MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
$15.36
-1.03%
No data for this timeframe.
Vol
Inst. Holders18 funds
Inst. Value$39.1M
Inst. Activity1 buys / 2 sells
Recent Activity
Inst.
Invesco Ltd. — ADD
62,640 shares ($930.2K)
Inst.
Equitable Holdings, Inc. — TRIM
15,349 shares ($228.2K)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $10.0M | ADD |
| MORGAN STANLEY | $6.7M | TRIM |
| GUGGENHEIM CAPITAL LLC | $6.4M | ADD |
| BANK OF AMERICA CORP | $4.7M | TRIM |
| WELLS FARGO & COMPANY/MN | $4.0M | ADD |
18 institutional holders with $39.1M total value (2,632,785 shares) as of 2026-Q1. Top holders: RAYMOND, MORGAN, GUGGENHEIM. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 675,583 | $10.0M | 25.7% | ADD +27.5% |
| 2 | MORGAN STANLEY | 451,865 | $6.7M | 17.2% | TRIM -33.6% |
| 3 | GUGGENHEIM CAPITAL LLC | 432,536 | $6.4M | 16.4% | ADD +44.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 318,039 | $4.7M | 12.1% | TRIM -58.2% |
| 5 | WELLS FARGO & COMPANY/MN | 266,726 | $4.0M | 10.1% | ADD +25.8% |
| 6 | ROYAL BANK OF CANADA | 148,423 | $2.2M | 5.6% | — |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 93,997 | $1.4M | 3.6% | — |
| 8 | Invesco Ltd. | 62,640 | $930.2K | 2.4% | ADD +69.2% |
| 9 | &PARTNERS | 33,043 | $480.6K | 1.2% | — |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,720 | $367.1K | 0.9% | — |
| 11 | Rockefeller Capital Management L.P. | 24,082 | $357.6K | 0.9% | TRIM -25.4% |
| 12 | AMERIPRISE FINANCIAL INC | 20,970 | $311.4K | 0.8% | NEAR_EXIT -82.3% |
| 13 | STIFEL FINANCIAL CORP | 19,430 | $288.5K | 0.7% | TRIM -56.2% |
| 14 | NOMURA HOLDINGS INC | 16,740 | $248.6K | 0.6% | — |
| 15 | Equitable Holdings, Inc. | 15,349 | $228.2K | 0.6% | TRIM -39.9% |
| 16 | Cerity Partners LLC | 13,894 | $206.3K | 0.5% | — |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 11,101 | $164.8K | 0.4% | NEAR_EXIT -87.4% |
| 18 | FIFTH THIRD BANCORP | 3,647 | $54.2K | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 37,015 | 62,640 | +69.2% | $930.2K | 2026-Q1 |
| Equitable Holdings, Inc. | TRIM | 25,524 | 15,349 | -39.9% | $228.2K | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | NEAR_EXIT | 88,173 | 11,101 | -87.4% | $164.8K | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 44,895 | 19,642 | -56.2% | $292.1K | 2025-Q4 |
| GUGGENHEIM CAPITAL LLC | ADD | 291,477 | 420,284 | +44.2% | $6.4M | 2025-Q3 |
| UBS Group AG | TRIM | 105,540 | 70,378 | -33.3% | $1.1M | 2025-Q3 |
| RAYMOND JAMES FINANCIAL INC | ADD | 393,347 | 501,635 | +27.5% | $7.4M | 2025-Q2 |
| GUGGENHEIM CAPITAL LLC | DOUBLED | 127,863 | 291,477 | +128.0% | $4.3M | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 12,572 | 36,880 | +193.4% | $545.5K | 2025-Q2 |
| Equitable Holdings, Inc. | TRIM | 34,634 | 23,801 | -31.3% | $352.0K | 2025-Q2 |
| RAYMOND JAMES FINANCIAL INC | ADD | 221,712 | 393,347 | +77.4% | $5.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 238,404 | 299,810 | +25.8% | $4.5M | 2025-Q1 |
| GUGGENHEIM CAPITAL LLC | DOUBLED | 22,819 | 127,863 | +460.3% | $1.9M | 2025-Q1 |
| UBS Group AG | TRIM | 166,577 | 113,320 | -32.0% | $1.7M | 2025-Q1 |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 168,899 | 29,950 | -82.3% | $451.7K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 814,093 | 540,641 | -33.6% | $8.1M | 2024-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 738,175 | 308,432 | -58.2% | $4.6M | 2024-Q4 |
| AMERIPRISE FINANCIAL INC | TRIM | 293,038 | 168,899 | -42.4% | $2.5M | 2024-Q4 |
| UBS Group AG | ADD | 115,290 | 166,577 | +44.5% | $2.5M | 2024-Q4 |
| GUGGENHEIM CAPITAL LLC | TRIM | 88,855 | 22,819 | -74.3% | $340.7K | 2024-Q4 |
| Rockefeller Capital Management L.P. | TRIM | 26,752 | 19,968 | -25.4% | $298.1K | 2024-Q4 |
| GUGGENHEIM CAPITAL LLC | TRIM | 170,805 | 88,855 | -48.0% | $1.5M | 2024-Q3 |
| Equitable Holdings, Inc. | TRIM | 57,527 | 34,256 | -40.5% | $577.6K | 2024-Q3 |
| Invesco Ltd. | TRIM | 21,995 | 15,024 | -31.7% | $253.3K | 2024-Q3 |
| BANK OF AMERICA CORP /DE/ | EXIT | 843,221 | 0 | -100.0% | $0.00 | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.