TRANSCEND CAPITAL ADVISORS, LLC - MAINSTAY DEFINEDTERM MN OPP ownership

MAINSTAY DEFINEDTERM MN OPP's ticker is MMD and the CUSIP is 56064K100. A total of 2 filers reported holding MAINSTAY DEFINEDTERM MN OPP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of MAINSTAY DEFINEDTERM MN OPP
ValueSharesWeighting
Q3 2023$2,135,882
-6.6%
134,079
+0.1%
0.21%
-4.6%
Q2 2023$2,286,705
-5.5%
133,960
-3.7%
0.22%
-13.8%
Q1 2023$2,418,782
+16.2%
139,170
+7.4%
0.25%
+11.9%
Q4 2022$2,080,897
-25.4%
129,570
-27.7%
0.23%
-26.9%
Q3 2022$2,791,000
-16.9%
179,143
-3.2%
0.31%
-11.5%
Q2 2022$3,357,000
-3.4%
185,076
-0.1%
0.35%
+12.2%
Q1 2022$3,475,000
-14.0%
185,339
-0.1%
0.31%
-12.9%
Q4 2021$4,041,000
+3.6%
185,548
+0.0%
0.36%
+2.0%
Q3 2021$3,902,000
-0.5%
185,459
+4.9%
0.35%
-25.7%
Q1 2021$3,921,000
+2.3%
176,753
+0.5%
0.47%
-6.4%
Q4 2020$3,832,000175,9570.50%
Other shareholders
MAINSTAY DEFINEDTERM MN OPP shareholders Q4 2023
NameSharesValueWeighting ↓
Next Level Private LLC 48,866$916,0000.74%
XML Financial, LLC 225,808$4,234,0000.50%
Legacy Financial Strategies, LLC 58,768$1,102,0000.47%
TRANSCEND CAPITAL ADVISORS, LLC 185,339$3,475,0000.31%
Summit Financial Wealth Advisors, LLC 71,220$1,335,0000.27%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 30,139$565,0000.19%
ProVise Management Group, LLC 94,109$1,765,0000.17%
BRANDYWINE OAK PRIVATE WEALTH LLC 75,250$1,410,0000.16%
Paragon Wealth Strategies, LLC 28,374$532,0000.14%
Private Wealth Strategies, L.L.C. 28,458$534,0000.13%
View complete list of MAINSTAY DEFINEDTERM MN OPP shareholders