Free Trial
→ Forget AI Stocks — This Device Will REPLACE the Microchip (From Banyan Hill Publishing) (Ad)tc pixel Free DTF Stock Alerts

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

DTF Tax-Free Income 2028 Term Fund logo
$11.36 +0.03 (+0.22%)
As of 11:21 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
15
Total
Institutional Inflows
(last 12 months)
$21.41M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.84M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/15/2025 Hara Capital LLC255,607$2.86M1.8%+3.1%3.636%
8/14/2025 Raymond James Financial Inc.6,135$69K0.0%N/A0.087%
8/12/2025 J.W. Cole Advisors Inc.14,780$165K0.0%N/A0.210%
8/8/2025 Financial Gravity Companies Inc.3,232$36K0.0%N/A0.046%
7/29/2025 Beverly Hills Private Wealth LLC313,043$3.50M0.7%+2.3%4.453%
5/20/2025Focus Partners Wealth16,956$190K0.0%N/A0.241%
5/16/2025Almitas Capital LLC309,611$3.47M1.2%-4.0%4.404%
5/16/20251607 Capital Partners LLC127,136$1.43M0.1%-39.6%1.808%
5/13/2025Kovitz Investment Group Partners LLC493,570$5.53M0.0%-0.4%7.021%
5/13/2025Sit Investment Associates Inc.910,488$10.21M0.2%+47.0%12.951%
5/12/2025Nuveen LLC16,077$180K0.0%N/A0.229%
4/30/2025Hara Capital LLC247,965$2.78M1.9%+0.7%3.527%
4/30/2025Financial Gravity Asset Management Inc.3,232$36K0.0%N/A0.046%
4/30/2025Beverly Hills Private Wealth LLC306,088$3.43M0.7%+23.0%4.354%
3/14/2025Hara Capital LLC246,165$2.76M1.7%-46.8%0.000%
2/17/2025Beverly Hills Private Wealth LLC248,947$2.79M0.6%+146.6%0.000%
2/17/2025Almitas Capital LLC322,432$3.62M0.8%-1.5%0.000%
2/14/2025Kovitz Investment Group Partners LLC495,416$5.56M0.0%-4.0%0.000%
2/13/20251607 Capital Partners LLC210,636$2.36M0.2%-33.7%0.000%
2/13/2025Sit Investment Associates Inc.619,371$6.95M0.2%N/A0.000%
2/10/2025GWN Securities Inc.13,800$155K0.0%N/A0.000%
2/10/2025Corient Private Wealth LLC102,784$1.15M0.0%-10.9%0.000%
2/3/2025Corps Capital Advisors LLC19,000$213K0.2%N/A0.000%
1/31/2025Hara Capital LLC329,552$3.70M2.4%-28.7%0.000%
1/31/2025Sanctuary Advisors LLC18,619$210K0.0%-19.5%0.000%
1/31/2025J.W. Cole Advisors Inc.14,780$166K0.0%+20.4%0.000%
1/29/2025Allspring Global Investments Holdings LLC35,047$393K0.0%-69.0%0.000%
11/25/2024Sanctuary Advisors LLC23,119$260K0.0%+14.9%0.329%
11/20/2024Virtu Financial LLC18,347$207K0.0%N/A0.261%
11/15/2024Kovitz Investment Group Partners LLC516,308$5.82M0.0%N/A7.344%
11/7/2024Thrivent Financial for Lutherans27,326$308K0.0%N/A0.389%
11/4/2024Wolverine Asset Management LLC4,834$54K0.0%-77.3%0.069%
10/31/2024Hara Capital LLC462,306$5.21M3.2%+27.6%6.576%
10/24/2024J.W. Cole Advisors Inc.12,280$138K0.0%N/A0.175%
10/19/2024Allspring Global Investments Holdings LLC113,147$1.28M0.0%-5.8%1.609%
9/5/2024Sanctuary Advisors LLC20,119$216K0.0%N/A0.286%
8/16/2024Almitas Capital LLC353,247$3.87M1.6%+1.2%5.025%
8/15/2024Logan Stone Capital LLC79,979$877K0.2%-18.6%1.138%
8/8/2024Beverly Hills Private Wealth LLC58,502$641K0.1%+105.2%0.832%
8/2/2024Wolverine Asset Management LLC21,264$233K0.0%-54.1%0.302%
7/29/2024Hara Capital LLC362,231$3.97M2.5%-0.7%5.153%
5/10/2024City 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%
2/13/20241607 Capital Partners LLC558,446$6.00M0.4%-0.6%7.944%
2/12/2024Relative Value Partners Group LLC525,090$5.65M0.3%+338.6%7.469%
11/21/2023Almitas Capital LLC24,372$260K0.1%-61.0%0.347%
11/14/2023Thomas J. Herzfeld Advisors Inc.29,723$317K0.1%+1,881.5%0.423%
11/9/2023Karpus Management Inc.638,815$6.82M0.2%-3.0%9.087%
11/7/2023Atlas Wealth LLC325,914$3.48M0.6%+43.1%4.636%
8/15/2023Rivernorth Capital Management LLC418,729$4.51M0.2%+31.5%5.956%
8/11/2023Karpus Management Inc.658,686$7.09M0.2%-3.4%9.370%
8/11/2023Almitas Capital LLC62,493$691K0.3%+140.5%0.889%
7/31/2023Dakota Wealth Management18,583$200K0.0%-17.6%0.264%
5/11/2023Karpus 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%
5/9/2023Atlas Wealth LLC191,682$2.12M0.4%+26.9%2.727%
5/8/2023Wolverine Asset Management LLC12,267$136K0.0%-11.6%0.174%
4/14/2023Dakota Wealth Management22,557$250K0.0%+16.2%0.321%
2/14/2023Atlas Wealth LLC150,998$1.65M0.4%N/A2.148%
2/10/2023Sit Investment Associates Inc.183,499$2.00M0.1%+1.3%2.610%
2/8/2023Dakota Wealth Management19,415$212K0.0%-13.9%0.276%
2/1/2023Wolverine Asset Management LLC13,880$151K0.0%N/A0.197%
1/31/2023Melfa Wealth Management LLC14,084$154K0.2%N/A0.200%
11/15/2022Karpus Management Inc.817,307$9.07M0.3%-6.0%9.593%
11/15/20221607 Capital Partners LLC591,238$6.56M0.5%-1.1%6.939%
11/10/2022Dakota Wealth Management22,557$250K0.0%-10.1%0.265%
10/25/2022Raymond James Financial Services Advisors Inc.14,496$161K0.0%-12.9%0.170%
8/16/2022Chilton Capital Management LLC2,300$27K0.0%N/A0.027%
8/15/2022Karpus Management Inc.869,445$10.29M0.3%-17.2%10.204%
8/5/2022Dakota 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%
5/17/20221607 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%
5/10/2022Karpus Management Inc.1,049,651$13.64M0.4%-19.7%12.318%
4/12/2022Matisse Capital46,775$608K0.6%-2.6%0.549%
2/16/2022Ackerman Capital Advisors LLC13,834$198K0.0%N/A0.162%
2/15/2022Karpus Management Inc.1,306,789$18.67M0.5%-1.3%15.336%
2/15/2022Chilton Capital Management LLC2,300$33K0.0%N/A0.027%
2/9/2022Wolverine Asset Management LLC15,380$219K0.0%-56.2%0.180%
2/9/2022Aquire Wealth Advisors LLC8,955$128K0.1%N/A0.105%
2/8/2022Raymond James & Associates12,997$186K0.0%+13.0%0.153%
2/8/2022First Trust Advisors LP26,248$375K0.0%-38.7%0.308%
2/2/2022Quad Cities Investment Group LLC10,069$144K0.1%N/A0.118%
1/28/2022Allspring Global Investments Holdings LLC138,613$1.98M0.0%N/A1.627%
1/28/2022Amplius 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%
11/5/2021PNC 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%
8/17/2021Wells 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%
8/16/2021First Trust Advisors LP43,572$654K0.0%+30.3%0.511%
8/16/20211607 Capital Partners LLC451,260$6.77M0.3%+0.3%5.296%
(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, 27 institutional investors and hedge funds held shares of DTF Tax-Free Income 2028 Term Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($10.21M), Karpus Management Inc. ($6.82M), Relative Value Partners Group LLC ($5.65M), Kovitz Investment Group Partners LLC ($5.53M), Beverly Hills Private Wealth LLC ($3.50M), Atlas Wealth LLC ($3.48M), and Almitas Capital LLC ($3.47M).Learn more on DTF Tax-Free Income 2028 Term Fund's institutional investors.

