Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NYLI MACKAY MUNI
-
Total 13F shares
-
550,685
-
Share change
-
-181,037
-
Total reported value
-
$13,500,863
-
Price per share
-
$24.20
-
Number of holders
-
2
-
Value change
-
-$4,446,269
-
Number of sells
-
1
Institutional Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) as of Q4 2023
As of 31 Dec 2023,
NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
550,685 shares.
The largest 10 holders included
Orgel Wealth Management, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA, LPL Financial LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC, Raymond James Financial Services Advisors, Inc., RTD Financial Advisors, Inc., and ACT Advisors, LLC..
This page lists
51
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.