.5M
IAG Wealth Partners, LLC 4.70% Add +4.8% 1,110,681 $26.7M
Pallas Capital Advisors LLC 1.02% Reduce -1.0% 990,587 $23.8M
Cetera Investment Advisers 0.04% Add +9.0% 792,407 $19.0M
Avantax Planning Partners, Inc. 0.60% Reduce -7.5% 689,311 $16.6M
TruWealth Advisors, LLC 0.95% Add +2.0% 655,457 $15.7M
Financial Counselors Inc. 0.22% Add +127.7% 621,241 $14.9M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 515,132 $12.4M
Great Valley Advisor Group, Inc. 0.23% Add +5.3% 432,428 $10.4M
Stifel Financial Corp. 0.01% Add +2.1% 408,478 $9.8M
Dynamic Advisor Solutions LLC 0.42% Add +58.1% 406,994 $9.8M
Cornerstone Advisors Asset Management, LLC 2.03% Reduce -0.8% 391,460 $9.4M
MassMutual Private Wealth & Trust, FSB 0.24% Add +69.2% 362,707 $8.7M
Bank of New York Mellon Corp 0.00% Add +2.3% 307,219 $7.4M
Truist Financial Corp. 0.01% Reduce -0.5% 283,870 $6.8M
Focus Partners Advisor Solutions, LLC 0.10% Add +1714.7% 255,567 $6.1M
Brady Martz Wealth Solutions, LLC 1.39% — 240,318 $5.8M
Vicus Capital 0.47% Add +7.6% 221,935 $5.3M
Prestige Wealth Management Group LLC 1.05% Reduce -10.5% 209,762 $5.0M
Sanctuary Advisors, LLC 0.03% Add +17.0% 189,771 $4.6M
Jane Street Group, LLC 0.01% Add +759.4% 191,028 $4.6M
Main Street Financial Solutions, LLC 0.41% Reduce -1.4% 171,098 $4.1M
Bernardo Wealth Planning LLC 0.97% Reduce -13.0% 169,895 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -16.7% 165,958 $4.0M
Cypress Point Wealth Management, LLC 0.99% Add +3.0% 132,458 $3.2M
Private Advisor Group, LLC 0.02% Add +194.5% 129,455 $3.1M
MML Investors Services, LLC 0.01% Add +16.5% 125,893 $3.0M
Journey Strategic Wealth LLC 0.10% Add +36.5% 113,606 $2.7M
Golden State Wealth Management, LLC 0.35% — 96,497 $2.3M
JPMorgan Chase & Co. 0.00% Add +3.3% 93,827 $2.3M
Captrust Financial Advisors 0.01% Reduce -3.3% 90,020 $2.2M
Royal Bank of Canada 0.00% Add +9.7% 86,934 $2.1M
Clark Wealth Partners 1.62% — 86,696 $2.1M
Smallwood Wealth Investment Management, LLC 1.42% Add +110.1% 86,051 $2.1M
Osaic Holdings, Inc. 0.00% Add +34.5% 84,744 $2.0M
Legacy Financial Strategies, LLC 0.39% Reduce -3.9% 74,624 $1.8M
Mariner, LLC 0.00% Add +91.0% 74,578 $1.8M
Kuhn & Co Investment Counsel 1.47% Add +3.8% 71,981 $1.7M
Landmark Wealth Management, LLC 0.73% Add +4.0% 68,916 $1.7M
Citadel Advisors 0.00% New 63,885 $1.5M
Evergreen Private Wealth LLC 0.71% Add +14.7% 63,560 $1.5M
Janney Capital Management LLC 0.10% Reduce -2.3% 59,907 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -19.2% 51,604 $1.2M
Kennebec Savings Bank 1.24% Add +8679.2% 51,534 $1.2M
AdvisorNet Financial, Inc 0.10% Add +7.6% 49,561 $1.2M
PFG Advisors 0.07% Add +6.0% 46,132 $1.1M
Goldman Sachs Group Inc. 0.00% New 43,009 $1.0M
