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. | 07/08/2026 | 728.96 K | $11.30 M | -0.96% | 3.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 676.97 K | $10.49 M | 0.20% | 3.60% |
| MORGAN STANLEY | 08/13/2026 | 483.91 K | $7.50 M | 7.09% | 2.58% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 458.69 K | $7.11 M | 6.06% | 2.44% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 413.33 K | $6.41 M | -4.44% | 2.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 321.16 K | $4.98 M | 0.98% | 1.71% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 281.47 K | $4.36 M | 5.53% | 1.50% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 124.71 K | $1.93 M | 3.92% | 0.66% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 112.18 K | $1.75 M | 627.40% | 0.60% |
| ROYAL BANK OF CANADA | 08/14/2026 | 106.33 K | $1.65 M | -28.36% | 0.57% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 103.67 K | $1.61 M | 6.64% | 0.55% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 103.03 K | $1.60 M | 7.69% | 0.55% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 99.38 K | $1.54 M | 44.95% | 0.53% |
| INVESCO LTD. | 08/14/2026 | 93.88 K | $1.46 M | 49.87% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 91.38 K | $1.42 M | -2.79% | 0.49% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 87.27 K | $1.35 M | 0.00% | 0.46% |
| LPL FINANCIAL LLC | 08/07/2026 | 83.45 K | $1.29 M | 32.05% | 0.44% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 79.71 K | $1.24 M | -4.13% | 0.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 78.10 K | $1.21 M | 100.00% | 0.42% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 69.70 K | $1.08 M | -5.75% | 0.37% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 64.05 K | $992.71 K | 165.95% | 0.34% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 60.69 K | $940.66 K | 36.70% | 0.32% |
| HOPWOOD NICHOLAS HUNTER | 08/14/2026 | 60.62 K | $939.54 K | -16.50% | 0.32% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 52.29 K | $810.51 K | 1.26% | 0.28% |
| WORTHINGTON FINANCIAL PARTNERS, LLC | 07/21/2026 | 52.06 K | $806.91 K | -7.09% | 0.28% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 50.90 K | $788.98 K | 4.28% | 0.27% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 50.89 K | $788.73 K | 30.18% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 49.82 K | $772.19 K | 33.74% | 0.27% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 46.36 K | $718.64 K | 6.16% | 0.25% |
| COHEN & STEERS, INC. | 08/14/2026 | 45.00 K | $698.00 K | 0.00% | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 42.62 K | $660.60 K | 1.34% | 0.23% |
| UBS GROUP AG | 08/13/2026 | 42.45 K | $657.94 K | -15.87% | 0.23% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 38.81 K | $574.06 K | 260.49% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 37.63 K | $583.32 K | 1.97% | 0.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 37.61 K | $583.00 K | 100.00% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 35.24 K | $546.22 K | 50.29% | 0.19% |
| XML FINANCIAL, LLC | 07/24/2026 | 32.51 K | $503.83 K | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 32.13 K | $497.97 K | 53.20% | 0.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 29.67 K | $459.83 K | -10.22% | 0.16% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 08/14/2026 | 26.41 K | $409.00 K | -11.96% | 0.14% |
| WEALTHPLAN PARTNERS, LLC | 07/28/2026 | 24.59 K | $381.15 K | -6.93% | 0.13% |
| PLANCORP, LLC | 07/14/2026 | 23.81 K | $363.30 K | 0.00% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 22.79 K | $353.00 K | -6.21% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 20.08 K | $311.21 K | -18.78% | 0.11% |
| MGO ONE SEVEN LLC | 07/31/2026 | 19.56 K | $303.13 K | 9.23% | 0.10% |
| SCARBOROUGH ADVISORS, LLC | 07/21/2026 | 19.53 K | $299.98 K | 0.00% | 0.10% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 07/24/2026 | 18.69 K | $289.76 K | 7.18% | 0.10% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 16.13 K | $250.08 K | 100.00% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 14.66 K | $227.20 K | -24.56% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 14.23 K | $220.58 K | 9.78% | 0.08% |
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NYLI MacKay DefinedTerm Muni Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 98 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.: 728,962
RAYMOND JAMES FINANCIAL INC: 676,967
MORGAN STANLEY: 483,912
ROBINSON CAPITAL MANAGEMENT, LLC: 458,692
GUGGENHEIM CAPITAL LLC: 413,332
BANK OF AMERICA CORP /DE/: 321,161
31.00% of NYLI MacKay DefinedTerm Muni Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.71 M shares in the last 24 months. This purchase volume represents approximately $101.86 M in transactions.