NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / NYLI MACKAY MUNI
Total 13F shares
14,640,166
Share change
-727,281
Total reported value
$345,947,574
Price per share
$23.63
Number of holders
49
Value change
-$17,215,324
Number of buys
20
Number of sells
31

Institutional Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) as of Q1 2025

As of 31 Mar 2025, NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) was held by 49 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,640,166 shares. The largest 10 holders included Orgel Wealth Management, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC, RTD Financial Advisors, Inc., LPL Financial LLC, UBS Group AG, RAYMOND JAMES FINANCIAL INC, Pallas Capital Advisors LLC, and Schneider Downs Wealth Management Advisors, LP. This page lists 50 institutional shareholders reporting positions in this security for the Q1 2025 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.