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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 178 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $7.00K | 0.00% | −236−50.0% | Reduced |
| Webster Bank, N. A. | 377 | $10.0K | 0.00% | −123−24.6% | Reduced |
| American Portfolios Advisors | 572 | $15.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $33.0K | 0.01% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 1,288 | $35.0K | 0.03% | +1,288 | New |
| North Star Investment Management Corp. | 1,350 | $38.0K | 0.00% | +500+58.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,552 | $43.0K | 0.01% | +6+0.4% | Added |
| CWM, LLC | 1,568 | $44.0K | 0.00% | +1,568 | New |
| Geneos Wealth Management Inc. | 1,965 | $54.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 2,160 | $60.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,742 | $76.0K | 0.00% | +2,742 | New |
| Huntington National Bank | – | $78.0K | 0.00% | – | – |
| Spire Wealth Management | 4,773 | $133.0K | 0.00% | −10,055−67.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,398 | $150.0K | 0.00% | −420−7.2% | Reduced |
| Mercer Global Advisors Inc | 7,458 | $207.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,066 | $218.0K | 0.00% | −8,879−34.2% | Reduced |
| Neuberger Berman Group LLC | 8,000 | $222.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,355 | $232.0K | 0.00% | −4,823−36.6% | Reduced |
| GWM Advisors LLC | 8,865 | $246.0K | 0.00% | +8,865 | New |
| Indie Asset Partners, LLC | 9,714 | $270.0K | 0.20% | +500+5.4% | 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 |
| Steward Partners Investment Advisory, LLC | 10,206 | $284.0K | 0.00% | +1,122+12.4% | Added |
| UBS Group AG | 10,840 | $301.0K | 0.00% | +333+3.2% | Added |
| 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 |
| Independent Financial Group, LLC | 12,067 | $335.2K | 0.03% | +12,067 | New |
| Aviance Capital Partners, LLC | 12,250 | $340.0K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 12,993 | $358.0K | 0.24% | +9+0.1% | Added |
| Lakeview Capital Partners, LLC | 13,347 | $371.0K | 0.22% | −1,096−7.6% | Reduced |
| Kestra Advisory Services, LLC | 14,676 | $408.0K | 0.00% | +416+2.9% | Added |
| AdvisorNet Financial, Inc | 15,235 | $423.0K | 0.03% | −400−2.6% | Reduced |
| First Foundation Advisors | 16,847 | $468.0K | 0.02% | −3,612−17.7% | Reduced |
| Covington Capital Management | 20,400 | $567.0K | 0.02% | −2,000−8.9% | Reduced |
| Bank of America Corp | 21,706 | $603.0K | 0.00% | +360+1.7% | Added |
| Royal Bank of Canada | 21,842 | $607.0K | 0.00% | −44−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 23,684 | $657.9K | 0.06% | −600−2.5% | Reduced |
| Merit Financial Group, LLC | 26,150 | $726.0K | 0.07% | +90+0.3% | Added |
| Cetera Advisor Networks LLC | 26,363 | $732.0K | 0.01% | +9,447+55.8% | Added |
| Wedbush Securities Inc | 26,702 | $742.0K | 0.03% | +400+1.5% | Added |
| Meridian Wealth Management, LLC | 31,046 | $862.0K | 0.09% | +468+1.5% | Added |
| NEXT Financial Group, Inc | 32,168 | $894.0K | 0.06% | +8,269+34.6% | Added |
| Centaurus Financial, Inc. | 32,310 | $898.0K | 0.07% | −250−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,391 | $928.0K | 0.26% | +2,260+7.3% | Added |
| Wells Fargo & Company | 39,511 | $1.10M | 0.00% | −4,318−9.9% | Reduced |
| Stifel Financial Corp | 42,068 | $1.17M | 0.00% | +1,727+4.3% | Added |
| CoreCap Advisors, LLC | 42,128 | $1.17M | 0.08% | +42,128 | New |
| Mathes Company, Inc. | 42,350 | $1.18M | 0.40% | −2,800−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 42,676 | $1.19M | 0.00% | +478+1.1% | Added |
| Commonwealth Equity Services, LLC | 45,030 | $1.25M | 0.00% | +211+0.5% | Added |
| Wolverine Asset Management LLC | 46,736 | $1.30M | 0.02% | +16,763+55.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,231 | $1.40M | 0.01% | +1,323+2.7% | Added |
| Jefferies Group LLC | 54,359 | $1.51M | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 77,545 | $2.15M | 0.00% | +10,979+16.5% | Added |
| Morgan Stanley | 79,130 | $2.20M | 0.00% | −4,495−5.4% | Reduced |
| Private Advisor Group, LLC | 90,516 | $2.52M | 0.02% | +8,364+10.2% | Added |
| Cohen & Steers, Inc. | 103,841 | $2.88M | 0.00% | 00.0% | Unchanged |
| 1776 Wealth LLC | 131,318 | $3.65M | 1.96% | +924+0.7% | Added |
| Oxbow Advisors, LLC | 146,824 | $4.08M | 0.39% | −9,072−5.8% | Reduced |
| Invesco Ltd. | 176,679 | $4.91M | 0.00% | +27,980+18.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 184,089 | $5.11M | 0.01% | +4,975+2.8% | Added |
| LPL Financial LLC | 217,154 | $6.03M | 0.01% | +1,454+0.7% | Added |
| Raymond James & Associates | 530,269 | $14.7M | 0.01% | −2400.0% | Reduced |
| 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 |