Free Trial

DTF Tax-Free Income 2028 Term Fund (DTF) Institutional Ownership

→ Bill Clinton Backing Biden Replacement??? (From The Freeport Society) (Ad)
Free DTF Stock Alerts
$10.88
0.00 (0.00%)
(As of 05/14/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for DTF Tax-Free Income 2028 Term Fund (NYSE:DTF)

Current
Institutional Ownership
Percentage
43.81%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$7.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.66M
Get DTF Insider Trade Alerts

Want to know when executives and insiders are buying or selling DTF Tax-Free Income 2028 Term Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DTF Institutional Buying and Selling by Quarter

DTF Tax-Free Income 2028 Term Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 City of London Investment Management Co. Ltd.71,012$763K0.1%-47.9%1.010%
2/14/2024Garner Asset Management Corp10,654$116K0.0%-8.6%0.152%
2/13/2024 1607 Capital Partners LLC558,446$6.00M0.4%-0.6%7.944%
2/12/2024 Relative Value Partners Group LLC525,090$5.65M0.3%+338.6%7.469%
11/21/2023Almitas Capital LLC24,372$260K0.1%-61.0%0.347%
11/14/2023 Thomas J. Herzfeld Advisors Inc.29,723$317K0.1%+1,881.5%0.423%
11/9/2023 Karpus Management Inc.638,815$6.82M0.2%-3.0%9.087%
11/7/2023 Atlas Wealth LLC325,914$3.48M0.6%+43.1%4.636%
8/15/2023Rivernorth Capital Management LLC418,729$4.51M0.2%+31.5%5.956%
8/11/2023 Karpus Management Inc.658,686$7.09M0.2%-3.4%9.370%
8/11/2023Almitas Capital LLC62,493$691K0.3%+140.5%0.889%
7/31/2023 Dakota Wealth Management18,583$200K0.0%-17.6%0.264%
5/11/2023 Karpus Management Inc.681,814$7.55M0.2%-1.7%9.699%
5/10/2023Robinson Capital Management LLC172,335$1.89M0.9%+13.1%2.451%
5/9/2023 Atlas Wealth LLC191,682$2.12M0.4%+26.9%2.727%
5/8/2023 Wolverine Asset Management LLC12,267$136K0.0%-11.6%0.174%
4/14/2023 Dakota Wealth Management22,557$250K0.0%+16.2%0.321%
2/14/2023 Atlas Wealth LLC150,998$1.65M0.4%N/A2.148%
2/10/2023Sit Investment Associates Inc.183,499$2.00M0.1%+1.3%2.610%
2/8/2023 Dakota Wealth Management19,415$212K0.0%-13.9%0.276%
2/1/2023 Wolverine Asset Management LLC13,880$151K0.0%N/A0.197%
1/31/2023 Melfa Wealth Management LLC14,084$154K0.2%N/A0.200%
11/15/2022 Karpus Management Inc.817,307$9.07M0.3%-6.0%9.593%
11/15/2022 1607 Capital Partners LLC591,238$6.56M0.5%-1.1%6.939%
11/10/2022 Dakota Wealth Management22,557$250K0.0%-10.1%0.265%
10/25/2022 Raymond James Financial Services Advisors Inc.14,496$161K0.0%-12.9%0.170%
8/16/2022 Chilton Capital Management LLC2,300$27K0.0%N/A0.027%
8/15/2022 Karpus Management Inc.869,445$10.29M0.3%-17.2%10.204%
8/5/2022 Dakota Wealth Management25,078$297K0.0%-15.3%0.294%
8/4/2022Robinson Capital Management LLC7,276$89K0.1%-95.9%0.085%
7/29/2022Garner Asset Management Corp24,204$287K0.1%+10.8%0.284%
5/17/2022 1607 Capital Partners LLC594,655$7.73M0.5%-2.6%6.980%
5/16/2022Rivernorth Capital Management LLC479,691$6.23M0.2%+82.3%5.630%
5/12/2022Sit Investment Associates Inc.178,662$2.32M0.1%+22.3%2.097%
5/10/2022 Karpus Management Inc.1,049,651$13.64M0.4%-19.7%12.318%
4/12/2022 Matisse Capital46,775$608K0.6%-2.6%0.549%
2/16/2022 Ackerman Capital Advisors LLC13,834$198K0.0%N/A0.162%
2/15/2022 Karpus Management Inc.1,306,789$18.67M0.5%-1.3%15.336%
2/15/2022 Chilton Capital Management LLC2,300$33K0.0%N/A0.027%
2/9/2022 Wolverine Asset Management LLC15,380$219K0.0%-56.2%0.180%
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (Ad)

The AI boom continues to snowball with no signs of slowing... Google CEO, Sundar Pichai, made waves during a recent call with analysts, reminding them that the search engine company has been “AI first” since 2016.

