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

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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
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DTF Institutional Buying and Selling by Quarter

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

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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%
11/21/2023 Almitas 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%
8/11/2023 Almitas 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%
5/10/2023 Robinson 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%
2/10/2023 Sit 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%
8/4/2022 Robinson 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%
5/12/2022 Sit 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%
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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%
11/9/2021 Robinson 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%
5/10/2021 Kestra 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%
2/16/2021 Clough 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%
1/20/2021 Kestra 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%
11/12/2020 Kestra 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%
8/17/2020 CNH 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%
8/13/2020 Sit 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%
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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%
5/15/2020 CNH Partners LLC12,452$174K0.0%-12.8%0.146%
5/15/2020 Morgan 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.


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This page (NYSE:DTF) was last updated on 5/16/2024 by MarketBeat.com Staff

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