Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
100K+ 31.51% |
$1.07M - $1.12M
|
419K
$4.71M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
98K+ 501.3% |
$1.04M - $1.09M
|
118K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
36.5K+ 140.46% |
$389K - $407K
|
62.5K
$704K
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
36.1K+ 18.84% |
$385K - $402K
|
228K
$2.56M
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 7.04% |
$19.6K - $20.5K
|
27.9K
$315K
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.5KNew |
$16K - $16.7K
|
1.5K
$16.9K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11.3K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
55+ 0.39% |
$586 - $613
|
14.2K
$160K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-194- 21.85% |
$2.07K - $2.16K
|
694
$7.81K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-285- 11.81% |
$3.04K - $3.17K
|
2.13K
$24K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-466- 2.99% |
$4.97K - $5.19K
|
15.1K
$170K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.31K- 14.0% |
$24.6K - $25.7K
|
14.2K
$159K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 17.62% |
$42.4K - $44.3K
|
18.6K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.83K- 22.63% |
$51.5K - $53.8K
|
16.5K
$186K
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-10K- 45.97% |
$107K - $111K
|
11.8K
$132K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.6K- 68.76% |
$124K - $129K
|
5.27K
$59.3K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-11.9K- 96.74% |
$127K - $132K
|
400
$4.5K
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-23.1K- 3.39% |
$247K - $258K
|
659K
$7.42M
|