Get the full story here.
2/9/2022 Aquire Wealth Advisors LLC8,955$128K0.1%N/A0.105%
2/8/2022 Raymond James & Associates12,997$186K0.0%+13.0%0.153%
2/8/2022 First Trust Advisors LP26,248$375K0.0%-38.7%0.308%
2/2/2022 Quad Cities Investment Group LLC10,069$144K0.1%N/A0.118%
1/28/2022 Allspring Global Investments Holdings LLC138,613$1.98M0.0%N/A1.627%
1/28/2022 Amplius Wealth Advisors LLC1,855$26K0.0%N/A0.022%
11/15/2021Rivernorth Capital Management LLC435,957$6.30M0.3%+9.8%5.116%
11/15/2021Eaton Vance Management171,462$2.48M0.0%-6.9%2.012%
11/9/2021Robinson Capital Management LLC176,363$2.55M2.3%+45.7%2.070%
11/5/2021 PNC Financial Services Group Inc.31,952$462K0.0%-9.5%0.375%
10/29/2021Garner Asset Management Corp22,054$319K0.1%-3.5%0.259%
8/17/2021 Wells Fargo & Company MN244,795$3.67M0.0%+5.5%2.873%
8/16/2021Rivernorth Capital Management LLC397,036$5.96M0.3%-13.2%4.660%
8/16/2021 First Trust Advisors LP43,572$654K0.0%+30.3%0.511%
8/16/2021 1607 Capital Partners LLC451,260$6.77M0.3%+0.3%5.296%
8/3/2021Garner Asset Management Corp22,854$343K0.2%-3.8%0.268%
5/18/2021Eaton Vance Management184,131$2.64M0.0%-40.4%2.161%
5/18/2021 1607 Capital Partners LLC449,733$6.45M0.3%+76.5%5.278%
5/18/2021Rivernorth Capital Management LLC457,388$6.56M0.4%-14.1%5.368%
5/18/2021 Karpus Management Inc.1,307,475$18.76M0.6%-35.0%15.344%
5/17/2021Vivaldi Capital Management LLC50,743$744K0.1%N/A0.596%
5/14/2021 Thomas J. Herzfeld Advisors Inc.12,285$176K0.1%+73.7%0.144%
5/13/2021 Wolverine Asset Management LLC32,690$469K0.0%+328.6%0.384%
5/12/2021 UBS Group AG16,074$231K0.0%-4.8%0.189%
5/10/2021 Dakota Wealth Management29,613$424K0.1%-34.4%0.348%
5/10/2021Kestra Advisory Services LLC11,299$162K0.0%-17.5%0.133%
5/7/2021 The PNC Financial Services Group Inc.35,067$503K0.0%-33.1%0.412%
5/6/2021 Wesbanco Bank Inc.30,000$431K0.0%N/A0.352%
4/16/2021 Clarus Group Inc.15,000$106K0.1%+39.3%0.176%
2/16/2021Clough Capital Partners L P11,246$168K0.0%N/A0.132%
2/12/2021 Raymond James Financial Services Advisors Inc.14,748$220K0.0%-4.9%0.173%
2/9/2021 Wells Fargo & Company MN340,661$5.08M0.0%-3.7%3.998%
2/2/2021 First Trust Advisors LP39,672$591K0.0%+7.4%0.466%
1/29/2021Garner Asset Management Corp23,754$354K0.2%-23.5%0.279%
1/20/2021Kestra Advisory Services LLC13,699$203K0.0%+21.6%0.161%
1/19/2021 FNY Investment Advisers LLC11,700$174K0.0%N/A0.137%
11/16/2020Rivernorth Capital Management LLC617,154$8.91M0.6%+14.4%0.000%
11/16/2020Vivaldi Capital Management LLC75,243$1.09M0.2%-15.0%0.000%
11/12/2020Kestra Advisory Services LLC11,262$163K0.0%N/A0.000%
11/12/2020 Karpus Management Inc.2,048,412$29.58M1.1%-1.1%0.000%
11/5/2020 First Trust Advisors LP36,937$533K0.0%+7.0%0.000%
11/4/2020 Raymond James Financial Services Advisors Inc.15,511$224K0.0%-8.8%0.182%
11/4/2020 Raymond James & Associates23,079$333K0.0%-75.6%0.271%
10/30/2020Garner Asset Management Corp31,034$448K0.3%-13.0%0.364%
8/20/2020 Karpus Management Inc.2,071,937$29.46M1.1%-0.6%0.000%
8/17/2020CNH Partners LLC11,020$157K0.0%-11.5%0.129%
8/17/2020 Karpus Management Inc.2,071,937$29.46M1.2%-0.6%24.319%
8/13/2020Vivaldi Capital Management LLC88,484$1.28M0.3%+11.9%1.039%
8/13/2020Sit Investment Associates Inc.75,271$1.07M0.0%+18.3%0.883%
8/12/2020 Thomas J. Herzfeld Advisors Inc.7,734$111K0.1%N/A0.091%
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead (Ad)

