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 | 02/12/2026 | 920.58 K | $10.51 M | 0.00% | 13.10% |
| COLONY GROUP, LLC | 02/13/2026 | 480.86 K | $5.49 M | 2,687.25% | 6.84% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 350.94 K | $4.01 M | 0.00% | 4.99% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 02/17/2026 | 334.93 K | $3.82 M | 8.53% | 4.76% |
| HARA CAPITAL LLC | 01/15/2026 | 288.19 K | $3.29 M | 4.69% | 4.10% |
| SEVEN MILE ADVISORY | 02/13/2026 | 126.48 K | $1.44 M | 0.00% | 1.80% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 95.63 K | $1.09 M | -17.30% | 1.36% |
| MORGAN STANLEY | 02/13/2026 | 80.71 K | $921.74 K | 1.89% | 1.15% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 71.01 K | $810.96 K | 0.00% | 1.01% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 62.41 K | $712.73 K | -41.16% | 0.89% |
| AVISE FINANCIAL COOPERATIVE, INC. | 02/11/2026 | 47.03 K | $537.05 K | 100.00% | 0.67% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 21.03 K | $240.17 K | 82.32% | 0.30% |
| 02/10/2026 | 19.64 K | $224.27 K | 0.86% | 0.28% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 19.49 K | $222.60 K | 4.31% | 0.28% |
| CORPS CAPITAL ADVISORS, LLC | 02/13/2026 | 19.00 K | $216.98 K | 0.00% | 0.27% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 18.42 K | $210.38 K | 0.00% | 0.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 17.83 K | $203.63 K | 100.00% | 0.25% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 17.54 K | $200.32 K | -0.10% | 0.25% |
| NUVEEN, LLC | 02/12/2026 | 16.08 K | $183.60 K | 0.00% | 0.23% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 14.55 K | $166.10 K | 0.00% | 0.21% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 14.55 K | $166.10 K | 100.00% | 0.21% |
| 02/11/2026 | 14.43 K | $164.83 K | 100.00% | 0.21% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 10.94 K | $124.93 K | -23.71% | 0.16% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 6.15 K | $70.28 K | 100.00% | 0.09% |
| CENTENNIAL BANK/AR/ | 02/17/2026 | 1.50 K | $17.13 K | 0.00% | 0.02% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 1.25 K | $14.28 K | 100.00% | 0.02% |
| WFA OF SAN DIEGO, LLC | 02/17/2026 | 1.00 K | $11.42 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 807 | $9.23 K | -56.38% | 0.01% |
| CEDAR WEALTH MANAGEMENT, LLC | 02/06/2026 | 732 | $8.36 K | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 597 | $6.82 K | -93.89% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 501 | $5.72 K | 0.00% | 0.01% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02/11/2026 | 400 | $4.57 K | 0.00% | 0.01% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 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:
Beverly Hills Private Wealth, LLC: 336,342
Avise Financial Cooperative, Inc.: 47,028
Sanctuary Advisors, LLC: 18,300
Nuveen, LLC: 16,077
MELFA WEALTH MANAGEMENT, LLC: 10,939
UBS Group AG: 1,358
43.75% of DTF Tax-Free Income 2028 Term Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.15 M shares in the last 24 months. This purchase volume represents approximately $36.05 M in transactions.