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 B | -13.16% | 2.49% |
| 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 B | 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 B | 0.80% | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 91.79 K | $1.36 B | -3.95% | 0.49% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 88.17 K | $1.31 B | 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 B | 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 M | -7.25% | 0.35% |
| 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% |
| 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% |
| 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 M | -5.03% | 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 M | 100.00% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 24.99 K | $371.55 K | -4.93% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 24.33 K | $362.00 K | -3.93% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 23.78 K | $353.62 K | 100.00% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.06 K | $328.09 M | 6.72% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 19.64 K | $292.08 K | -56.25% | 0.10% |
| 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 M | 2.11% | 0.09% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 14.92 K | $221.89 K | -1.57% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 14.55 K | $216.30 M | -7.77% | 0.08% |
| NOMURA HOLDINGS INC | 02/17/2026 | 13.81 K | $205.38 K | 100.00% | 0.07% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 02/03/2026 | 20.00 K | $297.40 K | 0.00% | 0.07% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 19.03 K | $282.92 K | 0.00% | 0.07% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 17.36 K | $258.13 K | 8.36% | 0.06% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 17.21 K | $255.96 K | 1.51% | 0.06% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 10.00 K | $148.70 K | 100.00% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 01/27/2026 | 14.01 K | $208.39 K | 0.00% | 0.05% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 11.52 K | $171.30 K | -13.97% | 0.04% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 10.66 K | $158.43 K | -19.27% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 6.48 K | $96.37 M | 100.00% | 0.03% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 3.91 K | $58.14 K | 0.00% | 0.01% |
| COMERICA BANK | 01/29/2026 | 3.65 K | $54.23 K | -29.51% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 02/05/2026 | 2.00 K | $29.74 K | 0.00% | 0.01% |
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NYLI MacKay DefinedTerm Muni Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 75 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
MORGAN STANLEY: 467,318
ROBINSON CAPITAL MANAGEMENT, LLC: 379,555
WELLS FARGO & COMPANY/MN: 256,146
ROYAL BANK OF CANADA: 152,597
ENVESTNET ASSET MANAGEMENT INC: 91,789
19.61% of NYLI MacKay DefinedTerm Muni Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.92 M shares in the last 24 months. This purchase volume represents approximately $76.45 M in transactions.