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

43.81% of DTF Tax-Free Income 2028 Term Fund's 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's stock?

Of the 19 institutional investors that purchased DTF Tax-Free Income 2028 Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($910.49K), Kovitz Investment Group Partners LLC ($516.31K), Relative Value Partners Group LLC ($405.37K), Beverly Hills Private Wealth LLC ($242.10K), Hara Capital LLC ($109.52K), Atlas Wealth LLC ($98.12K), and J.W. Cole Advisors Inc. ($29.56K).

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

Institutional investors have bought a total of 1,905,088 shares in the last 24 months. This purchase volume represents approximately $21.41M in transactions.

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

The following institutional investors have sold DTF Tax-Free Income 2028 Term Fund stock in the last 24 months: Hara Capital LLC ($348.90K), 1607 Capital Partners LLC ($190.57K), Allspring Global Investments Holdings LLC ($85.10K), Kovitz Investment Group Partners LLC ($22.74K), Almitas Capital LLC ($17.76K), Wolverine Asset Management LLC ($16.43K), and Corient Private Wealth LLC ($12.55K).

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

Institutional investors have sold a total of 698,541 shares in the last 24 months. This volume of shares sold represents approximately $7.84M in transactions.


Related Companies

This page (NYSE:DTF) was last updated on 9/15/2025 by MarketBeat.com Staff
From Our Partners
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
GENIUS Act: The Plot to Seize Your Cash?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel