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 31 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
918,069
shares
|
$10.4 Million
0.22% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
471,444
shares
|
$5.34 Million
0.02% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
350,128
shares
|
$3.96 Million
1.85% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
313,043
shares
|
$3.54 Million
0.66% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
255,607
shares
|
$2.89 Million
1.77% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
171,462
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2021
Reduced 6.88%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
123,629
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
106,066
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
75,192
shares
|
$851,173
0.0% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
71,012
shares
|
$803,855
0.07% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,688
shares
|
$290,788
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,488
shares
|
$220,604
0.0% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
19,000
shares
|
$215,080
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,619
shares
|
$210,767
0.0% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
17,559
shares
|
$198,767
0.0% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
16,077
shares
|
$181,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,780
shares
|
$167,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,545
shares
|
$164,649
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
14,339
shares
|
$162,317
0.1% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,430
shares
|
$129,387
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,135
shares
|
$69,448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,232
shares
|
$36,586
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,232
shares
|
$36,586
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,847
shares
|
$20,908
0.0% of portfolio
|
Q2 2025
Added 76.75%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$16,980
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|