MMD Insider Trading

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Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $118,191.00

Insider Selling (Last 12 Months): $0.00

MainStay MacKay DefinedTerm Municipal Opportunities Fund Insider Trading History Chart

MainStay MacKay DefinedTerm Municipal Opportunities Fund Share Price & Price History

^$14.27

▼ -0.145 (-1.01%)

As of 04/8/2025 04:59 PM ET

Days: 30 | 90 | 365

MainStay MacKay DefinedTerm Municipal Opportunities Fund Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
1/17/2025	David Dowden	Portfolio Manager	Buy	3,300	$14.92	$49,236.00	3,300
1/14/2025	John J Lawlor	Portfolio Manager	Buy	2,000	$14.74	$29,480.00	4,500
11/20/2024	John J Lawlor	Portfolio Manager	Buy	2,500	$15.79	$39,475.00	2,500
8/7/2023	Michael Denlinger	Portfolio Manager	Sell	4,567	$16.86	$76,999.62
7/10/2023	Michael Denlinger	Portfolio Manager	Sell	4,326	$16.95	$73,325.70	4,548
11/21/2022	Michael Petty	Portfolio Manager	Sell	1,709	$16.15	$27,600.35
10/11/2022	Michael Denlinger	Portfolio Manager	Buy	855	$15.75	$13,466.25	8,544
5/13/2022	Michael Denlinger	Portfolio Manager	Buy	3,250	$17.23	$55,997.50	7,520
4/11/2022	Robert A Dimella	Portfolio Manager	Buy	10,000	$17.90	$179,000.00	10,000
4/8/2022	Michael Denlinger	Portfolio Manager	Buy	4,250	$18.15	$77,137.50

SEC Filings (Institutional Ownership Changes) for MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE:MMD)