The AI boom continues to snowball with no signs of slowing... Google CEO, Sundar Pichai, made waves during a recent call with analysts, reminding them that the search engine company has been “AI first” since 2016.

Get the full story here.
8/7/2020 Dakota Wealth Management45,136$642K0.1%-1.8%0.530%
7/31/2020 UBS Group AG3,881$55K0.0%+140.9%0.046%
7/27/2020Garner Asset Management Corp35,654$507K0.4%-7.3%0.418%
7/17/2020 Raymond James Financial Services Advisors Inc.17,016$242K0.0%N/A0.200%
5/18/2020 Karpus Management Inc.2,085,139$29.09M1.1%+0.8%24.473%
5/18/2020RiverNorth Capital Management LLC387,640$5.41M0.4%+353.2%4.550%
5/15/2020CNH Partners LLC12,452$174K0.0%-12.8%0.146%
5/15/2020Morgan Stanley26,871$375K0.0%-34.8%0.315%
5/14/2020 Wells Fargo & Company MN354,035$4.94M0.0%-10.1%4.155%
5/13/2020 City of London Investment Management Co. Ltd.35,910$501K0.0%-32.9%0.421%
(Data available from 1/1/2016 forward)

DTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTF shares?

During the previous two years, 16 institutional investors and hedge funds held shares of DTF Tax-Free Income 2028 Term Fund. The most heavily invested institutionals were Karpus Management Inc. ($6.82M), 1607 Capital Partners LLC ($6.00M), Relative Value Partners Group LLC ($5.65M), Rivernorth Capital Management LLC ($4.51M), Atlas Wealth LLC ($3.48M), Sit Investment Associates Inc. ($2.00M), and Robinson Capital Management LLC ($1.89M).Learn more on DTF's institutional investors.

What percentage of DTF Tax-Free Income 2028 Term Fund stock is owned by institutional investors?

43.81% of DTF Tax-Free Income 2028 Term Fund stock is owned by institutional investors. Learn more on DTF's institutional investor holdings.

Which institutional investors have been buying DTF Tax-Free Income 2028 Term Fund stock?

Of the 12 institutional investors that purchased DTF Tax-Free Income 2028 Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Relative Value Partners Group LLC ($405.37K), Rivernorth Capital Management LLC ($316.83K), Atlas Wealth LLC ($289.80K), Almitas Capital LLC ($36.50K), Thomas J. Herzfeld Advisors Inc. ($28.22K), Robinson Capital Management LLC ($20K), and Melfa Wealth Management LLC ($14.08K).

How much institutional buying is happening at DTF Tax-Free Income 2028 Term Fund?

Institutional investors have bought a total of 1,134,788 shares in the last 24 months. This purchase volume represents approximately $12.73M in transactions.

Which DTF Tax-Free Income 2028 Term Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold DTF Tax-Free Income 2028 Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($287.15K), Robinson Capital Management LLC ($169.09K), City of London Investment Management Co. Ltd. ($65.34K), Almitas Capital LLC ($38.12K), 1607 Capital Partners LLC ($25.38K), Dakota Wealth Management ($14.17K), and Raymond James Financial Services Advisors Inc. ($2.14K).

How much institutional selling is happening at DTF Tax-Free Income 2028 Term Fund?

Institutional investors have sold a total of 604,009 shares in the last 24 months. This volume of shares sold represents approximately $6.94M in transactions.


Related Companies:
This page (NYSE:DTF) was last updated on 5/15/2024 by MarketBeat.com Staff

From Our Partners
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
With revenue forecasted to grow dramatically in 2024 and beyond, this company should be on your radar
Stocks News
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
Trump’s “Tax Free” Retirement Strategy
Gold Safe Exchange
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
Charles Payne Demystifies Options
Unstoppable Prosperity
The A.I. story nobody is telling you (Read ASAP)
TradeSmith