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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 24.1% |
$204K - $211K
|
98.2K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-625- 58.41% |
$6.67K - $6.9K
|
445
$4.92K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18K+ 18.99% |
$192K - $199K
|
113K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.8KNew |
$201K - $208K
|
18.8K
$208K
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-2.12K- 0.6% |
$22.6K - $23.4K
|
349K
$3.86M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.1K- 0.21% |
$11.8K - $12.2K
|
524K
$5.79M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.64K- 83.13% |
$17.5K - $18.1K
|
333
$3.68K
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-177K- 31.67% |
$1.89M - $1.95M
|
382K
$4.22M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
46K+ 15339.67% |
$491K - $508K
|
46.3K
$512K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 2.38% |
$555 - $574
|
2.13K
$23.5K
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-65.3K- 47.92% |
$697K - $721K
|
71K
$785K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.93K- 15.74% |
$63.3K - $65.5K
|
31.7K
$351K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
28.5KNew |
$304K - $315K
|
28.5K
$315K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7KNew |
$157K - $163K
|
14.7K
$163K
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
82.3K+ 29.11% |
$878K - $909K
|
365K
$4.03M
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
36+ 0.25% |
$384 - $397
|
14.3K
$158K
|
|
Q4 2023 | |||||||
May 10, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-1K- 8.58% |
$10.4K - $11K
|
10.7K
$118K
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
403+ 0.09% |
$4.18K - $4.41K
|
431K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.76K- 76.67% |
$49.4K - $52.2K
|
1.45K
$16K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$266K - $281K
|
25.7K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-900- 0.42% |
$9.33K - $9.86K
|
214K
$2.37M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$151K - $159K
|
14.5K
$161K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
238+ 47.6% |
$2.47K - $2.61K
|
738
$8.15K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$280K - $291K
|
26.3K
$291K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29.7KNew |
$317K - $329K
|
29.7K
$328K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.36K- 16.64% |
$25.1K - $26.1K
|
11.8K
$130K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-19.9K- 3.02% |
$212K - $220K
|
639K
$7.06M
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
98.1K+ 43.07% |
$1.04M - $1.09M
|
326K
$3.6M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
120KNew |
$1.28M - $1.33M
|
120K
$1.33M
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11.1K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 17.62% |
$42.4K - $44.3K
|
18.6K
$205K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
171KNew |
$1.84M - $1.95M
|
171K
$1.89M
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
20K+ 13.13% |
$215K - $227K
|
172K
$1.9M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
332New |
$3.57K - $3.77K
|
332
$3.67K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367New |
$3.91K - $4.13K
|
367
$4.06K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2KNew |
$21.3K - $22.5K
|
2K
$22.1K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$129K - $136K
|
12.1K
$134K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.24K+ 353.0% |
$47.5K - $52.7K
|
5.44K
$60.1K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.14K- 12.86% |
$24K - $26.6K
|
14.5K
$160K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.81% |
$101 - $112
|
1.12K
$12.4K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$26.5K - $29.9K
|
2.3K
$25.4K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28KNew |
$14.7K - $16.6K
|
1.28K
$14.1K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
68+ 0.67% |
$785 - $883
|
10.3K
$114K
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-30KClosed |
$346K - $390K
|
0
$0
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700+ 100.0% |
$8.86K - $9.98K
|
1.4K
$15.5K
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$133K - $150K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13KClosed |
$165K - $185K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$23.5K - $26.5K
|
0
$0
|