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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 2025-09-30, 4,742,976 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
19
Reduced
22
Sold out
6
Shares held by filers
4,742,976

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hennion & Walsh Asset Management, Inc.700,522$10.6M0.38%+218,79913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC567,803$8.59M<0.01%+66,16813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY538,150$8.14M<0.01%-32,59313F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC420,284$6.36M0.05%+128,80713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/292,231$4.42M<0.01%-34,41513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN234,579$3.55M<0.01%-39,19713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,393$2.29M<0.01%-10,19713F-HRTimelineGroup
LPL Financial LLC126,908$1.92M<0.01%+8,34813F-HRTimeline
NewEdge Advisors, LLC110,840$1.68M0.01%-24,40513F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.96,504$1.46M0.5%-4013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,565$1.45M<0.01%-19,07013F-HRTimelineGroup
ProVise Management Group, LLC88,448$1.34M0.1%-1,13313F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…87,267$1.32M0.1%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC85,886$1.3M0.01%-18,24113F-HRTimelineGroup
Intellus Advisors LLC83,842$1.27M0.17%-6,96413F-HRTimeline
Noble Wealth Management PBC78,125$1.18M0.63%13F-HRTimeline
UBS Group AGin group UBS Group AG70,378$1.06M<0.01%-35,16213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV50,471$764K<0.01%+9,92613F-HRTimeline
Whipplewood Advisors, LLC49,571$750K0.49%+1,18913F-HRTimeline
Ackerman Capital Advisors, LLC46,949$710K0.15%+12,00413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,000$681K<0.01%+15,00013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,895$679K<0.01%+1,21413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,045$621K<0.01%+50013F-HRTimelineGroup
WEDBUSH SECURITIES INC32,407$490K0.02%-1,40013F-HRTimeline
Steward Partners Investment Advisory, L…32,299$489K<0.01%+27013F-HRTimeline
XML Financial, LLC31,955$483K0.04%-6,42513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …30,000$454K0.06%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,661$434K<0.01%+5,22413F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,460$431K0.12%+513F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,560$402K<0.01%+2,75913F-HRTimelineGroup
WealthPLAN Partners, LLC26,420$400K0.06%-1,35113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,283$398K<0.01%+313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.25,319$383K0.02%-2,89313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,966$363K<0.01%+5713F-HRTimelineGroup
Plancorp, LLC23,807$360K0.01%+7,00013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…22,924$347K0.02%-23,08213F-HRTimelineGroup
Janney Montgomery Scott LLC22,283$337K<0.01%-1,05313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,675$313K<0.01%new13F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC20,000$303K0.03%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,026$288K0.01%+4,02613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.16,957$257K0.18%-5,50513F-HRTimeline
Gilliland Jeter Wealth Management LLC16,177$245K0.08%013F-HRTimeline
Arlington Capital Management, Inc.16,020$242K0.15%new13F-HRTimeline
Cetera Investment Advisers15,664$237K<0.01%-2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,772$232K<0.01%-1,28913F-HRTimelineGroup
Arax Advisory Partners15,160$229K<0.01%new13F-HRTimeline
Compass Financial Group, INC/SD14,014$212K0.03%013F-HRTimeline
NewEdge Wealth, LLC13,390$202K<0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC13,199$200K0.01%+1,07213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,141$184K0.01%new13F-HRTimeline
AlphaCore Capital LLC11,000$167K0.01%-1,61713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,000$166K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,121$153K0.01%-2,11113F-HRTimeline
COMERICA BANK5,174$78.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,910$59.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,000$30.3K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS920$13.9K<0.01%new13F-HRTimeline
Kilter Group LLC796$12K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…745$11.3K0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$7.57K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…14$212<0.01%new13F-HRTimeline
EASTERN BANK1$15<0.01%new13F-HRTimeline