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, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-99K- 45.97% |
$1.1M - $1.13M
|
116K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-83.5K- 39.64% |
$932K - $949K
|
127K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-12.8K- 3.98% |
$143K - $146K
|
310K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 2.16% |
$22.3K - $22.7K
|
90.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 22.33% |
$55.1K - $56.1K
|
17.2K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-85.2K- 82.92% |
$951K - $969K
|
17.6K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
291K+ 47.0% |
$3.25M - $3.31M
|
910K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.85K- 0.37% |
$20.6K - $21K
|
494K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
301+ 60.08% |
$3.36K - $3.42K
|
802
$8.97K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.2K+ 27.24% |
$24.5K - $25K
|
10.3K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$179K - $183K
|
16.1K
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.8K+ 0.73% |
$20.1K - $20.5K
|
248K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.23KNew |
$36.1K - $36.7K
|
3.23K
$36.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
57.1K+ 22.95% |
$638K - $650K
|
306K
$3.42M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500+ 47.85% |
$5.43K - $5.69K
|
1.55K
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.23KNew |
$35.1K - $36.8K
|
3.23K
$36.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.8KNew |
$150K - $157K
|
13.8K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.5K- 50.0% |
$16.3K - $17.1K
|
1.5K
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
19KNew |
$206K - $216K
|
19K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.5K- 19.46% |
$48.9K - $51.2K
|
18.6K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.5K+ 20.36% |
$27.2K - $28.5K
|
14.8K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-78.1K- 69.03% |
$848K - $889K
|
35K
$392K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$201K - $209K
|
18.3K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-19K- 23.75% |
$208K - $217K
|
61K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 37.75% |
$1.84K - $1.92K
|
277
$3.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$299K - $312K
|
27.3K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16.4K- 77.27% |
$180K - $187K
|
4.83K
$54K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33New |
$361 - $377
|
33
$369
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 12.05% |
$24.1K - $25K
|
21.1K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13.7K- 43.17% |
$146K - $151K
|
18K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
197New |
$2.1K - $2.17K
|
197
$2.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$10.6 - $11
|
1
$11.2
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
532KNew |
$5.66M - $5.87M
|
532K
$5.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 25.05% |
$39.3K - $40.7K
|
18.4K
$206K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.1K- 0.21% |
$11.8K - $12.2K
|
524K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-65.3K- 47.92% |
$697K - $721K
|
71K
$794K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
36+ 0.25% |
$384 - $397
|
14.3K
$160K
|
|
| 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
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.76K- 76.67% |
$49.4K - $52.2K
|
1.45K
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-1K- 8.58% |
$10.4K - $11K
|
10.7K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$151K - $159K
|
14.5K
$163K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29.7KNew |
$317K - $329K
|
29.7K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.36K- 16.64% |
$25.1K - $26.1K
|
11.8K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-19.9K- 3.02% |
$212K - $220K
|
639K
$7.14M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 17.62% |
$42.4K - $44.3K
|
18.6K
$208K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
20K+ 13.13% |
$215K - $227K
|
172K
$1.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
332New |
$3.57K - $3.77K
|
332
$3.71K
|
|