Fortis Group Advisors, LLC 0.19% Add +12.2% 42,443 $1.0M
Narus Financial Partners, LLC 0.34% Reduce -44.8% 42,320 $1.0M
Park Avenue Securities LLC 0.01% Add +34.1% 41,498 $996K
New Hampshire Trust 0.20% New 40,283 $967K
Frontier Asset Management, LLC 0.32% Add +12.1% 39,930 $959K
Amplius Wealth Advisors, LLC 0.10% Reduce -5.0% 38,875 $933K
Opes Wealth Management LLC 0.19% Add +15.8% 37,695 $905K
Swmg, LLC 0.34% Add +0.7% 35,003 $844K
BCS Wealth Management 0.21% Reduce -15.8% 35,122 $843K
HUB Investment Partners, LLC 0.04% Reduce -7.2% 34,952 $839K
Titleist Asset Management, LLC 0.09% Add +10.2% 33,871 $813K
Evolution Wealth Advisors, LLC 0.13% No change 32,313 $776K
Saxon Interests, Inc. 0.33% Reduce -2.3% 30,995 $744K
Burt Wealth Advisors 0.19% Reduce -7.0% 30,480 $732K
Comerica Bank 0.00% Add +1.6% 29,534 $709K
PKS Advisory Services, LLC 0.17% — 27,752 $666K
Pine Valley Investments Ltd Liability Co 0.04% New 26,700 $642K
Western Wealth Management, LLC 0.03% Reduce -2.8% 26,394 $634K
Atria Wealth Solutions, Inc. 0.01% No change 26,306 $633K
GGM Financial LLC 0.62% New 24,323 $584K
Vista Cima Wealth Management LLC 0.50% — 19,970 $479K
Thrivent Financial for Lutherans 0.00% Add +0.6% 18,790 $455K
Rockefeller Capital Management L.P. 0.00% Reduce -4.7% 18,586 $446K
Flow Traders U.S. LLC 0.02% New 18,517 $445K
Ascentis Independent Advisors 0.08% Reduce -50.0% 17,413 $418K
HRT Financial LP 0.00% New 17,195 $412K
Kestra Advisory Services, LLC 0.00% Add +6.8% 17,009 $408K
Level Four Advisory Services, LLC 0.02% Reduce -6.8% 16,641 $400K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.0% 15,512 $372K
Atria Investments, Inc 0.00% Add +1.0% 15,238 $366K
Susquehanna International Group, LLP 0.00% Reduce -74.9% 14,444 $347K
Friday Financial 0.23% — 14,083 $338K
Curran Financial Partners, LLC 0.09% New 13,737 $330K
Bill Few Associates, Inc. 0.11% New 13,132 $315K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.4% 13,043 $313K
Visionary Wealth Advisors 0.02% Add +1.0% 12,466 $299K
Avantax Advisory Services, Inc. 0.00% Add +0.6% 11,970 $287K
WCG Wealth Advisors LLC 0.02% New 11,958 $287K
GTS Securities LLC 0.01% New 11,225 $270K
Lokken Investment Group LLC 0.11% No change 11,082 $266K
Vertex Planning Partners, LLC 0.06% No change 10,457 $251K
Synovus Financial Corp. 0.00% Reduce -49.7% 9,985 $240K
NewEdge Advisors, LLC 0.00% Add +6.1% 9,453 $227K
Pineridge Advisors LLC 0.08% Reduce -42.4% 8,863 $213K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -26.2% 6,665 $160K
Principal Securities, Inc. 0.00% Add +3.5% 5,328 $128K
Wiser Advisor Group LLC 0.18% Add +1.0% 5,257 $126K
Tsfg, LLC 0.03% Reduce -32.1% 5,076 $122K

"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.

Show all 110 holders