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 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
516,308
shares
|
$5.81 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
462,306
shares
|
$5.21 Million
3.18% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
430,976
shares
|
$4.85 Million
0.27% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
327,374
shares
|
$3.69 Million
1.72% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
317,701
shares
|
$3.58 Million
0.33% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
171,462
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2021
Reduced 6.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
115,334
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
113,393
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
113,147
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
100,933
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2024
Added 72.53%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
71,012
shares
|
$799,595
0.07% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
60,985
shares
|
$686,691
0.2% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
27,326
shares
|
$307,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,688
shares
|
$289,246
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,347
shares
|
$206,587
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
14,545
shares
|
$163,776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
14,339
shares
|
$161,457
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,280
shares
|
$138,272
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
10,654
shares
|
$119,964
0.05% of portfolio
|
Q4 2023
Reduced 8.58%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
4,834
shares
|
$54,430
0.0% of portfolio
|
Q3 2024
Reduced 77.27%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$33,780
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,245
shares
|
$25,278
0.0% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$11,260
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
738
shares
|
$8,309
0.0% of portfolio
|
Q4 2023
Added 47.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$7,882
0.0% of portfolio
|
Q1 2022
Added 100.0%
|