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, Q4 2021
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Dec 31, 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
- 65
- −8 vs. Q3 2021
- Shares held
- 2.69M
- +4.72K (+0.2%) vs. Q3 2021
- Total value
- $74.5M
- −$2.59M (−3.4%) vs. Q3 2021
- New holders
- 6
- 27 more added
- Sold out
- 14
- 19 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 530,269 | $14.7M | 0.01% | −2400.0% | Reduced |
| LPL Financial LLC | 217,154 | $6.03M | 0.01% | +1,454+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 184,089 | $5.11M | 0.01% | +4,975+2.8% | Added |
| Invesco Ltd. | 176,679 | $4.91M | 0.00% | +27,980+18.8% | Added |
| Oxbow Advisors, LLC | 146,824 | $4.08M | 0.39% | −9,072−5.8% | Reduced |
| 1776 Wealth LLC | 131,318 | $3.65M | 1.96% | +924+0.7% | Added |
| Cohen & Steers, Inc. | 103,841 | $2.88M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 90,516 | $2.52M | 0.02% | +8,364+10.2% | Added |
| Morgan Stanley | 79,130 | $2.20M | 0.00% | −4,495−5.4% | Reduced |
| Ameriprise Financial Inc | 77,545 | $2.15M | 0.00% | +10,979+16.5% | Added |
| Jefferies Group LLC | 54,359 | $1.51M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 50,231 | $1.40M | 0.01% | +1,323+2.7% | Added |
| Wolverine Asset Management LLC | 46,736 | $1.30M | 0.02% | +16,763+55.9% | Added |
| Commonwealth Equity Services, LLC | 45,030 | $1.25M | 0.00% | +211+0.5% | Added |
| Advisor Group Holdings, Inc. | 42,676 | $1.19M | 0.00% | +478+1.1% | Added |
| Mathes Company, Inc. | 42,350 | $1.18M | 0.40% | −2,800−6.2% | Reduced |
| CoreCap Advisors, LLC | 42,128 | $1.17M | 0.08% | +42,128 | New |
| Stifel Financial Corp | 42,068 | $1.17M | 0.00% | +1,727+4.3% | Added |
| Wells Fargo & Company | 39,511 | $1.10M | 0.00% | −4,318−9.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,391 | $928.0K | 0.26% | +2,260+7.3% | Added |
| Centaurus Financial, Inc. | 32,310 | $898.0K | 0.07% | −250−0.8% | Reduced |
| NEXT Financial Group, Inc | 32,168 | $894.0K | 0.06% | +8,269+34.6% | Added |
| Meridian Wealth Management, LLC | 31,046 | $862.0K | 0.09% | +468+1.5% | Added |
| Wedbush Securities Inc | 26,702 | $742.0K | 0.03% | +400+1.5% | Added |
| Cetera Advisor Networks LLC | 26,363 | $732.0K | 0.01% | +9,447+55.8% | Added |
| Merit Financial Group, LLC | 26,150 | $726.0K | 0.07% | +90+0.3% | Added |
| Adell Harriman & Carpenter Inc | 23,684 | $657.9K | 0.06% | −600−2.5% | Reduced |
| Royal Bank of Canada | 21,842 | $607.0K | 0.00% | −44−0.2% | Reduced |
| Bank of America Corp | 21,706 | $603.0K | 0.00% | +360+1.7% | Added |
| Covington Capital Management | 20,400 | $567.0K | 0.02% | −2,000−8.9% | Reduced |
| First Foundation Advisors | 16,847 | $468.0K | 0.02% | −3,612−17.7% | Reduced |
| AdvisorNet Financial, Inc | 15,235 | $423.0K | 0.03% | −400−2.6% | Reduced |
| Kestra Advisory Services, LLC | 14,676 | $408.0K | 0.00% | +416+2.9% | Added |
| Lakeview Capital Partners, LLC | 13,347 | $371.0K | 0.22% | −1,096−7.6% | Reduced |
| Clarus Group, Inc. | 12,993 | $358.0K | 0.24% | +9+0.1% | Added |
| Aviance Capital Partners, LLC | 12,250 | $340.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,067 | $335.2K | 0.03% | +12,067 | New |
| Raymond James Trust N.A. | 11,920 | $331.0K | 0.01% | +1,000+9.2% | Added |
| HighTower Advisors, LLC | 11,898 | $331.0K | 0.00% | +1,015+9.3% | Added |
| UBS Group AG | 10,840 | $301.0K | 0.00% | +333+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,206 | $284.0K | 0.00% | +1,122+12.4% | Added |
| The PNC Financial Services Group, Inc. | 10,000 | $278.0K | 0.00% | −16,580−62.4% | Reduced |
| Berkeley Capital Partners, LLC | 10,000 | $278.0K | 0.11% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 9,714 | $270.0K | 0.20% | +500+5.4% | Added |
| GWM Advisors LLC | 8,865 | $246.0K | 0.00% | +8,865 | New |
| Guggenheim Capital LLC | 8,355 | $232.0K | 0.00% | −4,823−36.6% | Reduced |
| Neuberger Berman Group LLC | 8,000 | $222.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,066 | $218.0K | 0.00% | −8,879−34.2% | Reduced |
| Mercer Global Advisors Inc | 7,458 | $207.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,398 | $150.0K | 0.00% | −420−7.2% | Reduced |
| Spire Wealth Management | 4,773 | $133.0K | 0.00% | −10,055−67.8% | Reduced |
| Huntington National Bank | – | $78.0K | 0.00% | – | – |
| Snowden Capital Advisors LLC | 2,742 | $76.0K | 0.00% | +2,742 | New |
| Emfo, LLC | 2,160 | $60.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,965 | $54.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,568 | $44.0K | 0.00% | +1,568 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,552 | $43.0K | 0.01% | +6+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $38.0K | 0.00% | +500+58.8% | Added |
| James Reed Financial Services, Inc. | 1,288 | $35.0K | 0.03% | +1,288 | New |
| Investors Research Corp | 1,200 | $33.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 572 | $15.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $10.0K | 0.00% | −123−24.6% | Reduced |
| Sound Income Strategies, LLC | 236 | $7.00K | 0.00% | −236−50.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 178 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −8,720−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −40,710−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −17,945−100.0% | Sold out |
| Gill Capital Partners, LLC | 0 | $0 | 0.00% | −7,134−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |