Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of DTF TAX-FREE INCOME 2028 TERM FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
291K+ 47.0% |
$3.25M - $3.31M
|
910K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
57.1K+ 22.95% |
$638K - $650K
|
306K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$179K - $183K
|
16.1K
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.23KNew |
$36.1K - $36.7K
|
3.23K
$36.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.2K+ 27.24% |
$24.5K - $25K
|
10.3K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.8K+ 0.73% |
$20.1K - $20.5K
|
248K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
301+ 60.08% |
$3.36K - $3.42K
|
802
$8.97K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 32.36% |
$5.58K - $5.69K
|
1.05K
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.85K- 0.37% |
$20.6K - $21K
|
494K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2K- 2.16% |
$22.3K - $22.7K
|
90.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 22.33% |
$55.1K - $56.1K
|
17.2K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-12.8K- 3.98% |
$143K - $146K
|
310K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-83.5K- 39.64% |
$932K - $949K
|
127K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-85.2K- 82.92% |
$951K - $969K
|
17.6K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-99K- 45.97% |
$1.1M - $1.13M
|
116K
$1.3M
|