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 32 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $36.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
920,582
shares
|
$10.5 Million
0.21% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
466,941
shares
|
$5.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
350,940
shares
|
$3.99 Million
1.87% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
308,598
shares
|
$3.51 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
275,291
shares
|
$3.13 Million
1.85% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
171,462
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2021
Reduced 6.88%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
126,477
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
115,629
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
106,066
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
79,211
shares
|
$901,421
0.0% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
71,012
shares
|
$808,116
0.06% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,688
shares
|
$292,329
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
19,471
shares
|
$221,579
0.16% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
19,000
shares
|
$216,220
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,687
shares
|
$212,658
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,619
shares
|
$211,884
0.0% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
17,559
shares
|
$199,821
0.0% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,077
shares
|
$182,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,545
shares
|
$165,522
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
14,339
shares
|
$163,177
0.1% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,080
shares
|
$148,850
0.0% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
11,535
shares
|
$131,268
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,767
shares
|
$111,148
0.0% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,232
shares
|
$36,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,850
shares
|
$21,053
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|