Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
40.5K+ 13.09% |
$447K - $457K
|
350K
$3.95M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$163K - $167K
|
14.8K
$167K
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.64K+ 3.08% |
$84.4K - $86.1K
|
256K
$2.88M
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7.58K+ 0.83% |
$83.7K - $85.4K
|
918K
$10.4M
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.96K+ 2.27% |
$76.8K - $78.4K
|
313K
$3.53M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.14KNew |
$67.7K - $69.1K
|
6.14K
$69.2K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.33K+ 13.56% |
$25.7K - $26.2K
|
19.5K
$220K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 11.39% |
$12.9K - $13.2K
|
11.4K
$129K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.12% |
$11 - $11.3
|
801
$9.04K
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.51K- 2.76% |
$38.7K - $39.5K
|
124K
$1.39M
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.3K- 8.84% |
$114K - $116K
|
106K
$1.2M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.2K- 16.82% |
$168K - $171K
|
75.2K
$848K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.1K- 4.48% |
$244K - $249K
|
471K
$5.32M
|