News + Filings Key Docs Ownership
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MAINSTAY DEFINEDTERM MN OPP (MMD)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 1,148,826 | -121,912 | 19,610,460,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 1,003,812 | 22,969 | 17,135,066,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 510,946 | -11,666 | 8,205,751,000 | 0.01 | |
Hist
| 12/31/2022 |
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GUGGENHEIM CAPITAL LLC
| 372,295 | -43,874 | 6,355,076,000 | 0.05 | |
Hist
| 06/30/2023 |
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XML Financial, LLC
| 351,908 | 13,200 | 6,007,061,000 | 0.69 | |
Hist
| 06/30/2023 |
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Advisors Asset Management, Inc.
| 337,094 | 57,952 | 5,754,195,000 | 0.12 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 219,200 | 22,808 | 3,738,357,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 185,900 | 16,324 | 3,173,316,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 169,708 | -4,409 | 2,897,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 167,353 | -18,864 | 2,856,715,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 142,619 | 35,163 | 2,478,721,000 | 0.00 | |
Hist
| 03/31/2023 |
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TRANSCEND CAPITAL ADVISORS, LLC
| 133,960 | 4,390 | 2,286,705,000 | 0.22 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 117,881 | -30,488 | 1,893,161,000 | 0.00 | |
Hist
| 12/31/2022 |
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Equitable Holdings, Inc.
| 96,133 | 7,423 | 1,640,990,000 | 0.02 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 77,596 | 15,045 | 1,324,607,000 | | |
Hist
| 06/30/2023 |
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ProVise Management Group, LLC
| 74,432 | 7,565 | 1,270,554,000 | | |
Hist
| 06/30/2023 |
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U.S. Capital Wealth Advisors, LLC
| 69,510 | 0 | 1,186,536,000 | 0.06 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 63,706 | 34,484 | 1,087,466,000 | 0.00 | |
Hist
| 06/30/2023 |
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Summit Financial Wealth Advisors, LLC
| 59,896 | -3,224 | 1,022,425,000 | 0.24 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 53,260 | -700 | 909,147,000 | 0.00 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 50,242 | -2,405 | 857,631,000 | 0.00 | |
Hist
| 06/30/2023 |
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Kingsview Wealth Management, LLC
| 45,898 | 3,405 | 783,479,000 | 0.03 | |
Hist
| 06/30/2023 |
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ArchPoint Investors
| 44,158 | 0 | 753,777,000 | 0.29 | |
Hist
| 06/30/2023 |
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Legacy Financial Strategies, LLC
| 42,997 | 459 | 733,950,000 | 0.25 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 41,540 | -416 | 709,088,000 | 0.01 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 40,625 | 3,776 | 706,065,000 | 0.01 | |
Hist
| 03/31/2023 |
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Cerity Partners LLC
| 34,768 | 34,768 | 593,491,000 | 0.00 | |
Hist
| 06/30/2023 |
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Snowden Capital Advisors LLC
| 31,055 | 349 | 530,108,000 | 0.02 | |
Hist
| 06/30/2023 |
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NewEdge Wealth, LLC
| 29,486 | 0 | 503,326,000 | 0.02 | |
Hist
| 06/30/2023 |
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Private Wealth Strategies, L.L.C.
| 30,803 | 253 | 490,685,000 | 0.12 | |
Hist
| 09/30/2023 |
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KESTRA PRIVATE WEALTH SERVICES, LLC
| 28,389 | 9,541 | 484,600,000 | 0.02 | |
Hist
| 06/30/2023 |
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GREAT VALLEY ADVISOR GROUP, INC.
| 26,779 | 150 | 457,119,000 | 0.02 | |
Hist
| 06/30/2023 |
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Western Wealth Management, LLC
| 27,575 | -25,345 | 442,861,000 | 0.05 | |
Hist
| 12/31/2022 |
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Rockefeller Capital Management L.P.
| 25,855 | -4,401 | 441,362,000 | 0.00 | |
Hist
| 06/30/2023 |
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GOODWIN DANIEL L
| 22,710 | 22,710 | 364,723,000 | 0.18 | |
Hist
| 12/31/2022 |
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