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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
$10.5M +$28.3K +2,513 +0.3%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.34M -$50.8K -4,503 -1%
AC
3
Almitas Capital
California
$4.01M +$9.16K +812 +0.2%
BHPW
4
Beverly Hills Private Wealth
California
$3.53M -$50.1K -4,445 -1%
HC
5
Hara Capital
Washington
$3.15M +$222K +19,684 +8%
SMA
6
Seven Mile Advisory
New Jersey
$1.45M +$1.43M +126,477 New
1CP
7
1607 Capital Partners
Virginia
$1.32M -$90.2K -8,000 -6%
RCM
8
Rivernorth Capital Management
Florida
$1.21M
Morgan Stanley
9
Morgan Stanley
New York
$905K +$45.3K +4,019 +5%
COLIM
10
City of London Investment Management
United Kingdom
$812K
BW
11
Basepoint Wealth
Iowa
$223K +$1.88K +167 +0.9%
CCA
12
Corps Capital Advisors
Texas
$217K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$214K -$9.03K -801 -4%
SA
14
Sanctuary Advisors
Indiana
$211K
Corient Private Wealth
15
Corient Private Wealth
Florida
$201K
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$197K +$1.67K +148 +0.9%
Nuveen
17
Nuveen
North Carolina
$184K
ACA
18
Aptus Capital Advisors
Alabama
$166K
MWM
19
Melfa Wealth Management
Massachusetts
$164K
JWCA
20
J.W. Cole Advisors
Florida
$150K -$19.2K -1,700 -12%
KIM
21
Karpus Investment Management
New York
$132K +$130K +11,535 New
UBS Group
22
UBS Group
Switzerland
$112K -$18.8K -1,663 -15%
Osaic Holdings
23
Osaic Holdings
Arizona
$21K +$34 +3 +0.2%
CB
24
Centennial Bank
Arkansas
$17.1K
WOSD
25
WFA of San Diego
California
$11.4K