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 33 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
619,371
shares
|
$7.03 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
495,416
shares
|
$5.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
329,552
shares
|
$3.74 Million
2.39% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
322,432
shares
|
$3.66 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
248,947
shares
|
$2.83 Million
0.56% of portfolio
|
Q4 2024
Added 146.65%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
215,348
shares
|
$2.44 Million
0.14% of portfolio
|
Q4 2024
Reduced 50.03%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
210,636
shares
|
$2.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
102,784
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
92,393
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
71,012
shares
|
$805,986
0.08% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
35,047
shares
|
$397,783
0.0% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
27,326
shares
|
$310,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,688
shares
|
$291,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,095
shares
|
$250,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
19,000
shares
|
$215,650
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,619
shares
|
$211,325
0.0% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
14,780
shares
|
$167,753
0.01% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,545
shares
|
$165,085
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
14,339
shares
|
$162,747
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
13,800
shares
|
$156,630
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,064
shares
|
$91,526
0.0% of portfolio
|
Q4 2024
Added 1806.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,232
shares
|
$36,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,545
shares
|
$17,535
0.0% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$17,025
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|