MMD
NYLI MacKay DefinedTerm Muni Opportunities Fund
$15.17
-0.72%
No data for this timeframe.
Vol
Inst. Holders3 funds
Inst. Value$15.6M
Inst. Activity0 buys / 1 sells
Recent Activity
Inst.
UBS Group AG — TRIM
70,378 shares ($1.1M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
299,810 shares ($4.5M)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $6.9M | TRIM |
| BANK OF AMERICA CORP | $4.8M | — |
| WELLS FARGO & COMPANY/MN | $3.8M | ADD |
3 institutional holders with $15.6M total value (1,046,654 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 467,318 | $6.9M | 44.6% | TRIM -33.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 323,190 | $4.8M | 30.9% | — |
| 3 | WELLS FARGO & COMPANY/MN | 256,146 | $3.8M | 24.5% | ADD +25.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| UBS Group AG | TRIM | 105,540 | 70,378 | -33.3% | $1.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 238,404 | 299,810 | +25.8% | $4.5M | 2025-Q1 |
| UBS Group AG | TRIM | 166,577 | 113,320 | -32.0% | $1.7M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 814,093 | 540,641 | -33.6% | $8.1M | 2024-Q4 |
| UBS Group AG | ADD | 115,290 | 166,577 | +44.5% | $2.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 12,309 | 0 | -100.0% | $0.00 | 2024-Q4 |
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.