Who owns NEW YORK LIFE INVTS?
- Ticker: MMSD
- CUSIP Number: 64953x100
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Analyze quarterly positions in New York Life Invts with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold NEW YORK LIFE INVTS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| New York Life Insurance | 2.0M | $50M | 0% | Mar 2026 |
|
| M Wealth Management | 41k | $1.0M | -7% | Mar 2026 |
|
| Royal Bank of Canada | 40k | $1.0M | 294% | Mar 2026 |
|
| Cetera Investment Advisers | 17k | $416k | 100% | Mar 2026 |
|
| Octavia Wealth Advisors | 15k | $378k | -28% | Mar 2026 |
|
| Breakwater Capital Group | 11k | $267k | 100% | Mar 2026 |
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Who sold out of New York Life Invts?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 15k | $368k |