Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
DFP- Exchange
- NYSE
- SEC CIK
- 0001559991
No open-market purchases or sales by Flaherty & Crumrine Dynamic Preferred & Income Fund Inc insiders were filed in the last 90 days; 84 institutions reported holding it in 13F filings for Q2 2026, worth $114.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 72
- +3 vs. Q1 2021
- Shares held
- 2.66M
- −84.4K (−3.1%) vs. Q1 2021
- Total value
- $77.9M
- −$4.69M (−5.7%) vs. Q1 2021
- New holders
- 7
- 32 more added
- Sold out
- 4
- 18 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DFP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 84 | $114.5M |
| Q1 2026 | 80 | $108.3M |
| Q4 2025 | 84 | $113.0M |
| Q3 2025 | 82 | $117.6M |
| Q2 2025 | 76 | $104.0M |
| Q1 2025 | 73 | $99.2M |
| Q4 2024 | 75 | $95.6M |
| Q3 2024 | 67 | $102.4M |
| Q2 2024 | 70 | $84.7M |
| Q1 2024 | 67 | $86.4M |
| Q4 2023 | 70 | $78.1M |
| Q3 2023 | 64 | $58.3M |
| Q2 2023 | 62 | $56.3M |
| Q1 2023 | 63 | $50.8M |
| Q4 2022 | 68 | $53.1M |
| Q3 2022 | 56 | $46.0M |
| Q2 2022 | 62 | $52.3M |
| Q1 2022 | 63 | $69.6M |
| Q4 2021 | 65 | $74.5M |
| Q3 2021 | 74 | $77.3M |
| Q2 2021 | 72 | $77.9M |
| Q1 2021 | 69 | $82.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 529,419 | $15.5M | 0.01% | +5,759+1.1% | Added |
| LPL Financial LLC | 201,536 | $5.90M | 0.01% | +5,216+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,762 | $5.59M | 0.01% | +2,467+1.3% | Added |
| Oxbow Advisors, LLC | 173,288 | $5.07M | 0.53% | +7,900+4.8% | Added |
| Invesco Ltd. | 147,459 | $4.32M | 0.00% | +14,853+11.2% | Added |
| Cohen & Steers, Inc. | 135,841 | $3.98M | 0.01% | −74,355−35.4% | Reduced |
| 1776 Wealth LLC | 129,674 | $3.80M | 2.16% | +528+0.4% | Added |
| Morgan Stanley | 82,694 | $2.42M | 0.00% | +876+1.1% | Added |
| Private Advisor Group, LLC | 74,466 | $2.18M | 0.02% | +2,552+3.5% | Added |
| Ameriprise Financial Inc | 59,628 | $1.76M | 0.00% | +10,810+22.1% | Added |
| Jefferies Group LLC | 55,124 | $1.61M | 0.03% | −877−1.6% | Reduced |
| Wells Fargo & Company | 51,149 | $1.50M | 0.00% | −63,484−55.4% | Reduced |
| Mathes Company, Inc. | 47,150 | $1.38M | 0.50% | −500−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 44,763 | $1.31M | 0.00% | +2,478+5.9% | Added |
| Commonwealth Equity Services, LLC | 37,821 | $1.11M | 0.00% | +5,329+16.4% | Added |
| Ashton Thomas Private Wealth, LLC | 37,360 | $1.09M | 0.17% | −2,117−5.4% | Reduced |
| Stifel Financial Corp | 37,060 | $1.08M | 0.00% | −735−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,034 | $1.08M | 0.01% | −1,852−4.8% | Reduced |
| Centaurus Financial, Inc. | 32,022 | $938.0K | 0.08% | −3,012−8.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,791 | $902.0K | 0.29% | +1,895+6.6% | Added |
| Meridian Wealth Management, LLC | 30,256 | $886.0K | 0.11% | −76−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 26,400 | $773.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 26,302 | $769.0K | 0.00% | +272+1.0% | Added |
| Merit Financial Group, LLC | 25,974 | $761.0K | 0.07% | +83+0.3% | Added |
| Wedbush Securities Inc | 24,342 | $713.0K | 0.03% | +8,742+56.0% | Added |
| Cetera Advisor Networks LLC | 23,755 | $696.0K | 0.01% | +13,755+137.5% | Added |
