Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NYLI MACKAY MUN
-
Total 13F shares
-
349,449
-
Share change
-
+112,027
-
Total reported value
-
$8,582,467
-
Price per share
-
$24.56
-
Number of holders
-
1
-
Value change
-
+$2,751,383
-
Number of buys
-
1
Institutional Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUN (MMIT) as of Q4 2023
As of 31 Dec 2023,
NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUN (MMIT) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
349,449 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG, Raymond James Financial Services Advisors, Inc., Avantax Planning Partners, Inc., LPL Financial LLC, Schneider Downs Wealth Management Advisors, LP, IAG Wealth Partners, LLC, Pallas Capital Advisors LLC, and FINANCIAL COUNSELORS INC.
This page lists
93
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.