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 2022
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Jun 30, 2022. 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
- 62
- −1 vs. Q1 2022
- Shares held
- 2.43M
- −239.8K (−9.0%) vs. Q1 2022
- Total value
- $52.3M
- −$17.3M (−24.9%) vs. Q1 2022
- New holders
- 5
- 17 more added
- Sold out
- 6
- 24 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | New |
| IFP Advisors, Inc | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 372 | $7.99K | 0.00% | −200−35.0% | Reduced |
| Webster Bank, N. A. | 377 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 869 | $19.0K | 0.00% | +869 | New |
| MCF Advisors LLC | 946 | $20.0K | 0.00% | +18+1.9% | Added |
| Fifth Third Bancorp | 989 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,009 | $21.0K | 0.00% | +453+81.5% | Added |
| Investors Research Corp | 1,200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $29.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,566 | $34.0K | 0.01% | +7+0.4% | Added |
| CWM, LLC | 1,621 | $35.0K | 0.00% | +31+1.9% | Added |
| Geneos Wealth Management Inc. | 1,800 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $41.0K | 0.01% | +1,902 | New |
| Huntington National Bank | – | $63.0K | 0.00% | – | – |
| CX Institutional | 3,790 | $81.0K | 0.01% | +3,790 | New |
| Northwestern Mutual Wealth Management Co | 5,672 | $122.0K | 0.00% | +1,213+27.2% | Added |
| Bank of America Corp | 8,051 | $173.0K | 0.00% | −13,405−62.5% | Reduced |
| Clarus Group, Inc. | 9,692 | $208.0K | 0.17% | +30+0.3% | Added |
| Indie Asset Partners, LLC | 9,714 | $209.0K | 0.18% | 00.0% | Unchanged |
| UBS Group AG | 9,901 | $213.0K | 0.00% | −2,161−17.9% | Reduced |
| Berkeley Capital Partners, LLC | 10,000 | $215.0K | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,933 | $235.0K | 0.00% | −982−8.2% | Reduced |
| Aviance Capital Partners, LLC | 11,250 | $242.0K | 0.05% | −1,000−8.2% | Reduced |
| First Foundation Advisors | 11,413 | $245.0K | 0.01% | −1,803−13.6% | Reduced |
| Lakeview Capital Partners, LLC | 12,222 | $263.0K | 0.15% | −35−0.3% | Reduced |
| Raymond James Trust N.A. | 12,478 | $268.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,401 | $288.0K | 0.01% | +1,004+8.1% | Added |
| Kestra Advisory Services, LLC | 14,369 | $309.0K | 0.00% | −551−3.7% | Reduced |
| Royal Bank of Canada | 16,047 | $345.0K | 0.00% | −2,403−13.0% | Reduced |
| All Season Financial Advisors, Inc. | 16,038 | $345.0K | 0.30% | +16,038 | New |
| Adell Harriman & Carpenter Inc | 18,184 | $390.8K | 0.05% | −3,700−16.9% | Reduced |
| Covington Capital Management | 18,400 | $395.0K | 0.02% | −2,000−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 20,453 | $440.0K | 0.00% | −8,391−29.1% | Reduced |
| Cetera Advisor Networks LLC | 23,667 | $509.0K | 0.01% | +1,012+4.5% | Added |
| Merit Financial Group, LLC | 26,755 | $575.0K | 0.02% | +508+1.9% | Added |
| Wells Fargo & Company | 28,229 | $607.0K | 0.00% | −8,216−22.5% | Reduced |
| Wedbush Securities Inc | 28,452 | $611.0K | 0.03% | +1,750+6.6% | Added |
| Centaurus Financial, Inc. | 32,512 | $699.0K | 0.07% | −113−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,391 | $718.0K | 0.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 35,217 | $757.0K | 0.11% | −229,065−86.7% | Reduced |
| Ameriprise Financial Inc | 35,311 | $759.0K | 0.00% | +937+2.7% | Added |
| Atria Wealth Solutions, Inc. | 37,302 | $802.0K | 0.02% | −8,422−18.4% | Reduced |
| Guggenheim Capital LLC | 40,624 | $873.0K | 0.01% | +12,282+43.3% | Added |
| Mathes Company, Inc. | 42,350 | $910.0K | 0.44% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,402 | $933.0K | 0.00% | −625−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 48,538 | $1.04M | 0.00% | +2,705+5.9% | Added |
| CoreCap Advisors, LLC | 49,850 | $1.07M | 0.08% | −6,729−11.9% | Reduced |
| Commonwealth Equity Services, LLC | 52,214 | $1.12M | 0.00% | +4,289+8.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,743 | $1.20M | 0.01% | −605−1.1% | Reduced |
| Morgan Stanley | 80,368 | $1.73M | 0.00% | −4,036−4.8% | Reduced |
| Independent Financial Group, LLC | 96,583 | $2.08M | 0.22% | +80,244+491.1% | Added |
| 1776 Wealth LLC | 105,348 | $2.26M | 1.60% | −3,854−3.5% | Reduced |
| Private Advisor Group, LLC | 111,049 | $2.39M | 0.02% | +19,507+21.3% | Added |
| Cohen & Steers, Inc. | 117,400 | $2.52M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 146,458 | $3.15M | 0.00% | −8,384−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 169,825 | $3.65M | 0.01% | −6,977−3.9% | Reduced |
| LPL Financial LLC | 220,516 | $4.74M | 0.00% | +4,105+1.9% | Added |
| Raymond James & Associates | 520,503 | $11.2M | 0.01% | −26,303−4.8% | Reduced |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −31,497−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |