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DTF

DTF Tax-Free Income 2028 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.3M +$84.7K +7,581 +0.8%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.28M -$247K -22,126 -4%
AC
3
Almitas Capital
California
$3.92M +$453K +40,517 +13%
BHPW
4
Beverly Hills Private Wealth
California
$3.5M +$77.7K +6,955 +2%
HC
5
Hara Capital
Washington
$2.86M +$85.4K +7,642 +3%
1CP
6
1607 Capital Partners
Virginia
$1.38M -$39.2K -3,507 -3%
RCM
7
Rivernorth Capital Management
Florida
$1.19M -$115K -10,285 -9%
Morgan Stanley
8
Morgan Stanley
New York
$841K -$170K -15,201 -17%
COLIM
9
City of London Investment Management
United Kingdom
$795K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$218K +$26K +2,327 +14%
BW
11
Basepoint Wealth
Iowa
$216K +$1.87K +167 +0.9%
CCA
12
Corps Capital Advisors
Texas
$213K
SA
13
Sanctuary Advisors
Indiana
$206K
Corient Private Wealth
14
Corient Private Wealth
Florida
$196K
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$191K +$1.65K +148 +0.9%
Nuveen
16
Nuveen
North Carolina
$180K
JWCA
17
J.W. Cole Advisors
Florida
$165K +$165K +14,780 New
ACA
18
Aptus Capital Advisors
Alabama
$163K
MWM
19
Melfa Wealth Management
Massachusetts
$160K
UBS Group
20
UBS Group
Switzerland
$128K +$13.1K +1,169 +11%
Raymond James Financial
21
Raymond James Financial
Florida
$68.7K +$68.6K +6,135 New
FGC
22
Financial Gravity Companies
Texas
$36.2K +$36.1K +3,232 New
Osaic Holdings
23
Osaic Holdings
Arizona
$20.7K +$8.96K +802 +77%
CB
24
Centennial Bank
Arkansas
$16.8K
WOSD
25
WFA of San Diego
California
$11.2K +$11.2K +1,000 New