Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
152KNew |
$1.62M - $1.77M
|
152K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
151KNew |
$1.61M - $1.75M
|
151K
$1.7M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14.1KNew |
$150K - $163K
|
14.1K
$159K
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.9KNew |
$148K - $161K
|
13.9K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$129K - $140K
|
12.1K
$136K
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
6.08KNew |
$64.7K - $70.5K
|
6.08K
$68.4K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$32K - $34.8K
|
3K
$33.8K
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.31K+ 1.27% |
$24.6K - $26.8K
|
183K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2KNew |
$21.3K - $23.2K
|
2K
$22.5K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$10.7K - $11.6K
|
1K
$11.3K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
902+ 6.02% |
$9.61K - $10.5K
|
15.9K
$179K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
700+ 40.84% |
$7.46K - $8.11K
|
2.41K
$27.2K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367New |
$3.91K - $4.25K
|
367
$4.13K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
299+ 2.02% |
$3.18K - $3.47K
|
15.1K
$170K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-100- 0.46% |
$1.07K - $1.16K
|
21.8K
$245K
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3K- 0.51% |
$32K - $34.8K
|
588K
$6.62M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.14K- 13.93% |
$33.5K - $36.4K
|
19.4K
$219K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.85K- 75.16% |
$41K - $44.7K
|
1.27K
$14.3K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.39K- 20.09% |
$46.7K - $50.8K
|
17.4K
$196K
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-86.3K- 19.92% |
$919K - $1M
|
347K
$3.9M
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-124K- 15.13% |
$1.32M - $1.43M
|
694K
$7.81M
|