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 |
|---|---|---|---|---|---|
| American National Bank | 170 | $5.00K | 0.00% | −170−50.0% | Reduced |
| D'Orazio & Associates, Inc. | 251 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $11.0K | 0.00% | +365 | New |
| Sound Income Strategies, LLC | 472 | $14.0K | 0.00% | +472 | New |
| Webster Bank, N. A. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $15.0K | 0.00% | +500 | New |
| American Portfolios Advisors | 572 | $16.7K | 0.00% | +372+186.0% | Added |
| Arkadios Wealth Advisors | 712 | $20.0K | 0.00% | +572+408.6% | Added |
| North Star Investment Management Corp. | 850 | $25.0K | 0.00% | +350+70.0% | Added |
| MCF Advisors LLC | 881 | $26.0K | 0.00% | +14+1.6% | Added |
| Citigroup Inc | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 2,287 | $67.0K | 0.00% | −323−12.4% | Reduced |
| Huntington National Bank | – | $82.0K | 0.00% | – | – |
| Walled Lake Planning & Wealth Management, LLC | 3,850 | $113.0K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 4,290 | $126.0K | 0.01% | +4,290 | New |
| Northwestern Mutual Wealth Management Co | 4,380 | $128.0K | 0.00% | +55+1.3% | Added |
| 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 |
| Gill Capital Partners, LLC | 7,134 | $209.0K | 0.10% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7,206 | $211.0K | 0.05% | +70+1.0% | Added |
| Mercer Global Advisors Inc | 7,458 | $218.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,000 | $234.0K | 0.00% | +8,000 | New |
| Wolverine Asset Management LLC | 8,284 | $242.0K | 0.00% | +8,284 | New |
| Harbour Investments, Inc. | 8,674 | $254.0K | 0.01% | +66+0.8% | Added |
| Indie Asset Partners, LLC | 9,173 | $269.0K | 0.22% | +1,173+14.7% | Added |
| Berkeley Capital Partners, LLC | 10,000 | $293.0K | 0.13% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 10,360 | $303.0K | 0.22% | +10,360 | New |
| HighTower Advisors, LLC | 10,867 | $318.0K | 0.00% | +14+0.1% | Added |
| Raymond James Trust N.A. | 10,920 | $320.0K | 0.01% | −2,867−20.8% | Reduced |
| Royal Bank of Canada | 11,500 | $337.0K | 0.00% | −219−1.9% | Reduced |
| Clarus Group, Inc. | 12,959 | $379.0K | 0.28% | −5,476−29.7% | Reduced |
| Kestra Advisory Services, LLC | 13,374 | $392.0K | 0.00% | +4,760+55.3% | Added |
| Aviance Capital Partners, LLC | 13,750 | $403.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 15,015 | $439.0K | 0.00% | +4,518+43.0% | Added |
| AdvisorNet Financial, Inc | 15,880 | $465.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 17,775 | $520.0K | 0.23% | +2,003+12.7% | Added |
| Guggenheim Capital LLC | 18,921 | $554.0K | 0.00% | −13,429−41.5% | Reduced |
| Spire Wealth Management | 18,967 | $555.0K | 0.02% | −60.0% | Reduced |
| First Foundation Advisors | 20,618 | $604.0K | 0.02% | −11,640−36.1% | Reduced |
| Bank of America Corp | 21,337 | $625.0K | 0.00% | +43+0.2% | Added |
| Covington Capital Management | 22,400 | $656.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 23,530 | $689.0K | 0.06% | +43+0.2% | Added |
| Cetera Advisor Networks LLC | 23,755 | $696.0K | 0.01% | +13,755+137.5% | Added |
| Wedbush Securities Inc | 24,342 | $713.0K | 0.03% | +8,742+56.0% | Added |
| Merit Financial Group, LLC | 25,974 | $761.0K | 0.07% | +83+0.3% | Added |
| The PNC Financial Services Group, Inc. | 26,302 | $769.0K | 0.00% | +272+1.0% | Added |
| Adell Harriman & Carpenter Inc | 26,400 | $773.0K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 30,256 | $886.0K | 0.11% | −76−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,791 | $902.0K | 0.29% | +1,895+6.6% | Added |
| Centaurus Financial, Inc. | 32,022 | $938.0K | 0.08% | −3,012−8.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,034 | $1.08M | 0.01% | −1,852−4.8% | Reduced |
| Stifel Financial Corp | 37,060 | $1.08M | 0.00% | −735−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 37,360 | $1.09M | 0.17% | −2,117−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 37,821 | $1.11M | 0.00% | +5,329+16.4% | Added |
| Advisor Group Holdings, Inc. | 44,763 | $1.31M | 0.00% | +2,478+5.9% | Added |
| Mathes Company, Inc. | 47,150 | $1.38M | 0.50% | −500−1.0% | Reduced |
| Wells Fargo & Company | 51,149 | $1.50M | 0.00% | −63,484−55.4% | Reduced |
| Jefferies Group LLC | 55,124 | $1.61M | 0.03% | −877−1.6% | Reduced |
| Ameriprise Financial Inc | 59,628 | $1.76M | 0.00% | +10,810+22.1% | Added |
| Private Advisor Group, LLC | 74,466 | $2.18M | 0.02% | +2,552+3.5% | Added |
| Morgan Stanley | 82,694 | $2.42M | 0.00% | +876+1.1% | Added |
| 1776 Wealth LLC | 129,674 | $3.80M | 2.16% | +528+0.4% | Added |
| Cohen & Steers, Inc. | 135,841 | $3.98M | 0.01% | −74,355−35.4% | Reduced |
| Invesco Ltd. | 147,459 | $4.32M | 0.00% | +14,853+11.2% | Added |
| Oxbow Advisors, LLC | 173,288 | $5.07M | 0.53% | +7,900+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 190,762 | $5.59M | 0.01% | +2,467+1.3% | Added |
| LPL Financial LLC | 201,536 | $5.90M | 0.01% | +5,216+2.7% | Added |
| Raymond James & Associates | 529,419 | $15.5M | 0.01% | +5,759+1.1% | Added |
| 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 |