NYLIM MACKAY CORE PLUS BOND (CPLB) Institutional Ownership Changes & 13F Activity
NYLIM MACKAY CORE PLUS BOND (CPLB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New York Life Investment Management Llc, Morgan Stanley, Cambridge Investment Research Advisors, Inc., Envestnet Asset Management Inc, and &Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +62,716 | +14.7% | 490,739 | $10.26M | Q2 2026 | Sep 23, 2026 |
| &Partners | Buy | +55,091 | — | 55,091 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +14,765 | +99.3% | 29,633 | $619.33K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -13,368 | -47.9% | 14,560 | $304.30K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,874 | +307.9% | 14,406 | $301.96K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -3,274 | -17.9% | 15,014 | $313.79K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,761 | — | 1,761 | $37.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +373,052 | +78.0% | 851,142 | $17.79M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +197 | +788.0% | 222 | $4.64K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +181 | — | 181 | $3.78K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +33,229 | +346.2% | 42,827 | $895.08K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +7,850 | +45.2% | 25,200 | $526.69K | Q2 2026 | Aug 11, 2026 |
| New York Life Investment Management Llc | Buy | +378,440 | +2.9% | 13,263,659 | $277.21M | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +205,809 | — | 205,809 | $4.30K | Q2 2026 | Jul 30, 2026 |
| Prosperity Financial Group, Inc. | Buy | +2,486 | +4.7% | 55,616 | $1.16M | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, Llc | Buy | +19,835 | +30.0% | 85,904 | $1.80M | Q2 2026 | Jul 24, 2026 |
| Keudell/Morrison Wealth Management | Buy | +2,279 | +7.8% | 31,674 | $661.99K | Q2 2026 | Jul 15, 2026 |
| Citadel Advisors Llc | Sell | -37,421 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -14,911 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| First Affirmative Financial Network | Sell | -33,053 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about CPLB activity
Which institutional owners are buying CPLB?
Institutional owners buying CPLB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CPLB activity?
"Buy" means an investor increased their reported position in CPLB compared to the prior reporting period. This reflects growing exposure to NYLIM MACKAY CORE PLUS BOND (CPLB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPLB increasing?
Institutional interest in CPLB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.