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Disclosery

MMD NYLIM MACKAY DEFINEDTERM MUN

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COM (common), issuer CIK 1518557

63 managers (63 13F filers) reported a position in MMD shares at 2024-12-31, 3,868,896 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
63
13F filers
63
New
17
Added
10
Reduced
24
Sold out
21
Shares held by filers
3,868,896

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY540,641$8.07M<0.01%-273,45213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/308,432$4.6M<0.01%-429,74313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,404$3.56M<0.01%-9,67913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC221,712$3.31M<0.01%13F-HR/ATimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…200,999$3M0.3%-59,98613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,899$2.54M<0.01%-124,13913F-HRTimelineGroup
UBS Group AGin group UBS Group AG166,577$2.49M<0.01%+51,28713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,801$2.16M<0.01%+4,93213F-HRTimelineGroup
NewEdge Advisors, LLC133,435$1.99M0.01%+35,74313F-HRTimeline
Hennion & Walsh Asset Management, Inc.119,911$1.79M0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,647$1.38M<0.01%new13F-HRTimelineGroup
Intellus Advisors LLC89,443$1.34M0.23%13F-HRTimeline
ProVise Management Group, LLC89,347$1.33M0.11%+3,37813F-HRTimeline
Advisors Asset Management, Inc.88,062$1.31M0.02%-35,42613F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,242$1.3M0.01%new13F-HRTimelineGroup
Logan Stone Capital, LLC82,017$1.22M0.41%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP81,363$1.21M0.05%new13F-HRTimeline
LPL Financial LLC78,809$1.18M<0.01%-104,99313F-HRTimeline
Stonebrook Private Inc.75,897$1.13M0.3%-78213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.56,328$841K0.27%new13F-HRTimeline
XML Financial, LLC47,546$710K0.07%-86,52613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,871$625K<0.01%-6,68513F-HRTimelineGroup
Noble Wealth Management PBC40,000$597K0.41%13F-HRTimeline
Summit Financial Wealth Advisors, LLC34,525$536K0.1%-6,92113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,371$528K0.01%+1,11513F-HRTimelineGroup
WEDBUSH SECURITIES INC34,507$515K0.02%-1,20013F-HRTimeline
Steward Partners Investment Advisory, L…33,563$501K<0.01%-5,65913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd32,674$488K0.01%new13F-HRTimelineGroup
LPF Advisors LLC31,381$469K0.39%-49813F-HRTimeline
Whipplewood Advisors, LLC29,925$447K0.25%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,919$447K<0.01%-19813F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,114$420K0.15%+1,09113F-HRTimeline
Summit X, LLC24,741$369K0.08%+3,98313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,025$359K<0.01%-11,28713F-HR/ATimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD23,700$354K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC22,819$341K<0.01%-66,03613F-HRTimelineGroup
Ackerman Capital Advisors, LLC21,942$328K0.09%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,713$324K0.03%new13F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC20,592$307K<0.01%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,552$307K0.1%-4,77013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC20,000$299K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,968$298K<0.01%-6,78413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC18,849$281K0.02%+2,08113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC16,486$246K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC15,233$227K<0.01%-9,84313F-HRTimeline
Arlington Capital Management, Inc.14,333$214K0.15%new13F-HRTimeline
Compass Financial Group, INC/SD14,014$209K0.04%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.13,664$204K0.16%new13F-HRTimeline
NewEdge Wealth, LLC13,390$200K<0.01%-13,44913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,750$190K<0.01%+1,01813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,670$189K0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,549$157K<0.01%-681,45113F-HRTimelineGroup
COMERICA BANK7,000$105K<0.01%013F-HR/ATimeline
Elequin Capital, LP4,682$69.9K0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,910$58.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,074$31K<0.01%+2313F-HRTimeline
Center for Financial Planning, Inc.2,000$29.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,875$28K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$14.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$29<0.01%-1,99813F-HRTimeline
FMR LLCin group FMR LLC1$15<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Future Financial Wealth Managment LLC0$00%-5,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.