Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
120KNew |
$1.28M - $1.33M
|
120K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
98.1K+ 43.07% |
$1.04M - $1.09M
|
326K
$3.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
60K+ 396.5% |
$639K - $664K
|
75.1K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29.7KNew |
$317K - $329K
|
29.7K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$280K - $291K
|
26.3K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
11.8K+ 2.83% |
$126K - $131K
|
431K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.93K+ 24.81% |
$73.8K - $76.7K
|
34.9K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.17K+ 1.85% |
$23.1K - $24K
|
120K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
678New |
$7.22K - $7.51K
|
678
$7.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
376+ 54.18% |
$4K - $4.16K
|
1.07K
$12K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104+ 4.88% |
$1.11K - $1.15K
|
2.23K
$25.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
69+ 0.49% |
$735 - $764
|
14.3K
$161K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-100- 0.85% |
$1.07K - $1.11K
|
11.7K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.36K- 16.64% |
$25.1K - $26.1K
|
11.8K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.77K- 90.5% |
$50.7K - $52.7K
|
500
$5.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 62.37% |
$110K - $114K
|
6.21K
$70K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-19.9K- 3.02% |
$212K - $220K
|
639K
$7.19M
|
|
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-38.1K- 61.0% |
$406K - $422K
|
24.4K
$274K
|