Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / NYLI MACKAY MUNI
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
12,375,370
-
Shares change
-
+2,136,380
-
Total reported value, excl. options
-
$299,591,811
-
Value change
-
+$51,697,509
-
Number of buys
-
37
-
Number of sells
-
-15
-
Price
-
$24.21
Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) as of Q2 2023
59 filings reported holding MMIN - NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI as of Q2 2023.
NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUNI (MMIN) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,375,370 shares
.
Largest 10 shareholders include Orgel Wealth Management, LLC (5,312,733 shares), MORGAN STANLEY (1,415,168 shares), UBS Group AG (689,163 shares), CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC (621,272 shares), BANK OF AMERICA CORP /DE/ (558,976 shares), Raymond James Financial Services Advisors, Inc. (469,366 shares), ACT Advisors, LLC. (373,053 shares), RTD Financial Advisors, Inc. (327,631 shares), LPL Financial LLC (326,083 shares), and Royal Bank of Canada (295,692 shares).
This table shows the top 55 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.