Who Owns NYLI MACKAY DEFINEDTERM MUNI O (MMD)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $90.2M of NYLI MACKAY DEFINEDTERM MUNI O (MMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($11.3M), RAYMOND JAMES FINANCIAL INC ($10.5M), MORGAN STANLEY ($7.5M), ROBINSON CAPITAL MANAGEMENT, LLC ($7.1M), GUGGENHEIM CAPITAL LLC ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hennion & Walsh Asset Management, Inc.$11.3M728,962Trimmed
2RAYMOND JAMES FINANCIAL INC$10.5M676,967Added
3MORGAN STANLEY$7.5M483,912Added
4ROBINSON CAPITAL MANAGEMENT, LLC$7.1M458,692Added
5GUGGENHEIM CAPITAL LLC$6.4M413,332Trimmed
6BANK OF AMERICA CORP /DE/$5.0M321,161Added
7WELLS FARGO & COMPANY/MN$4.4M281,468Added
8Noble Wealth Management PBC$1.9M124,708Added
9Kestra Advisory Services, LLC$1.7M112,179Added
10Royal Bank of Canada$1.6M106,326Trimmed
11NewEdge Advisors, LLC$1.6M103,674Added
12ProVise Management Group, LLC$1.6M103,033Added
13RIVERNORTH CAPITAL MANAGEMENT, LLC$1.5M99,375Added
14Invesco Ltd.$1.5M93,876Added
15ENVESTNET ASSET MANAGEMENT INC$1.4M91,377Trimmed
16CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4M87,267Hold
17LPL Financial LLC$1.3M83,453Added
18PARK AVENUE SECURITIES LLC$1.2M79,707Trimmed
19Advisors Asset Management, Inc.$1.2M78,096New
20Intellus Advisors LLC$1.1M69,702Trimmed
21Rockefeller Capital Management L.P.$992,70664,045Added
22Thomas J. Herzfeld Advisors, Inc.$940,66460,688Added
23Hopwood Nicholas Hunter$939,54060,615Trimmed
24MERCER GLOBAL ADVISORS INC /ADV$810,50852,291Added
25Worthington Financial Partners, LLC$806,91352,059Trimmed

Source: SEC Form 13F filings · as of 2026-06-30