Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
532KNew |
$5.66M - $5.87M
|
532K
$6M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
30K+ 105.18% |
$319K - $331K
|
58.5K
$660K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$128K - $132K
|
12K
$135K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.02K+ 6.22% |
$74.7K - $77.4K
|
120K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.02K+ 6.22% |
$74.7K - $77.4K
|
120K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
4.27K+ 1.22% |
$45.5K - $47.1K
|
353K
$3.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 25.05% |
$39.3K - $40.7K
|
18.4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 12.05% |
$24.1K - $25K
|
21.1K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 324.02% |
$11.5K - $11.9K
|
1.41K
$15.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
197New |
$2.1K - $2.17K
|
197
$2.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116+ 5.45% |
$1.23K - $1.28K
|
2.25K
$25.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
98+ 0.06% |
$1.04K - $1.08K
|
172K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$10.6 - $11
|
1
$11.3
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.71K- 0.74% |
$28.9K - $29.9K
|
362K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13.7K- 43.17% |
$146K - $151K
|
18K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 18.56% |
$194K - $201K
|
80K
$902K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-25.1K- 54.09% |
$267K - $276K
|
21.3K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-28K- 7.34% |
$298K - $309K
|
354K
$3.99M
|