NYLI MacKay DefinedTerm Muni Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 700.52 K | $10.60 M | 45.42% | 2.51% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 567.80 K | $8.59 M | 13.19% | 2.03% |
| MORGAN STANLEY | 11/14/2025 | 538.15 K | $8.14 M | -5.71% | 1.93% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 420.28 K | $6.36 M | 44.19% | 1.50% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 292.23 K | $4.42 M | -10.54% | 1.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 234.58 K | $3.55 M | -14.32% | 0.84% |
| ROYAL BANK OF CANADA | 11/14/2025 | 151.39 K | $2.29 M | -6.31% | 0.54% |
| LPL FINANCIAL LLC | 11/12/2025 | 126.91 K | $1.92 M | 7.04% | 0.45% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 110.84 K | $1.68 M | -18.05% | 0.40% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 96.50 K | $1.46 M | -0.04% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 95.57 K | $1.45 M | -16.64% | 0.34% |
| PROVISE MANAGEMENT GROUP, LLC | 11/13/2025 | 88.45 K | $1.34 M | -1.26% | 0.32% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2025 | 87.27 K | $1.32 M | 0.00% | 0.31% |
| PARK AVENUE SECURITIES LLC | 10/23/2025 | 85.89 K | $1.30 M | -17.52% | 0.31% |
| INTELLUS ADVISORS LLC | 11/12/2025 | 83.84 K | $1.27 M | -7.67% | 0.30% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 78.13 K | $1.18 M | 100.00% | 0.28% |
| UBS GROUP AG | 11/13/2025 | 70.38 K | $1.06 M | -33.32% | 0.25% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 50.47 K | $763.62 K | 24.48% | 0.18% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 49.57 K | $750.01 K | 2.46% | 0.18% |
| ACKERMAN CAPITAL ADVISORS, LLC | 10/22/2025 | 46.95 K | $710.34 K | 34.35% | 0.17% |
| COHEN & STEERS, INC. | 11/14/2025 | 45.00 K | $681.00 K | 50.00% | 0.16% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 44.90 K | $679.26 K | 2.78% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 41.05 K | $621.02 K | 1.23% | 0.15% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 32.41 K | $490.00 K | -4.14% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 32.30 K | $488.68 K | 0.84% | 0.12% |
| XML FINANCIAL, LLC | 10/20/2025 | 31.96 K | $483.48 K | -16.74% | 0.11% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 11/13/2025 | 30.00 K | $453.90 K | 0.00% | 0.11% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 28.66 K | $433.64 K | 22.29% | 0.10% |
| ROVIN CAPITAL /UT/ /ADV | 10/29/2025 | 28.46 K | $431.00 K | 0.02% | 0.10% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 26.56 K | $401.85 K | 11.59% | 0.10% |
| WEALTHPLAN PARTNERS, LLC | 10/27/2025 | 26.42 K | $399.74 K | -4.86% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 26.28 K | $397.67 K | 0.01% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 11/20/2025 | 25.32 K | $383.00 K | -10.25% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 23.97 K | $362.62 K | 0.24% | 0.09% |
| PLANCORP, LLC | 10/15/2025 | 23.81 K | $360.20 K | 41.65% | 0.09% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 22.92 K | $346.84 K | -50.17% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 22.28 K | $337.00 K | -4.51% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 20.68 K | $312.81 K | 100.00% | 0.07% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 10/30/2025 | 20.00 K | $302.60 K | 0.00% | 0.07% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 19.03 K | $287.86 K | 26.84% | 0.07% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 10/08/2025 | 16.96 K | $256.56 K | -24.51% | 0.06% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 10/28/2025 | 16.18 K | $244.76 K | 0.00% | 0.06% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 16.02 K | $242.38 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.77 K | $231.72 K | -7.56% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 15.66 K | $237.01 K | -0.14% | 0.06% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 15.16 K | $229.39 K | 100.00% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 10/23/2025 | 14.01 K | $212.03 K | 0.00% | 0.05% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 13.39 K | $202.46 K | 0.00% | 0.05% |
| CYNDEO WEALTH PARTNERS, LLC | 10/10/2025 | 13.20 K | $199.69 K | 8.84% | 0.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 11/14/2025 | 12.14 K | $184.42 K | 100.00% | 0.04% |
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NYLI MacKay DefinedTerm Muni Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of NYLI MacKay DefinedTerm Muni Opportunities Fund. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 739,494
WOLVERINE ASSET MANAGEMENT LLC: 88,173
Noble Wealth Management PBC: 85,993
BRANDYWINE OAK PRIVATE WEALTH LLC: 20,000
NewEdge Wealth, LLC: 11,520
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 4,411
16.98% of NYLI MacKay DefinedTerm Muni Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.22 M shares in the last 24 months. This purchase volume represents approximately $81.27 M in transactions.