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. | 05/13/2026 | 736.05 K | $10.93 M | -0.47% | 3.92% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 675.58 K | $10.03 M | 12.24% | 3.60% |
| MORGAN STANLEY | 05/15/2026 | 451.87 K | $6.71 M | -3.31% | 2.41% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 432.54 K | $6.42 M | -3.87% | 2.30% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 432.50 K | $6.46 M | 13.95% | 2.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 318.04 K | $4.72 M | -1.59% | 1.69% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 266.73 K | $3.96 M | 4.13% | 1.42% |
| ROYAL BANK OF CANADA | 05/15/2026 | 148.42 K | $2.20 M | -2.74% | 0.79% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 120.00 K | $1.78 M | 39.55% | 0.64% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 97.22 K | $1.44 M | 1.34% | 0.52% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 95.68 K | $1.42 M | 4.74% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 94.00 K | $1.40 M | 2.41% | 0.50% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 87.27 K | $1.30 M | 0.00% | 0.46% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 83.14 K | $1.24 M | 3.01% | 0.44% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 73.96 K | $1.10 M | -11.25% | 0.39% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 68.56 K | $1.02 M | 70.38% | 0.37% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 65.10 K | $966.77 K | -33.10% | 0.35% |
| LPL FINANCIAL LLC | 05/06/2026 | 63.20 K | $938.49 K | 11.99% | 0.34% |
| INVESCO LTD. | 05/12/2026 | 62.64 K | $930.20 K | 69.23% | 0.33% |
| 04/21/2026 | 56.03 K | $832.08 K | -8.53% | 0.30% | |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 51.64 K | $766.83 K | 1.17% | 0.28% |
| UBS GROUP AG | 05/05/2026 | 50.45 K | $749.24 K | -22.70% | 0.27% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 48.81 K | $724.86 K | -1.93% | 0.26% |
| COHEN & STEERS, INC. | 05/15/2026 | 45.00 K | $668.00 K | 0.00% | 0.24% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 44.40 K | $659.28 K | -54.34% | 0.24% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 43.68 K | $648.57 K | -34.42% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 42.06 K | $624.52 K | 1.24% | 0.22% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 39.09 K | $580.46 K | 11.48% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 37.25 K | $553.15 K | 56.63% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 36.91 K | $548.05 K | 153.72% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 33.04 K | $480.59 K | -0.01% | 0.18% |
| XML FINANCIAL, LLC | 04/16/2026 | 32.51 K | $482.70 K | 0.00% | 0.17% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 30.82 K | $458.00 K | -3.90% | 0.16% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 05/14/2026 | 30.00 K | $446.00 K | 0.00% | 0.16% |
| WEALTHPLAN PARTNERS, LLC | 04/29/2026 | 26.42 K | $392.34 K | 0.00% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 24.72 K | $367.10 K | -1.06% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 24.29 K | $361.00 K | -0.13% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 24.08 K | $357.62 K | 0.25% | 0.13% |
| PLANCORP, LLC | 04/14/2026 | 23.81 K | $361.15 K | 0.00% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 23.45 K | $348.20 K | -23.56% | 0.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 20.97 K | $311.40 K | -15.41% | 0.11% |
| SCARBOROUGH ADVISORS, LLC | 05/07/2026 | 19.53 K | $290.02 K | 0.00% | 0.10% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 19.43 K | $288.54 K | -1.08% | 0.10% |
| MGO ONE SEVEN LLC | 05/14/2026 | 17.91 K | $265.89 K | 100.00% | 0.10% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 17.75 K | $263.55 K | 3.10% | 0.09% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 17.44 K | $259.00 K | 0.47% | 0.09% |
| NOMURA HOLDINGS INC | 05/15/2026 | 16.74 K | $248.59 K | 21.20% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 15.42 K | $229.02 K | 137.96% | 0.08% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 15.35 K | $228.24 K | -39.86% | 0.08% |
| COMPASS FINANCIAL GROUP, INC/SD | 04/29/2026 | 14.01 K | $208.11 K | 0.00% | 0.07% |
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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.: 736,048
RAYMOND JAMES FINANCIAL INC: 675,583
MORGAN STANLEY: 451,865
GUGGENHEIM CAPITAL LLC: 432,536
ROBINSON CAPITAL MANAGEMENT, LLC: 432,502
BANK OF AMERICA CORP /DE/: 318,039
28.94% of NYLI MacKay DefinedTerm Muni Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.26 M shares in the last 24 months. This purchase volume represents approximately $95.11 M in transactions.