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 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
May 13, 2024 Q1 2024 |
523,988
shares
|
$5.69 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
430,976
shares
|
$4.68 Million
0.24% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
381,594
shares
|
$4.14 Million
0.33% of portfolio
|
Q1 2024
Reduced 31.67%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
364,943
shares
|
$3.96 Million
2.35% of portfolio
|
Q1 2024
Added 29.11%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 14, 2024 Q1 2024 |
348,973
shares
|
$3.79 Million
1.79% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
171,462
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
171,462
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2021
Reduced 6.88%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
120,147
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
112,781
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2024
Added 18.99%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
98,206
shares
|
$1.07 Million
0.25% of portfolio
|
Q1 2024
Added 24.1%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 10, 2024 Q1 2024 |
71,012
shares
|
$771,190
0.06% of portfolio
|
Q1 2024
Reduced 47.92%
|
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
46,319
shares
|
$503,024
0.01% of portfolio
|
Q1 2024
Added 15339.67%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
31,742
shares
|
$344,718
0.03% of portfolio
|
Q1 2024
Reduced 15.74%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
May 08, 2024 Q1 2024 |
28,512
shares
|
$309,640
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
25,688
shares
|
$278,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
18,831
shares
|
$204,504
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
14,737
shares
|
$160,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
14,545
shares
|
$157,958
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
14,339
shares
|
$155,721
0.11% of portfolio
|
Q1 2024
Added 0.25%
|
|
|
Garner Asset Management Corp
|
May 16, 2024 Q1 2024 |
10,654
shares
|
$115,702
0.06% of portfolio
|
Q4 2023
Reduced 8.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,129
shares
|
$23,120
0.0% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,450
shares
|
$15,747
0.0% of portfolio
|
Q4 2023
Reduced 76.67%
|
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
1,000
shares
|
$10,860
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
738
shares
|
$8,014
0.0% of portfolio
|
Q4 2023
Added 47.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$7,602
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|