Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

DTF Tax-Free Income 2028 Term Fund logo
$11.34 -0.01 (-0.09%)
As of 03:39 PM 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)
$21.63M
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.

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%
5/20/2025 Focus Partners Wealth16,956$190K0.0%N/A0.241%
5/16/2025 Almitas Capital LLC309,611$3.47M1.2%-4.0%4.404%
5/16/2025 1607 Capital Partners LLC127,136$1.43M0.1%-39.6%1.808%
5/13/2025 Kovitz Investment Group Partners LLC493,570$5.53M0.0%-0.4%7.021%
5/13/2025 Sit Investment Associates Inc.910,488$10.21M0.2%+47.0%12.951%
5/12/2025 Nuveen LLC16,077$180K0.0%N/A0.229%
4/30/2025 Hara Capital LLC247,965$2.78M1.9%+0.7%3.527%
4/30/2025Financial Gravity Asset Management Inc.3,232$36K0.0%N/A0.046%
4/30/2025 Beverly Hills Private Wealth LLC306,088$3.43M0.7%+23.0%4.354%
3/14/2025 Hara Capital LLC246,165$2.76M1.7%-46.8%0.000%
2/17/2025 Beverly Hills Private Wealth LLC248,947$2.79M0.6%+146.6%0.000%
2/17/2025 Almitas Capital LLC322,432$3.62M0.8%-1.5%0.000%
2/14/2025 Kovitz Investment Group Partners LLC495,416$5.56M0.0%-4.0%0.000%
2/13/2025 1607 Capital Partners LLC210,636$2.36M0.2%-33.7%0.000%
2/13/2025 Sit Investment Associates Inc.619,371$6.95M0.2%N/A0.000%
2/10/2025 GWN Securities Inc.13,800$155K0.0%N/A0.000%
2/10/2025 Corient Private Wealth LLC102,784$1.15M0.0%-10.9%0.000%
2/3/2025 Corps Capital Advisors LLC19,000$213K0.2%N/A0.000%
1/31/2025 Hara Capital LLC329,552$3.70M2.4%-28.7%0.000%
1/31/2025Sanctuary Advisors LLC18,619$210K0.0%-19.5%0.000%
1/31/2025 J.W. Cole Advisors Inc.14,780$166K0.0%+20.4%0.000%
1/29/2025 Allspring Global Investments Holdings LLC35,047$393K0.0%-69.0%0.000%
11/25/2024Sanctuary Advisors LLC23,119$260K0.0%+14.9%0.329%
11/20/2024 Virtu Financial LLC18,347$207K0.0%N/A0.261%
11/15/2024 Kovitz Investment Group Partners LLC516,308$5.82M0.0%N/A7.344%
11/7/2024 Thrivent Financial for Lutherans27,326$308K0.0%N/A0.389%
11/4/2024 Wolverine Asset Management LLC4,834$54K0.0%-77.3%0.069%
10/31/2024 Hara Capital LLC462,306$5.21M3.2%+27.6%6.576%
10/24/2024 J.W. Cole Advisors Inc.12,280$138K0.0%N/A0.175%
10/19/2024 Allspring Global Investments Holdings LLC113,147$1.28M0.0%-5.8%1.609%
9/5/2024Sanctuary Advisors LLC20,119$216K0.0%N/A0.286%
8/16/2024 Almitas Capital LLC353,247$3.87M1.6%+1.2%5.025%
8/15/2024 Logan Stone Capital LLC79,979$877K0.2%-18.6%1.138%
8/8/2024 Beverly Hills Private Wealth LLC58,502$641K0.1%+105.2%0.832%
8/2/2024 Wolverine Asset Management LLC21,264$233K0.0%-54.1%0.302%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.tc pixel

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
7/29/2024 Hara Capital LLC362,231$3.97M2.5%-0.7%5.153%
5/10/2024 City of London Investment Management Co. Ltd.71,012$763K0.1%-47.9%1.010%
2/14/2024 Garner 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%
2/12/2024Relative 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%
8/15/2023 Rivernorth 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%
10/25/2022Raymond 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%
7/29/2022 Garner 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%
5/16/2022 Rivernorth 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%
2/9/2022 Aquire Wealth Advisors LLC8,955$128K0.1%N/A0.105%
2/8/2022Raymond 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%
11/15/2021 Rivernorth 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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. tc pixel

Discover the under-the-radar project I believe will skyrocket as a result.
11/5/2021 PNC Financial Services Group Inc.31,952$462K0.0%-9.5%0.375%
10/29/2021 Garner 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%
8/16/2021 Rivernorth 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%
(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 1,925,207 shares in the last 24 months. This purchase volume represents approximately $21.63M 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 8/25/2025 by MarketBeat.com Staff
From Our Partners
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
The $7 company helping Nvidia build the world’s first trillion-dollar robot …
Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...
Weiss Ratings | 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
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsoredtc pixel