Institutional Buying and Selling by Quarter

MainStay MacKay DefinedTerm Municipal Opportunities Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/18/2025	Elequin Capital LP	4,682	$70K	0.0%	N/A	0.000%
2/17/2025	Stonebrook Private Inc.	75,897	$1.13M	0.3%	-1.0%	0.000%
2/17/2025	Nomura Holdings Inc.	23,700	$0.35M	0.0%	N/A	0.000%
2/17/2025	Logan Stone Capital LLC	82,017	$1.23M	0.4%	N/A	0.000%
2/17/2025	Bank of America Corp DE	308,432	$4.61M	0.0%	-58.2%	0.000%
2/17/2025	Ameriprise Financial Inc.	168,899	$2.54M	0.0%	-42.4%	0.000%
2/14/2025	Jane Street Group LLC	10,549	$0.16M	0.0%	-98.5%	0.000%
2/14/2025	Stifel Financial Corp	41,871	$0.63M	0.0%	-13.8%	0.000%
2/13/2025	NewEdge Advisors LLC	133,435	$1.99M	0.0%	+36.6%	0.000%
2/13/2025	Guggenheim Capital LLC	22,819	$0.34M	0.0%	-74.3%	0.000%
2/13/2025	Walleye Capital LLC	16,486	$0.25M	0.0%	N/A	0.000%
2/13/2025	XTX Topco Ltd	12,670	$0.19M	0.0%	N/A	0.000%
2/13/2025	Rockefeller Capital Management L.P.	19,968	$0.30M	0.0%	-25.4%	0.000%
2/13/2025	Summit Financial Wealth Advisors LLC	34,525	$0.54M	0.1%	-16.7%	0.000%
2/13/2025	Raymond James Financial Inc.	221,712	$3.31M	0.0%	N/A	0.000%
2/13/2025	Envestnet Asset Management Inc.	92,647	$1.38M	0.0%	N/A	0.000%
2/13/2025	Wells Fargo & Company MN	238,404	$3.56M	0.0%	-3.9%	0.000%
2/12/2025	Landscape Capital Management L.L.C.	21,713	$0.32M	0.0%	N/A	0.000%
2/12/2025	Thomas J. Herzfeld Advisors Inc.	56,328	$0.84M	0.3%	N/A	0.000%
2/12/2025	Arlington Capital Management Inc.	14,333	$0.21M	0.1%	N/A	0.000%
2/11/2025	LPL Financial LLC	78,809	$1.18M	0.0%	-57.1%	0.000%
2/11/2025	Intellus Advisors LLC	89,443	$1.34M	0.2%	N/A	0.000%
2/11/2025	ProVise Management Group LLC	89,347	$1.33M	0.1%	+3.9%	0.000%
2/10/2025	Commonwealth Equity Services LLC	12,750	$0.19M	0.0%	+8.7%	0.000%
2/7/2025	Summit X LLC	24,741	$0.37M	0.1%	+19.2%	0.000%
2/6/2025	Raymond James Financial Inc.	221,712	$3.31M	0.0%	N/A	0.000%
2/6/2025	Steward Partners Investment Advisory LLC	33,563	$0.50M	0.0%	-14.4%	0.000%
2/5/2025	Noble Wealth Management PBC	40,000	$0.60M	0.4%	N/A	0.000%
2/5/2025	Whipplewood Advisors LLC	29,925	$0.45M	0.3%	N/A	0.000%
2/4/2025	Ackerman Capital Advisors LLC	21,942	$0.33M	0.1%	N/A	0.000%
1/28/2025	Gilliland Jeter Wealth Management LLC	20,552	$0.31M	0.1%	-18.8%	0.000%
1/24/2025	Calamos Advisors LLC	20,592	$0.31M	0.0%	N/A	0.000%
1/21/2025	Cyndeo Wealth Partners LLC	18,849	$0.28M	0.0%	+12.4%	0.000%
1/17/2025	Janney Montgomery Scott LLC	15,233	$0.23M	0.0%	-39.3%	0.000%
1/17/2025	XML Financial LLC	47,546	$0.71M	0.1%	-64.5%	0.000%
1/15/2025	Hennion & Walsh Asset Management Inc.	119,911	$1.79M	0.1%	N/A	0.000%
1/14/2025	Rovin Capital UT ADV	28,114	$0.42M	0.2%	+4.0%	0.000%
1/14/2025	Park Avenue Securities LLC	87,242	$1.30M	0.0%	N/A	0.000%
1/14/2025	Integrated Capital Management Inc.	13,664	$0.20M	0.2%	N/A	0.000%
11/15/2024	Jane Street Group LLC	692,000	$11.67M	0.0%	+64.0%	0.000%
11/15/2024	Stifel Financial Corp	48,556	$0.82M	0.0%	+9.3%	0.000%
11/14/2024	Rockefeller Capital Management L.P.	26,752	$0.45M	0.0%	-4.3%	0.000%
11/13/2024	Summit Financial Wealth Advisors LLC	41,446	$0.70M	0.1%	-4.8%	0.000%
11/12/2024	Stonebrook Private Inc.	76,679	$1.29M	0.3%	-7.2%	0.000%
11/8/2024	Advisors Asset Management Inc.	123,488	$2.08M	0.0%	-32.4%	0.000%
11/4/2024	Wolverine Asset Management LLC	6,644	$0.11M	0.0%	N/A	0.000%
11/2/2024	XML Financial LLC	134,072	$2.26M	0.2%	-9.3%	0.000%
10/19/2024	Cyndeo Wealth Partners LLC	16,768	$0.28M	0.0%	N/A	0.000%
10/18/2024	Raymond James & Associates	251,062	$4.23M	0.0%	-2.6%	0.000%
10/18/2024	Legacy Financial Strategies LLC	12,546	$0.21M	0.0%	-28.1%	0.000%
10/8/2024	Future Financial Wealth Managment LLC	5,000	$84K	0.1%	N/A	0.000%
10/8/2024	Sovereign Financial Group Inc.	14,046	$0.24M	0.1%	-10.8%	0.000%
8/21/2024	Granite Bay Wealth Management LLC	58,590	$0.95M	0.0%	N/A	0.000%
8/16/2024	NewEdge Advisors LLC	88,864	$1.47M	0.0%	+153.2%	0.000%
8/16/2024	Almitas Capital LLC	500,407	$8.30M	3.4%	+122.8%	0.000%
8/12/2024	ProVise Management Group LLC	78,719	$1.31M	0.1%	+24.5%	0.000%
8/9/2024	City of London Investment Management Co. Ltd.	260,985	$4.33M	0.4%	+30.3%	0.000%
8/6/2024	Stonebrook Private Inc.	82,616	$1.37M	0.4%	-23.5%	0.000%