| NEXT Financial Group, Inc | 23,530 | $689.0K | 0.06% | +43+0.2% | Added |
| Covington Capital Management | 22,400 | $656.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 21,337 | $625.0K | 0.00% | +43+0.2% | Added |
| First Foundation Advisors | 20,618 | $604.0K | 0.02% | −11,640−36.1% | Reduced |
| Spire Wealth Management | 18,967 | $555.0K | 0.02% | −60.0% | Reduced |
| Guggenheim Capital LLC | 18,921 | $554.0K | 0.00% | −13,429−41.5% | Reduced |
| Lakeview Capital Partners, LLC | 17,775 | $520.0K | 0.23% | +2,003+12.7% | Added |
| AdvisorNet Financial, Inc | 15,880 | $465.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 15,015 | $439.0K | 0.00% | +4,518+43.0% | Added |
| Aviance Capital Partners, LLC | 13,750 | $403.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,374 | $392.0K | 0.00% | +4,760+55.3% | Added |
| Clarus Group, Inc. | 12,959 | $379.0K | 0.28% | −5,476−29.7% | Reduced |
| Royal Bank of Canada | 11,500 | $337.0K | 0.00% | −219−1.9% | Reduced |
| Raymond James Trust N.A. | 10,920 | $320.0K | 0.01% | −2,867−20.8% | Reduced |
| HighTower Advisors, LLC | 10,867 | $318.0K | 0.00% | +14+0.1% | Added |
| All Season Financial Advisors, Inc. | 10,360 | $303.0K | 0.22% | +10,360 | New |
| Berkeley Capital Partners, LLC | 10,000 | $293.0K | 0.13% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 9,173 | $269.0K | 0.22% | +1,173+14.7% | Added |
| Harbour Investments, Inc. | 8,674 | $254.0K | 0.01% | +66+0.8% | Added |
| Wolverine Asset Management LLC | 8,284 | $242.0K | 0.00% | +8,284 | New |
| Neuberger Berman Group LLC | 8,000 | $234.0K | 0.00% | +8,000 | New |
| Mercer Global Advisors Inc | 7,458 | $218.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7,206 | $211.0K | 0.05% | +70+1.0% | Added |
| Gill Capital Partners, LLC | 7,134 | $209.0K | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,022 | $206.0K | 0.00% | −24,714−77.9% | Reduced |
| BLB&B Advisors, LLC | 7,038 | $206.0K | 0.01% | +150+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,380 | $128.0K | 0.00% | +55+1.3% | Added |
| CX Institutional | 4,290 | $126.0K | 0.01% | +4,290 | New |
| Walled Lake Planning & Wealth Management, LLC | 3,850 | $113.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | – | $82.0K | 0.00% | – | – |
| Geneos Wealth Management Inc. | 2,287 | $67.0K | 0.00% | −323−12.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,540 | $45.0K | 0.01% | +5+0.3% | Added |
| CWM, LLC | 1,545 | $45.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 881 | $26.0K | 0.00% | +14+1.6% | Added |
| North Star Investment Management Corp. | 850 | $25.0K | 0.00% | +350+70.0% | Added |
| Arkadios Wealth Advisors | 712 | $20.0K | 0.00% | +572+408.6% | Added |
| American Portfolios Advisors | 572 | $16.7K | 0.00% | +372+186.0% | Added |
| Webster Bank, N. A. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $15.0K | 0.00% | +500 | New |
| Sound Income Strategies, LLC | 472 | $14.0K | 0.00% | +472 | New |
| Advisory Services Network, LLC | 365 | $11.0K | 0.00% | +365 | New |
| D'Orazio & Associates, Inc. | 251 | $7.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 170 | $5.00K | 0.00% | −170−50.0% | Reduced |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |