Purchases and Sales Made in Q3 2025 in Dtf Tax Free Income 2028 Term Fund Inc (DTF)
This table provides information about the institutional ownership of Dtf Tax Free Income 2028 Term Fund Inc (DTF) during Q3 2025. The information is specifically focused on institutions that hold shares of DTF TAX-FREE INCOME 2028 TERM FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
126KNew |
$1.41M - $1.44M
|
126K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
19.7K+ 7.7% |
$220K - $224K
|
275K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
11.5KNew |
$129K - $131K
|
11.5K
$131K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.02K+ 5.34% |
$44.9K - $45.7K
|
79.2K
$901K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.51K+ 0.27% |
$28.1K - $28.6K
|
921K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
812+ 0.23% |
$9.08K - $9.24K
|
351K
$3.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
167+ 0.87% |
$1.87K - $1.9K
|
19.5K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.16% |
$33.5 - $34.1
|
1.85K
$21.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300- 37.45% |
$3.35K - $3.41K
|
501
$5.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-801- 4.11% |
$8.96K - $9.12K
|
18.7K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.66K- 14.55% |
$18.6K - $18.9K
|
9.77K
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.7K- 11.5% |
$19K - $19.3K
|
13.1K
$149K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.45K- 1.42% |
$49.7K - $50.6K
|
309K
$3.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.5K- 0.96% |
$50.3K - $51.2K
|
467K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-8K- 6.47% |
$89.4K - $91K
|
116K
$1.32M
|
|