How many institutions held MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - Common in Q2 2023?

57 institutional investors reported MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - Common for Q2 2023. Use the holders table for investor-level position and value details.

NYLI MacKay DefinedTerm Muni Opportunities Fund - Common (MMD)

Q: What does CUSIP 56064K100 represent in this 13F holders report?

CUSIP 56064K100 is the security identifier for MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - Common used to aggregate holder disclosures.

CUSIP: 56064K100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common
Shares outstanding: 18,782,526
Total 13F shares: 6,186,295
Share change: -16,746
Total reported value: $105,594,295
Price per share: $17.07
Number of holders: 57
Value change: -$305,756
Number of buys: 31
Number of sells: 23

Quarterly Holders Quick Answers

What is CUSIP 56064K100?
CUSIP 56064K100 identifies MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - Common in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 56064K100:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund - Common (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	6.7%	1,251,352	$21,748,498	—	31 Mar 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	5.2%	980,843	$17,047,059	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	2.6%	494,133	$8,588,038	—	31 Mar 2023	13F
GUGGENHEIM CAPITAL LLC	13F	Company	2.2%	416,169	$7,233,017	—	31 Mar 2023	13F
XML Financial, LLC	13F	Company	1.8%	338,708	$5,886,745	—	31 Mar 2023	13F
Advisors Asset Management, Inc.	13F	Company	1.5%	279,142	$4,851,488	—	31 Mar 2023	13F
AMERIPRISE FINANCIAL INC	13F	Company	1%	196,392	$3,454,141	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.99%	186,217	$3,236,451	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	0.9%	169,864	$2,952,000	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.9%	169,576	$2,947,262	—	31 Mar 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.79%	148,014	$2,572,481	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	0.76%	142,619	$2,478,721	—	31 Mar 2023	13F
TRANSCEND CAPITAL ADVISORS, LLC	13F	Company	0.74%	139,170	$2,418,782	—	31 Mar 2023	13F
Equitable Holdings, Inc.	13F	Company	0.47%	88,710	$1,541,780	—	31 Mar 2023	13F
ProVise Management Group, LLC	13F	Company	0.4%	75,082	$1,304,925	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0.39%	73,567	$1,278,609	—	31 Mar 2023	13F
U.S. Capital Wealth Advisors, LLC	13F	Company	0.37%	69,510	$1,208,084	—	31 Mar 2023	13F
COHEN & STEERS, INC.	13F	Company	0.37%	69,413	$1,206,000	—	31 Mar 2023	13F
Summit Financial Wealth Advisors, LLC	13F	Company	0.34%	63,470	$1,103,109	—	31 Mar 2023	13F
STIFEL FINANCIAL CORP	13F	Company	0.29%	53,960	$937,823	—	31 Mar 2023	13F
Invesco Ltd.	13F	Company	0.28%	52,647	$915,005	—	31 Mar 2023	13F
ArchPoint Investors	13F	Company	0.24%	44,158	$767,466	—	31 Mar 2023	13F
Legacy Financial Strategies, LLC	13F	Company	0.23%	42,538	$739,313	—	31 Mar 2023	13F
Kingsview Wealth Management, LLC	13F	Company	0.23%	42,493	$738,528	—	31 Mar 2023	13F
Steward Partners Investment Advisory, LLC	13F	Company	0.22%	41,956	$729,195	—	31 Mar 2023	13F
Cetera Advisor Networks LLC	13F	Company	0.22%	40,625	$706,065	—	31 Mar 2023	13F
GOODWIN DANIEL L	13F	Company	0.19%	35,010	$608,474	—	31 Mar 2023	13F
Snowden Capital Advisors LLC	13F	Company	0.16%	30,706	$533,672	—	31 Mar 2023	13F
Janney Montgomery Scott LLC	13F	Company	0.16%	30,428	$529,000	—	31 Mar 2023	13F
Rockefeller Capital Management L.P.	13F	Company	0.16%	30,256	$525,000	—	31 Mar 2023	13F
Private Wealth Strategies, L.L.C.	13F	Company	0.16%	30,154	$524,073	—	31 Mar 2023	13F
NewEdge Wealth, LLC	13F	Company	0.16%	29,486	$512,467	—	31 Mar 2023	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	0.16%	29,222	$507,885	—	31 Mar 2023	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	0.15%	27,871	$484,000	—	31 Mar 2023	13F
Western Wealth Management, LLC	13F	Company	0.15%	27,278	$474,093	—	31 Mar 2023	13F
GREAT VALLEY ADVISOR GROUP, INC.	13F	Company	0.14%	26,229	$455,860	—	31 Mar 2023	13F
Bank of New York Mellon Corp	13F	Company	0.13%	24,615	$427,809	—	31 Mar 2023	13F
NewEdge Advisors, LLC	13F	Company	0.11%	20,973	$358,983	—	31 Mar 2023	13F
KESTRA PRIVATE WEALTH SERVICES, LLC	13F	Company	0.1%	18,848	$327,584	—	31 Mar 2023	13F
JANE STREET GROUP, LLC	13F	Company	0.1%	18,689	$324,815	—	31 Mar 2023	13F
Cetera Advisors LLC	13F	Company	0.08%	15,206	$264,277	—	31 Mar 2023	13F
Summit X, LLC	13F	Company	0.08%	14,280	$248,182	—	31 Mar 2023	13F
Compass Financial Group, INC/SD	13F	Company	0.07%	14,014	$243,563	—	31 Mar 2023	13F
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	13F	Company	0.07%	13,000	$225,940	—	31 Mar 2023	13F
BRANDYWINE OAK PRIVATE WEALTH LLC	13F	Company	0.07%	12,900	$224,202	—	31 Mar 2023	13F
Next Level Private LLC	13F	Company	0.07%	12,500	$217,250	—	31 Mar 2023	13F
Yie-Hsin Hung	3/4/5	Director	— class O/S missing	12,000	$199,999	—	21 May 2021	3/4/5
AlphaCentric Advisors LLC	13F	Company	0.06%	11,242	$195,386	—	31 Mar 2023	13F
Paragon Wealth Strategies, LLC	13F	Company	0.06%	11,069	$192,388	—	31 Mar 2023	13F
TRUIST FINANCIAL CORP	13F	Company	0.06%	11,020	$191,528	—	31 Mar 2023	13F

Institutional Holders of NYLI MacKay DefinedTerm Muni Opportunities Fund - Common (MMD) as of Q2 2023

As of 30 Jun 2023, NYLI MacKay DefinedTerm Muni Opportunities Fund - Common (MMD) was held by 57 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,186,295 shares. The largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, RAYMOND JAMES & ASSOCIATES, GUGGENHEIM CAPITAL LLC, XML Financial, LLC, Advisors Asset Management, Inc., AMERIPRISE FINANCIAL INC, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, and UBS Group AG. This page lists 57 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.