Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / COM
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Number of holders
-
66
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Total 13F shares, excl. options
-
4.31M
-
Shares change
-
+497K
-
Total reported value, excl. options
-
$65.5M
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Value change
-
+$7.51M
-
Number of buys
-
38
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Number of sells
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-27
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Price
-
$15.08
Significant Holders of NYLI MacKay DefinedTerm Muni Opportunities Fund - COM (MMD) as of Q1 2025
74 filings reported holding MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - COM as of Q1 2025.
NYLI MacKay DefinedTerm Muni Opportunities Fund - COM (MMD) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.31M shares
.
Largest 10 shareholders include MORGAN STANLEY (568K shares), RAYMOND JAMES FINANCIAL INC (393K shares), Hennion & Walsh Asset Management, Inc. (360K shares), BANK OF AMERICA CORP /DE/ (313K shares), WELLS FARGO & COMPANY/MN (300K shares), Royal Bank of Canada (162K shares), NewEdge Advisors, LLC (132K shares), GUGGENHEIM CAPITAL LLC (128K shares), LPL Financial LLC (119K shares), and UBS Group AG (113K shares).
This table shows the top 66 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.