NYLI MacKay Muni Income Opportunities Fund: 5%+ holders

NYLI MacKay Muni Income Opportunities Fund has 7 Schedule 13D or 13G filings on record since 2026-06-08. 1 holder's latest filing reports 5% or more of class i common shares. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Purpose of Transaction (Item 4)

New York Life Investment Management LLC

Item 4 of the Schedule 13D is hereby amended and restated as follows: The reported securities were initially acquired solely to seed and support the Fund. On May 1, 2026, NYLIM distributed all of its interests in the Fund's Class I Shares, consisting of 5,426,013.221 shares, to its sole member, New York Life Investment Management Holdings LLC, which in turn contributed all such shares to its wholly owned subsidiary, NYLIM Capital LLC. Both the distribution and the contribution were effected at a price of $10.15 per share. The transfers were part of a reorganization to consolidate various seed capital holdings under a single legal entity to facilitate improved tracking and oversight of such seed capital investments.Item 4 of the SCHEDULE 13D/A filed 2026-06-08

NYLIM Capital LLC

The reported securities were acquired solely in connection with a reorganization to consolidate various seed capital holdings under a single legal entity to facilitate improved tracking and oversight of such seed capital investments.Item 4 of the SCHEDULE 13D filed 2026-06-08

Timeline

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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