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Disclosery

MMD NYLIM MACKAY DEFINEDTERM MUN

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COM (common), issuer CIK 1518557

61 managers (61 13F filers) reported a position in MMD shares at 2025-06-30, 4,568,189 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
61
13F filers
61
New
6
Added
20
Reduced
22
Sold out
9
Shares held by filers
4,568,189

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY570,743$8.44M<0.01%+2,31313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC501,635$7.42M<0.01%+108,28813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.481,723$7.12M0.29%+121,74113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/326,646$4.83M<0.01%+13,58113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC291,477$4.31M0.03%+163,61413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN273,776$4.05M<0.01%-26,03413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,590$2.39M<0.01%-60113F-HR/ATimelineGroup
NewEdge Advisors, LLC135,245$2M0.01%+3,35713F-HRTimeline
LPL Financial LLC118,560$1.75M<0.01%-23913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,635$1.7M<0.01%+18,68713F-HRTimelineGroup
UBS Group AGin group UBS Group AG105,540$1.56M<0.01%-7,78013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC104,127$1.54M0.01%+16,34113F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.96,544$1.43M0.51%+24,68513F-HRTimeline
Intellus Advisors LLC90,806$1.34M0.2%+2,24813F-HRTimeline
ProVise Management Group, LLC89,581$1.32M0.1%-2,52613F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…87,267$1.29M0.12%-22,34713F-HRTimeline
Stonebrook Private Inc.60,492$895K0.21%-2,38513F-HRTimeline
Whipplewood Advisors, LLC48,382$716K0.39%+48,15413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…46,006$680K0.05%-7,20713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,681$646K<0.01%+4,56013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV40,545$600K<0.01%+33313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,545$600K<0.01%+33313F-HRTimelineGroup
XML Financial, LLC38,380$568K0.05%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC36,880$545K0.01%+24,30813F-HRTimelineGroup
Ackerman Capital Advisors, LLC34,945$517K0.12%+3,32813F-HRTimeline
WEDBUSH SECURITIES INC33,807$500K0.02%-70013F-HRTimeline
Steward Partners Investment Advisory, L…32,029$474K<0.01%-13413F-HRTimeline
Summit X, LLC30,161$446K0.08%-8,25813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$444K<0.01%013F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …30,000$444K0.06%new13F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC29,436$435K<0.01%+9,63613F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,455$421K0.13%+1113F-HRTimeline
CENTAURUS FINANCIAL, INC.28,212$417K0.02%new13F-HRTimeline
WealthPLAN Partners, LLC27,771$411K0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,280$389K<0.01%-4,69213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,909$354K<0.01%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,801$352K<0.01%-10,83313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,437$347K<0.01%-6,51313F-HRTimelineGroup
Janney Montgomery Scott LLC23,336$345K<0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.22,462$332K0.25%+4,32713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC20,000$296K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,061$252K<0.01%-4,44913F-HR/ATimelineGroup
Plancorp, LLC16,807$249K0.01%013F-HRTimeline
Gilliland Jeter Wealth Management LLC16,177$239K0.08%-4,37513F-HRTimeline
Cetera Investment Advisers15,686$232K<0.01%-33813F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,000$222K0.01%new13F-HRTimeline
Compass Financial Group, INC/SD14,014$207K0.03%013F-HRTimeline
Summit Financial Wealth Advisors, LLC13,500$200K0.04%-14,50013F-HRTimeline
NewEdge Wealth, LLC13,390$197K<0.01%013F-HRTimeline
Logan Stone Capital, LLC12,802$189K0.09%-54,92013F-HRTimeline
AlphaCore Capital LLC12,617$187K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC12,232$181K0.01%-14813F-HRTimeline
Cyndeo Wealth Partners, LLC12,127$179K0.01%-6,91313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,000$163K<0.01%+30013F-HRTimelineGroup
COMERICA BANK5,174$76.5K<0.01%-2,35713F-HRTimeline
CoreCap Advisors, LLC3,910$57.8K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,000$29.6K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…745$11K0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC500$7.39K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.