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Disclosery

MMD NYLIM MACKAY DEFINEDTERM MUN

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COM (common), issuer CIK 1518557

66 managers (66 13F filers) reported a position in MMD shares at 2025-03-31, 4,303,125 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
66
13F filers
66
New
13
Added
25
Reduced
20
Sold out
10
Shares held by filers
4,303,125

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY568,430$8.57M<0.01%+27,78913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC393,347$5.93M<0.01%+171,63513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.359,982$5.43M0.24%+240,07113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/313,065$4.72M<0.01%+4,63313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN299,810$4.52M<0.01%+61,40613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA162,191$2.45M<0.01%+17,39013F-HR/ATimelineGroup
NewEdge Advisors, LLC131,888$1.99M0.01%-1,54713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC127,863$1.93M0.02%+105,04413F-HRTimelineGroup
LPL Financial LLC118,799$1.79M<0.01%+39,99013F-HRTimeline
UBS Group AGin group UBS Group AG113,320$1.71M<0.01%-53,25713F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…109,614$1.65M0.18%-91,38513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,948$1.45M<0.01%+3,30113F-HRTimelineGroup
ProVise Management Group, LLC92,107$1.39M0.12%+2,76013F-HRTimeline
Intellus Advisors LLC88,558$1.34M0.23%-88513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,786$1.32M0.02%+54413F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.71,859$1.08M0.37%+15,53113F-HRTimeline
Logan Stone Capital, LLC67,722$1.02M0.48%-14,29513F-HRTimeline
Stonebrook Private Inc.62,877$948K0.25%-13,02013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP55,429$836K0.04%-25,93413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…53,213$802K0.07%+31,50013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV40,212$606K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,212$606K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC40,150$605K0.41%+15013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,121$590K<0.01%-2,75013F-HRTimelineGroup
Summit X, LLC38,419$579K0.12%+13,67813F-HRTimeline
XML Financial, LLC38,380$579K0.05%-9,16613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,634$522K<0.01%-73713F-HRTimelineGroup
WEDBUSH SECURITIES INC34,507$520K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…32,163$485K<0.01%-1,40013F-HRTimeline
Ackerman Capital Advisors, LLC31,617$477K0.13%+9,67513F-HRTimeline
LPF Advisors LLC30,996$467K0.38%-38513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,972$467K<0.01%+1,05313F-HRTimelineGroup
Whipplewood Advisors, LLC228$463K0.33%-29,69713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$452K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,950$452K<0.01%-138,94913F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,444$429K0.14%+33013F-HRTimeline
Summit Financial Wealth Advisors, LLC28,000$422K0.08%-6,52513F-HRTimeline
Advisors Asset Management, Inc.26,252$396K0.01%-61,81013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,675$363K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC23,336$352K<0.01%+8,10313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,510$324K<0.01%-2,51513F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,552$310K0.11%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,000$302K<0.01%new13F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC20,000$302K0.03%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC19,800$299K<0.01%-79213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC19,040$287K0.02%+19113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.18,135$273K0.22%+4,47113F-HRTimeline
Arlington Capital Management, Inc.17,417$263K0.2%+3,08413F-HRTimeline
Plancorp, LLC16,807$253K0.01%new13F-HRTimeline
Cetera Investment Advisers16,024$242K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,256$215K<0.01%+1,50613F-HRTimeline
Compass Financial Group, INC/SD14,014$211K0.04%013F-HRTimeline
NewEdge Wealth, LLC13,390$202K<0.01%013F-HRTimeline
AlphaCore Capital LLC12,617$190K0.02%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC12,572$190K<0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC12,380$187K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,141$183K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,700$161K<0.01%new13F-HRTimelineGroup
COMERICA BANK7,531$114K<0.01%+53113F-HRTimeline
CoreCap Advisors, LLC3,910$59K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,000$30.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,000$30K<0.01%+1,99813F-HRTimeline
Smallwood Wealth Investment Management,…745$11.2K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC500$7.58K<0.01%-1,37513F-HRTimeline
SIGNATUREFD, LLC8$121<0.01%-2,06613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.