NYLI MACKAY DEFINEDTERM MUNI MMD
COM · Closed-End Fund · CUSIP 56064K100
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $15.58.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution -1.4 pts · filed 2026-10-14 | 9.1% |
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $23.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 950.1k $14.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 559.8k $8.7m | — |
| XML Financial, LLC 0.67% of their portfolio | 310.5k $4.8m | — |
| GUGGENHEIM CAPITAL LLC 0.04% of their portfolio | 294.2k $4.6m | — |
| UBS Group AG 0.00% of their portfolio | 215.7k $3.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 207.8k $3.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 194.1k $3.0m | — |
| Advisors Asset Management, Inc. 0.06% of their portfolio | 192.3k $3.0m | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.31% of their portfolio | 179.1k $2.8m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 150.4k $2.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 108.3k $1.7m | — |
| ProVise Management Group, LLC 0.16% of their portfolio | 92.9k $1.4m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 87.1k $1.4m | — |
| LPL Financial LLC 0.00% of their portfolio | 65.9k $1.0m | — |
| Summit Financial Wealth Advisors, LLC 0.29% of their portfolio | 64.4k $1.0m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 59.5k $927.0k | — |
| COHEN & STEERS, INC. 0.00% of their portfolio | 58.1k $905.0k | — |
| Equitable Holdings, Inc. 0.02% of their portfolio | 55.7k $868.0k | — |
| Legacy Financial Strategies, LLC 0.40% of their portfolio | 55.0k $856.0k | — |
| Western Wealth Management, LLC 0.05% of their portfolio | 52.9k $824.0k | — |
| Kingsview Wealth Management, LLC 0.03% of their portfolio | 43.6k $680.0k | — |
| U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio | 39.7k $618.0k | — |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 38.8k $604.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 38.3k $596.0k | — |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 0.25% of their portfolio | 37.4k $583.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 34.0k $530.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 32.4k $505.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 30.7k $479.0k | — |
| Private Wealth Strategies, L.L.C. 0.13% of their portfolio | 29.3k $456.0k | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 25.4k $396.0k | — |
| Invesco Ltd. 0.00% of their portfolio | 23.3k $364.0k | — |
| AlphaCentric Advisors LLC 0.36% of their portfolio | 22.5k $351.0k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 22.0k $343.0k | — |
| NewEdge Wealth, LLC 0.01% of their portfolio | 19.0k $295.0k | — |
| Next Level Private LLC 0.25% of their portfolio | 17.5k $279.0k | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.04% of their portfolio | 17.1k $267.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 16.9k $263.0k | — |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 15.3k $239.0k | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 14.3k $223.0k | — |
| GOODWIN DANIEL L 0.10% of their portfolio | 11.6k $180.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 11.5k $180.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 10.8k $168.0k | — |
| Ramiah Investment Group 0.34% of their portfolio | 10.4k $161.6k | — |
| Quad-Cities Investment Group, LLC 0.12% of their portfolio | 10.3k $160.0k | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.5k $101.0k | — |
| Syverson Strege & Co 0.05% of their portfolio | 6.3k $98.0k | — |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.9k $76.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.8k $74.0k | — |
| ROBINSON CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.2k $66.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 3.5k $68.0k | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.00% of their portfolio | 1.0k $16.0k | — |
| Laurel Wealth Planning LLC 0.01% of their portfolio | 853 $13.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 700 $11.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 362 $6.0k | — |
| CWM, LLC 0.00% of their portfolio | 118 $2.0k | — |
| Paragon Wealth Strategies, LLC 0.00% of their portfolio | 10 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |