Latest Institutional Purchases of Dtf Tax Free Income 2028 Term Fund Inc (DTF)
This list provides information on the latest institutional transactions involving Dtf Tax Free Income 2028 Term Fund Inc (DTF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
516KNew |
$5.65M - $5.89M
|
516K
$5.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
100K+ 27.63% |
$1.1M - $1.14M
|
462K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42.4K+ 72.53% |
$465K - $484K
|
101K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$299K - $312K
|
27.3K
$307K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.1KNew |
$253K - $264K
|
23.1K
$260K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$201K - $209K
|
18.3K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$134K - $140K
|
12.3K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33New |
$361 - $377
|
33
$371
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
532KNew |
$5.66M - $5.87M
|
532K
$5.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$128K - $132K
|
12K
$135K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 25.05% |
$39.3K - $40.7K
|
18.4K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 12.05% |
$24.1K - $25K
|
21.1K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
197New |
$2.1K - $2.17K
|
197
$2.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116+ 5.45% |
$1.23K - $1.28K
|
2.25K
$25.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$10.6 - $11
|
1
$11.2
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
36+ 0.25% |
$384 - $397
|
14.3K
$161K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$266K - $281K
|
25.7K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$151K - $159K
|
14.5K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
403+ 0.09% |
$4.18K - $4.41K
|
431K
$4.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
238+ 47.6% |
$2.47K - $2.61K
|
738
$8.3K
|
|
|
May 10, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29.7KNew |
$317K - $329K
|
29.7K
$334K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11.2K
|
|
| 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
$3.73K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$129K - $140K
|
12.1K
$136K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$32K - $34.8K
|
3K
$33.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2KNew |
$21.3K - $23.2K
|
2K
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367New |
$3.91K - $4.25K
|
367
$4.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.24K+ 353.0% |
$46.8K - $52.7K
|
5.44K
$61.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.81% |
$99.4 - $112
|
1.12K
$12.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$26.5K - $29.9K
|
2.3K
$25.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28KNew |
$14.7K - $16.6K
|
1.28K
$14.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
68+ 0.67% |
$785 - $883
|
10.3K
$116K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700+ 100.0% |
$8.86K - $9.98K
|
1.4K
$15.7K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$21.6K - $22.5K
|
1.5K
$16.9K
|
|
| Q4 2018 | |||||||
|
Apr 16, 2019
Q4 2018
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
400New |
$4.94K - $5.17K
|
400
$4.5K
|
|