Institutional Ownership Dtf Tax Free Income 2028 Term Fund Inc (DTF)
This table provides information about the institutional ownership of Dtf Tax Free Income 2028 Term Fund Inc (DTF). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
910,488
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Added 47.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
493,570
shares
|
$5.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
309,611
shares
|
$3.46 Million
1.96% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
306,088
shares
|
$3.43 Million
0.68% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
247,965
shares
|
$2.77 Million
1.88% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
171,462
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2021
Reduced 6.88%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
127,136
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
116,351
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 45.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
90,393
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
71,012
shares
|
$794,624
0.09% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
27,326
shares
|
$305,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,688
shares
|
$287,448
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
19,000
shares
|
$212,610
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,619
shares
|
$208,346
0.0% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,559
shares
|
$196,485
0.0% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,161
shares
|
$192,031
0.0% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
16,077
shares
|
$179,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,545
shares
|
$162,758
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
14,339
shares
|
$160,453
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,261
shares
|
$114,820
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,232
shares
|
$36,166
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,232
shares
|
$36,166
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$16,785
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,045
shares
|
$11,693
0.0% of portfolio
|
Q1 2025
Reduced 32.36%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$11,190
0.01% of portfolio
|
Q2 2023
New holding
|