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Stocks / New York Life Invts Active E
Institutional Ownership

New York Life Invts Active E

CUSIP 64953X100NYLI MACKAY MUNIMMSDQ1 2026

Institutional Holders
7
13F filers
Shares Held
2.12M
Aggregate institutional
Institutional Value
$53.49M
Q1 2026
Net New Holders
+2
2 new · 0 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions2
Increased2
Decreased2
Sold out0

Institutional Holders

7 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1New York Life Insurance Co1.98M$49.95M0Held
2M Wealth Management, LLC40.9K$1.03M3.3KReduced
3Royal Bank Of Canada39.7K$1.00M+20.6KAdded
4Wealth Enhancement Advisory Services, LLC17.5K$443.9K+3.1KAdded
5Cetera Investment Advisers16.5K$415.9K+16.5KNew
6Octavia Wealth Advisors, LLC14.9K$378.0K5.9KReduced
7Breakwater Capital Group10.6K$266.9K+10.6KNew