13FBOX
NYLI MACKAY DEFINEDTERM MUNI COM · 13F 机构持仓分析
期权收益计算器 机构排行
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NYLI MACKAY DEFINEDTERM MUNI COM

MMIN
持有机构数
124
机构合计市值 (Q2 2026)
$2.00亿
机构合计股数 (Q2 2026)
1,034.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+131.1万股
70 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-53.7万股
42 · 11 清仓 · ≈
⚖️ 净额
+77.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.00亿
持有机构数
124
新买入
16
加仓
54
减仓
31
清仓
11
持股不变
23
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
2.2%2.56%#4$1,681.7万69.5万股$1,660.5万70.0万股-5,691股-0.81%减仓
ACT Advisors, LLC.
4.47%5.6%#1$1,345.0万55.6万股$1,316.9万55.5万股+155股+0.03%加仓
RTD Financial Advisors, Inc.
1.39%1.46%#5$1,270.7万52.5万股$1,190.0万50.2万股+2.3万股+4.57%加仓
Hennion & Walsh Asset Management, Inc.
0.32%0.37%#14$1,129.9万72.9万股$1,093.0万73.6万股-7,086股-0.96%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#78$1,049.3万67.7万股$1,003.2万67.6万股+1,384股+0.20%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.28%0.31%#18$906.8万37.5万股$835.6万35.2万股+2.2万股+6.28%加仓
哥谭资产管理Gotham Asset Management, LLC
0.02%#52$760.6万31.4万股$00股+31.4万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#100$750.1万48.4万股$814.2万53.8万股-5.4万股-10.08%减仓
ROBINSON CAPITAL MANAGEMENT, LLC
3.14%2.7%#2$711.0万45.9万股$646.2万43.3万股+2.6万股+6.06%加仓
Fluent Financial, LLC
2.42%2.32%#3$677.0万28.0万股$633.2万26.4万股+1.6万股+6.07%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.05%#40$640.7万41.3万股$642.3万43.3万股-1.9万股-4.44%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#102$497.8万32.1万股$472.3万31.8万股+3,122股+0.98%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#96$436.3万28.1万股$396.1万26.7万股+1.5万股+5.53%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#67$315.1万13.1万股$280.6万11.8万股+1.3万股+11.29%加仓
Vertex Planning Partners, LLC
0.46%0.54%#13$311.6万12.9万股$276.7万11.7万股+1.2万股+10.30%加仓
Schneider Downs Wealth Management Advisors, LP
0.26%0.3%#19$275.8万11.4万股$267.7万11.3万股+1,048股+0.93%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#110$229.5万9.5万股$167.3万7.1万股+2.4万股+34.33%加仓
Fiduciary信托FIDUCIARY TRUST CO
0.02%0.02%#49$199.0万8.2万股$202.2万8.5万股-3,085股-3.62%减仓
Noble Wealth Management PBC
0.87%0.9%#6$193.3万12.5万股$178.2万12.0万股+4,708股+3.92%加仓
CROBAN
0.83%0.86%#7$187.8万7.8万股$183.1万7.7万股+328股+0.42%加仓
Golden State Wealth Management, LLC
0.16%0.18%#24$180.2万7.4万股$160.3万6.8万股+6,805股+10.06%加仓
Purus Wealth Management, LLC
0.49%0.51%#12$176.2万7.3万股$160.2万6.8万股+5,233股+7.75%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%<0.01%#64$174.6万11.2万股$22.9万1.5万股+9.7万股+627.40%加仓
BCS Wealth Management
0.31%0.32%#16$172.1万7.1万股$155.9万6.6万股+5,348股+8.14%加仓
Econ Financial Services Corp
0.77%0.76%#8$165.3万6.8万股$163.3万6.9万股-589股-0.86%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#105$164.8万10.6万股$220.4万14.8万股-4.2万股-28.36%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#71$160.7万10.4万股$144.4万9.7万股+6,454股+6.64%加仓
ProVise Management Group, LLC
0.11%0.1%#30$159.7万10.3万股$142.1万9.6万股+7,357股+7.69%加仓
First Heartland Consultants, Inc.
0.1%#31$156.9万6.5万股$00股+6.5万股新买入
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.07%0.05%#34$154.0万9.9万股$101.8万6.9万股+3.1万股+44.95%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%<0.01%#63$146.0万6.0万股$54.2万2.3万股+3.7万股+163.67%加仓
Atria投资Atria Investments, Inc
0.01%#54$145.9万6.0万股$00股+6.0万股新买入
景顺Invesco Ltd.
<0.01%<0.01%#114$145.5万9.4万股$93.0万6.3万股+3.1万股+49.87%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#101$141.6万9.1万股$139.6万9.4万股-2,620股-2.79%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#84$141.1万5.8万股$139.6万5.9万股-624股-1.06%减仓
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.08%0.09%#32$135.3万8.7万股$129.6万8.7万股00.00%持仓不变
Hilton Head Capital Partners, LLC
0.67%0.89%#9$133.1万5.5万股$157.3万6.6万股-1.1万股-17.14%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#103$129.4万8.3万股$93.8万6.3万股+2.0万股+32.05%加仓
PARK AVENUE SECURITIES LLC
0.01%0.01%#60$123.5万8.0万股$123.5万8.3万股-3,431股-4.13%减仓
顾问资产管理Advisors Asset Management, Inc.
0.02%#51$121.0万7.8万股$00股+7.8万股新买入
Intellus Advisors LLC
0.13%0.15%#27$108.0万7.0万股$109.8万7.4万股-4,256股-5.75%减仓
MarinerMariner, LLC
<0.01%<0.01%#91$101.0万4.2万股$100.6万4.2万股-715股-1.69%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#86$99.3万6.4万股$35.8万2.4万股+4.0万股+165.95%加仓
Thomas J. Herzfeld Advisors, Inc.
0.29%0.22%#17$94.1万6.1万股$65.9万4.4万股+1.6万股+36.70%加仓
Hopwood Nicholas Hunter
0.26%#20$94.0万6.1万股$00股+6.1万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#73$92.4万3.8万股$88.5万3.7万股+835股+2.24%加仓
纽文Nuveen, LLC
<0.01%#108$90.4万3.7万股$00股+3.7万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#53$87.4万3.6万股$87.5万3.7万股-800股-2.17%减仓
CFO4Life Group, LLC
0.11%0.12%#29$82.3万3.4万股$79.9万3.4万股+320股+0.95%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#92$81.1万5.2万股$76.7万5.2万股+652股+1.26%加仓

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