DTF Tax-Free Income 2028 Term Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.12 M | $12.90 M | 20.93% | 15.89% |
| COLONY GROUP, LLC | 08/12/2026 | 425.40 K | $4.91 M | -5.50% | 6.05% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 355.09 K | $4.10 M | 0.00% | 5.05% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/07/2026 | 335.92 K | $3.88 M | -0.13% | 4.78% |
| HARA CAPITAL LLC | 08/11/2026 | 307.69 K | $3.55 M | 1.22% | 4.38% |
| MORGAN STANLEY | 08/13/2026 | 79.78 K | $921.42 K | -3.62% | 1.13% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 71.01 K | $820.19 K | 0.00% | 1.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 65.26 K | $753.73 K | 377.94% | 0.93% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 64.09 K | $740.25 K | -39.31% | 0.91% |
| LPL FINANCIAL LLC | 08/07/2026 | 61.90 K | $714.88 K | 66.01% | 0.88% |
| AVISE FINANCIAL COOPERATIVE, INC. | 08/06/2026 | 46.93 K | $542.09 K | -0.20% | 0.67% |
| 49 WEALTH MANAGEMENT, LLC | 08/18/2026 | 22.32 K | $257.74 K | 100.00% | 0.32% |
| ALONGSIDE, LLC | 08/14/2026 | 22.32 K | $257.74 K | 100.00% | 0.32% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 19.47 K | $224.90 K | -1.69% | 0.28% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 19.21 K | $221.89 K | 0.00% | 0.27% |
| CORPS CAPITAL ADVISORS, LLC | 07/22/2026 | 19.00 K | $219.45 K | 0.00% | 0.27% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 17.52 K | $202.33 K | -0.13% | 0.25% |
| NUVEEN, LLC | 08/11/2026 | 16.08 K | $185.69 K | 0.00% | 0.23% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 15.98 K | $184.52 K | 10.69% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 15.22 K | $175.83 K | -44.61% | 0.22% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 14.55 K | $168.00 K | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.40 K | $154.82 K | 100.00% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 10.94 K | $126.35 K | 0.00% | 0.16% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 10.00 K | $115.50 K | -45.36% | 0.14% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 3.23 K | $37.33 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.63 K | $18.78 K | 0.37% | 0.02% |
| CENTENNIAL BANK/AR/ | 08/10/2026 | 1.50 K | $17.33 K | 0.00% | 0.02% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 1.25 K | $14.44 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 501 | $5.79 K | 0.00% | 0.01% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 400 | $4.62 K | 0.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 333 | $3.85 K | -75.48% | 0.00% |
| FMR LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WFA OF SAN DIEGO, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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DTF Tax-Free Income 2028 Term Fund Inc institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of DTF Tax-Free Income 2028 Term Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.12 M
Colony Group, LLC: 425,402
Almitas Capital LLC: 355,089
Beverly Hills Private Wealth, LLC: 335,921
Hara Capital LLC: 307,689
MORGAN STANLEY: 79,776
44.88% of DTF Tax-Free Income 2028 Term Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.38 M shares in the last 24 months. This purchase volume represents approximately $38.63 M in transactions.