Institutional Ownership
New York Life Invts Active E
CUSIP 45409F827NYLI MACKAY MUNMMITQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
81.8%
Max % of class reported
Institutional Holders
159
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Apr 9, 2021
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 9, 2021 | New York Life Insurance Co | 13G/A | — | — | SEC |
| 2 | Mar 9, 2021 | New York Life Insurance Co | 13G/A | 11.2% | 346.1K | SEC |
| 3 | Feb 10, 2021 | New York Life Insurance Co | 13G/A | 25.8% | 736.1K | SEC |
| 4 | Jan 11, 2021 | New York Life Insurance Co | 13G/A | 31.0% | 836.1K | SEC |
| 5 | Dec 9, 2020 | New York Life Insurance Co | 13G/A | 37.2% | 966.1K | SEC |
| 6 | Nov 9, 2020 | New York Life Insurance Co | 13G/A | 44.9% | 1.12M | SEC |
| 7 | Oct 8, 2020 | New York Life Insurance Co | 13G/A | 54.4% | 1.39M | SEC |
| 8 | Sep 9, 2020 | New York Life Insurance Co | 13G/A | 66.5% | 1.60M | SEC |
| 9 | Jun 9, 2020 | New York Life Insurance Co | 13G/A | 74.2% | 1.60M | SEC |
| 10 | Mar 9, 2020 | New York Life Insurance Co | 13G/A | 81.8% | 1.60M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 6.58M | $158.50M |
| 2 | Bank Of America Corp /De/ | 6.22M | $149.81M |
| 3 | Morgan Stanley | 3.84M | $92.67M |
| 4 | Meeder Advisory Services, Inc. | 2.94M | $70.98M |
| 5 | Schneider Downs Wealth Management Advisors, LP | 2.58M | $62.18M |
| 6 | Lpl Financial LLC | 2.19M | $52.76M |
| 7 | Raymond James Financial Inc | 2.12M | $51.07M |
| 8 | Ubs Group AG | 2.08M | $50.13M |
| 9 | Cetera Investment Advisers | 2.05M | $49.50M |
| 10 | Iag Wealth Partners, LLC | 1.91M | $45.92M |