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 | 05/13/2026 | 923.46 K | $10.57 M | 0.31% | 13.14% |
| COLONY GROUP, LLC | 05/15/2026 | 450.15 K | $5.36 M | -6.39% | 6.40% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 355.09 K | $4.07 M | 1.18% | 5.05% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 05/04/2026 | 336.34 K | $3.85 M | 0.42% | 4.78% |
| HARA CAPITAL LLC | 05/14/2026 | 303.99 K | $3.48 M | 5.48% | 4.32% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 105.61 K | $1.21 M | 10.44% | 1.50% |
| MORGAN STANLEY | 05/15/2026 | 82.78 K | $947.79 K | 2.56% | 1.18% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 71.01 K | $813.09 K | 0.00% | 1.01% |
| AVISE FINANCIAL COOPERATIVE, INC. | 04/23/2026 | 47.03 K | $538.47 K | 0.00% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 37.28 K | $426.89 K | 109.09% | 0.53% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 36.41 K | $416.84 K | -41.67% | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.48 K | $314.68 K | 41.00% | 0.39% |
| 05/07/2026 | 19.81 K | $226.78 K | 0.86% | 0.28% | |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 19.21 K | $219.97 K | -8.65% | 0.27% |
| CORPS CAPITAL ADVISORS, LLC | 05/14/2026 | 19.00 K | $217.55 K | 0.00% | 0.27% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 18.30 K | $209.54 K | -0.66% | 0.26% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 17.54 K | $200.84 K | 0.00% | 0.25% |
| NUVEEN, LLC | 04/30/2026 | 16.08 K | $184.08 K | 0.00% | 0.23% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 14.55 K | $166.54 K | 0.00% | 0.21% |
| 05/11/2026 | 14.43 K | $165.26 K | 0.00% | 0.21% | |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 13.65 K | $156.34 K | 100.00% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 10.94 K | $125.25 K | 0.00% | 0.16% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 3.23 K | $37.01 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.62 K | $18.56 K | 100.74% | 0.02% |
| CENTENNIAL BANK/AR/ | 05/06/2026 | 1.50 K | $17.18 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 1.36 K | $15.55 K | 127.47% | 0.02% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 1.25 K | $14.31 K | 0.00% | 0.02% |
| WFA OF SAN DIEGO, LLC | 05/11/2026 | 1.00 K | $11.45 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 501 | $5.74 K | 0.00% | 0.01% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 400 | $4.58 K | 0.00% | 0.01% |
| FMR LLC | 05/15/2026 | 1 | $11 | 100.00% | 0.00% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CEDAR WEALTH MANAGEMENT, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
| SEVEN MILE ADVISORY | 04/14/2026 | 0 | $0 | -100.00% | 0.00% |
DTF Tax-Free Income 2028 Term Fund Inc institutional Ownership - FAQ's
During the previous two years, 43 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: 923,460
Colony Group, LLC: 450,151
Almitas Capital LLC: 355,089
Beverly Hills Private Wealth, LLC: 336,342
Hara Capital LLC: 303,989
1607 Capital Partners, LLC: 105,609
41.98% of DTF Tax-Free Income 2028 Term Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.14 M shares in the last 24 months. This purchase volume represents approximately $35.91 M in transactions.