MMD institutional holders

NYLI MACKAY DEFINEDTERM MUNI · 13F, 2026Q2

Managers holding71
Shares held5,859,241
Reported value$90.8m
Quarter flows6 new, 30 added, 19 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Hennion & Walsh Asset Management, Inc.728,962$11.3m0.3%
RAYMOND JAMES FINANCIAL INC676,967$10.5m0.0%
MORGAN STANLEY483,912$7.5m0.0%
ROBINSON CAPITAL MANAGEMENT, LLC458,692$7.1m3.1%
GUGGENHEIM CAPITAL LLC413,332$6.4m0.0%
BANK OF AMERICA CORP /DE/321,161$5.0m0.0%
WELLS FARGO & COMPANY/MN281,468$4.4m0.0%
Noble Wealth Management PBC124,708$1.9m0.9%
Kestra Advisory Services, LLC112,179$1.7m0.0%
ROYAL BANK OF CANADA106,326$1.6m0.0%
NewEdge Advisors, LLC103,674$1.6m0.0%
ProVise Management Group, LLC103,033$1.6m0.1%
RIVERNORTH CAPITAL MANAGEMENT, LLC99,375$1.5m0.1%
Invesco Ltd.93,876$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC91,377$1.4m0.0%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD87,267$1.4m0.1%
LPL Financial LLC83,453$1.3m0.0%
PARK AVENUE SECURITIES LLC79,707$1.2m0.0%
Advisors Asset Management, Inc.78,096$1.2m0.0%
Cambridge Investment Research Advisors, Inc.75,210$1.2m0.0%
Intellus Advisors LLC69,702$1.1m0.1%
Rockefeller Capital Management L.P.64,045$992,7060.0%
Thomas J. Herzfeld Advisors, Inc.60,688$940,6640.3%
Hopwood Nicholas Hunter60,615$939,5400.3%
MERCER GLOBAL ADVISORS INC /ADV52,291$810,5080.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MMD"). MMD price history · All 13F data

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