NYLI MacKay DefinedTerm Muni Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 601.93 K | $8.95 M | 6.01% | 3.21% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 739.49 K | $11.00 M | 5.56% | 2.65% |
| MORGAN STANLEY | 02/13/2026 | 467.32 K | $6.95 M | -13.16% | 2.49% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 449.93 K | $6.69 M | 7.05% | 2.40% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 379.56 K | $5.64 M | 100.00% | 2.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 323.19 K | $4.81 M | 10.59% | 1.72% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 256.15 K | $3.81 M | 9.19% | 1.36% |
| ROYAL BANK OF CANADA | 02/17/2026 | 152.60 K | $2.27 M | 0.80% | 0.81% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 97.31 K | $1.45 M | 100.00% | 0.52% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 97.23 K | $1.45 M | 0.75% | 0.52% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 95.94 K | $1.43 M | -13.44% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 91.79 K | $1.36 M | -3.95% | 0.49% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 88.17 K | $1.31 M | 100.00% | 0.47% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 87.27 K | $1.30 M | 0.00% | 0.46% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 83.33 K | $1.24 M | -0.61% | 0.44% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 69.61 K | $1.04 M | 100.00% | 0.37% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 66.60 K | $990.27 K | 41.85% | 0.35% |
| UBS GROUP AG | 01/29/2026 | 65.27 K | $970.62 K | -7.25% | 0.35% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 62.64 K | $931.40 K | 100.00% | 0.33% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 91.35 K | $1.36 M | 3.28% | 0.33% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 85.99 K | $1.28 M | 10.07% | 0.31% |
| LPL FINANCIAL LLC | 02/11/2026 | 56.43 K | $839.15 K | -55.53% | 0.30% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 80.71 K | $1.20 M | -6.03% | 0.29% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 51.04 K | $758.98 K | 1.13% | 0.27% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 49.77 K | $740.11 K | 0.41% | 0.27% |
| COHEN & STEERS, INC. | 02/13/2026 | 45.00 K | $669.00 K | 0.00% | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 41.54 K | $617.68 K | 1.20% | 0.22% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 40.24 K | $598.35 K | 100.00% | 0.21% |
| INVESCO LTD. | 02/19/2026 | 37.02 K | $550.41 K | 100.00% | 0.20% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 35.06 K | $521.37 K | 100.00% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 33.05 K | $491.41 K | 100.00% | 0.18% |
| XML FINANCIAL, LLC | 02/11/2026 | 32.51 K | $483.35 K | 1.72% | 0.17% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 32.07 K | $477.00 K | -1.03% | 0.17% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 30.68 K | $456.13 K | -5.03% | 0.16% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 02/13/2026 | 30.00 K | $446.00 K | 0.00% | 0.16% |
| ROVIN CAPITAL /UT/ /ADV | 02/09/2026 | 28.80 K | $428.00 K | 1.20% | 0.15% |
| WEALTHPLAN PARTNERS, LLC | 02/12/2026 | 26.42 K | $392.87 K | 0.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 26.08 K | $387.82 K | 100.00% | 0.14% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 25.52 K | $379.54 K | -3.90% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 24.99 K | $371.55 K | -4.93% | 0.13% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 24.79 K | $368.61 K | -13.51% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 24.33 K | $362.00 K | -3.93% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 24.02 K | $357.22 K | 0.24% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 23.78 K | $353.62 K | 100.00% | 0.13% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 19.64 K | $292.08 K | -56.25% | 0.10% |
| SCARBOROUGH ADVISORS, LLC | 02/17/2026 | 19.53 K | $290.41 K | 100.00% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 18.10 K | $269.19 K | 100.00% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 16.60 K | $246.87 K | -27.58% | 0.09% |
| PLANCORP, LLC | 02/05/2026 | 23.81 K | $354.01 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 16.00 K | $237.84 K | 2.11% | 0.09% |
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NYLI MacKay DefinedTerm Muni Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 99 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
RAYMOND JAMES FINANCIAL INC: 601,932
MORGAN STANLEY: 467,318
GUGGENHEIM CAPITAL LLC: 449,927
ROBINSON CAPITAL MANAGEMENT, LLC: 379,555
BANK OF AMERICA CORP /DE/: 323,190
20.08% of NYLI MacKay DefinedTerm Muni Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.46 M shares in the last 24 months. This purchase volume represents approximately $100.72 M in transactions.