Latest Institutional Transactions on Dtf Tax Free Income 2028 Term Fund Inc (DTF)
This table provides information on the latest institutional transactions involving Dtf Tax Free Income 2028 Term Fund Inc (DTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$201K - $209K
|
18.3K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 37.75% |
$1.84K - $1.92K
|
277
$3.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-989- 70.04% |
$10.8K - $11.3K
|
423
$4.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.4K- 5.35% |
$70.1K - $73.1K
|
113K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-25.9K- 7.32% |
$283K - $295K
|
327K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-35.9K- 10.15% |
$393K - $410K
|
318K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-19K- 23.75% |
$208K - $217K
|
61K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
516KNew |
$5.65M - $5.89M
|
516K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42.4K+ 72.53% |
$465K - $484K
|
101K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.2K- 32.77% |
$616K - $642K
|
115K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$299K - $312K
|
27.3K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16.4K- 77.27% |
$180K - $187K
|
4.83K
$54.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
100K+ 27.63% |
$1.1M - $1.14M
|
462K
$5.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33New |
$361 - $377
|
33
$372
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$134K - $140K
|
12.3K
$139K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7K- 5.83% |
$76.7K - $79.9K
|
113K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$128K - $132K
|
12K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 12.05% |
$24.1K - $25K
|
21.1K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116+ 5.45% |
$1.23K - $1.28K
|
2.25K
$25.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13.7K- 43.17% |
$146K - $151K
|
18K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
197New |
$2.1K - $2.17K
|
197
$2.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$10.6 - $11
|
1
$11.3
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
532KNew |
$5.66M - $5.87M
|
532K
$6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 25.05% |
$39.3K - $40.7K
|
18.4K
$208K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.1K- 0.21% |
$11.8K - $12.2K
|
524K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-65.3K- 47.92% |
$697K - $721K
|
71K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
36+ 0.25% |
$384 - $397
|
14.3K
$162K
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$266K - $281K
|
25.7K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.76K- 76.67% |
$49.4K - $52.2K
|
1.45K
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-1K- 8.58% |
$10.4K - $11K
|
10.7K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
403+ 0.09% |
$4.18K - $4.41K
|
431K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-900- 0.42% |
$9.33K - $9.86K
|
214K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$151K - $159K
|
14.5K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
238+ 47.6% |
$2.47K - $2.61K
|
738
$8.32K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.36K- 16.64% |
$25.1K - $26.1K
|
11.8K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29.7KNew |
$317K - $329K
|
29.7K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-19.9K- 3.02% |
$212K - $220K
|
639K
$7.21M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 17.62% |
$42.4K - $44.3K
|
18.6K
$210K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
20K+ 13.13% |
$215K - $227K
|
172K
$1.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
332New |
$3.57K - $3.77K
|
332
$3.74K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$32K - $34.8K
|
3K
$33.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2KNew |
$21.3K - $23.2K
|
2K
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367New |
$3.91K - $4.25K
|
367
$4.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$129K - $140K
|
12.1K
$136K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.24K+ 353.0% |
$46.8K - $52.7K
|
5.44K
$61.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.14K- 12.86% |
$23.6K - $26.6K
|
14.5K
$164K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.81% |
$99.4 - $112
|
1.12K
$12.7K
|
|