7/24/2024	Gilliland Jeter Wealth Management LLC	25,322	$0.42M	0.1%	-12.7%	0.000%
7/23/2024	XML Financial LLC	147,803	$2.45M	0.2%	-16.2%	0.000%
7/19/2024	Raymond James & Associates	257,731	$4.27M	0.0%	-7.8%	0.000%
7/15/2024	Granite Bay Wealth Management LLC	58,590	$0.95M	0.0%	N/A	0.000%
7/11/2024	U.S. Capital Wealth Advisors LLC	67,010	$1.11M	0.0%	-2.9%	0.000%
7/10/2024	Legacy Financial Strategies LLC	17,445	$0.29M	0.1%	+46.5%	0.000%
7/2/2024	Transcend Capital Advisors LLC	91,781	$1.52M	0.1%	-15.6%	0.000%
5/17/2024	XML Financial LLC	176,300	$2.88M	0.3%	-21.2%	0.000%
5/17/2024	Comerica Bank	7,000	$0.11M	0.0%	+16.7%	0.000%
5/14/2024	Advisors Asset Management Inc.	219,290	$3.59M	0.1%	-24.2%	0.000%
5/10/2024	City of London Investment Management Co. Ltd.	200,251	$3.27M	0.3%	-6.1%	0.000%
5/9/2024	ProVise Management Group LLC	63,230	$1.03M	0.1%	+9.3%	0.000%
5/2/2024	Summit Financial Wealth Advisors LLC	51,996	$0.85M	0.2%	-8.3%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	129,993	$2.13M	0.0%	+4.5%	0.000%
4/22/2024	Rovin Capital UT ADV	26,657	$0.44M	0.2%	+26.1%	0.000%
4/22/2024	Raymond James & Associates	279,478	$4.57M	0.0%	+3.2%	0.000%
4/15/2024	Future Financial Wealth Managment LLC	5,000	$82K	0.1%	N/A	0.000%
4/10/2024	Legacy Financial Strategies LLC	11,905	$0.20M	0.1%	-8.9%	0.000%
2/14/2024	XML Financial LLC	223,754	$3.64M	0.4%	-35.5%	0.000%
2/13/2024	ArchPoint Investors	109,514	$1.78M	0.7%	+34.3%	0.000%
2/13/2024	1607 Capital Partners LLC	92,563	$1.50M	0.1%	N/A	0.000%
2/12/2024	Weiss Asset Management LP	34,818	$0.57M	0.0%	N/A	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	42,448	$0.69M	0.0%	+1.7%	0.000%
2/12/2024	Parallel Advisors LLC	8,224	$0.13M	0.0%	N/A	0.000%
2/9/2024	ProVise Management Group LLC	57,830	$0.94M	0.1%	-20.7%	0.000%
2/9/2024	City of London Investment Management Co. Ltd.	213,224	$3.47M	0.3%	N/A	0.000%
2/8/2024	Summit X LLC	25,052	$0.41M	0.1%	+31.5%	0.000%
2/8/2024	Robinson Capital Management LLC	10,930	$0.18M	0.1%	N/A	0.000%
2/8/2024	Kingsview Wealth Management LLC	42,172	$0.69M	0.0%	-4.4%	0.000%
2/8/2024	Eudaimonia Partners LLC	17,978	$0.29M	0.1%	N/A	0.000%
2/7/2024	NBC Securities Inc.	2,000	$32K	0.0%	+100.0%	0.000%
2/6/2024	Sovereign Financial Group Inc.	14,870	$0.24M	0.1%	-15.4%	0.000%
2/6/2024	U.S. Capital Wealth Advisors LLC	63,710	$1.04M	0.0%	-8.3%	0.000%
2/6/2024	Great Valley Advisor Group Inc.	24,900	$0.41M	0.0%	-3.9%	0.000%
2/5/2024	Kestra Private Wealth Services LLC	11,775	$0.19M	0.0%	-58.9%	0.000%
2/5/2024	Stonebrook Private Inc.	108,173	$1.76M	0.6%	N/A	0.000%
2/5/2024	Transcend Capital Advisors LLC	86,449	$1.41M	0.1%	-35.5%	0.000%
2/2/2024	Gilliland Jeter Wealth Management LLC	29,982	$0.49M	0.2%	N/A	0.000%
2/1/2024	Wolverine Asset Management LLC	32,591	$0.53M	0.0%	N/A	0.000%
2/1/2024	Legacy Financial Strategies LLC	13,075	$0.21M	0.1%	-49.5%	0.000%
1/31/2024	Western Wealth Management LLC	20,513	$0.33M	0.0%	-13.4%	0.000%
1/30/2024	Bison Wealth LLC	18,892	$0.31M	0.1%	-19.7%	0.000%

Data available starting January 2016

See Full Table

MainStay DefinedTerm Municipal Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by New York Life Investment Management LLC. The fund is co-managed by MacKay Shields LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds which are exempt from regular U.S. Federal income taxes. It benchmarks the performance of its portfolio against the Barclays Municipal Bond Index. MainStay DefinedTerm Municipal Opportunities Fund was formed on June 26, 2012 and is domiciled in the United States.

Today's Range

Now: $14.27

$14.23

$14.60

50 Day Range

MA: $15.27

$14.27

$15.75

52 Week Range

Now: $14.27

$14.23

$17.00

Volume

122,084 shs

Average Volume

89,806 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

0.05%

Beta

N/A

Who are the company insiders with the largest holdings of MainStay MacKay DefinedTerm Municipal Opportunities Fund?: MainStay MacKay DefinedTerm Municipal Opportunities Fund's top insider investors include:
Michael Denlinger (Portfolio Manager)
John J Lawlor (Portfolio Manager)
David Dowden (Portfolio Manager)
Learn More about top insider investors at MainStay MacKay DefinedTerm Municipal Opportunities Fund.