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, Q3 2022
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Sep 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
- 56
- −6 vs. Q2 2022
- Shares held
- 2.42M
- −10.7K (−0.4%) vs. Q2 2022
- Total value
- $46.0M
- −$6.27M (−12.0%) vs. Q2 2022
- New holders
- 4
- 24 more added
- Sold out
- 10
- 12 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 445,004 | $8.45M | 0.01% | −75,499−14.5% | Reduced |
| LPL Financial LLC | 236,709 | $4.50M | 0.00% | +16,193+7.3% | Added |
| Invesco Ltd. | 216,343 | $4.11M | 0.00% | +69,885+47.7% | Added |
| Cohen & Steers, Inc. | 170,740 | $3.24M | 0.01% | +53,340+45.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 164,792 | $3.13M | 0.01% | −5,033−3.0% | Reduced |
| Private Advisor Group, LLC | 127,046 | $2.41M | 0.03% | +15,997+14.4% | Added |
| 1776 Wealth LLC | 105,395 | $2.00M | 1.52% | +470.0% | Added |
| Morgan Stanley | 103,060 | $1.96M | 0.00% | +22,692+28.2% | Added |
| Wolverine Asset Management LLC | 63,524 | $1.21M | 0.02% | +63,524 | New |
| Commonwealth Equity Services, LLC | 54,726 | $1.04M | 0.00% | +2,512+4.8% | Added |
| Guggenheim Capital LLC | 49,184 | $934.0K | 0.01% | +8,560+21.1% | Added |
| Advisor Group Holdings, Inc. | 48,841 | $927.0K | 0.00% | +303+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,529 | $922.0K | 0.01% | −7,214−12.9% | Reduced |
| Stifel Financial Corp | 43,611 | $828.0K | 0.00% | +209+0.5% | Added |
| Mathes Company, Inc. | 42,350 | $804.0K | 0.45% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 38,892 | $739.0K | 0.12% | +3,675+10.4% | Added |
| Centaurus Financial, Inc. | 33,782 | $642.0K | 0.06% | +1,270+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 33,391 | $634.0K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,088 | $628.0K | 0.00% | +4,859+17.2% | Added |
| Wedbush Securities Inc | 28,452 | $540.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 28,208 | $536.0K | 0.00% | −7,103−20.1% | Reduced |
| Merit Financial Group, LLC | 26,816 | $509.0K | 0.02% | +61+0.2% | Added |
| Atria Wealth Solutions, Inc. | 25,386 | $484.3K | 0.01% | −11,916−31.9% | Reduced |
| Cetera Advisor Networks LLC | 23,816 | $452.0K | 0.01% | +149+0.6% | Added |
| The PNC Financial Services Group, Inc. | 20,416 | $388.0K | 0.00% | −37−0.2% | Reduced |
| Covington Capital Management | 18,400 | $349.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 18,294 | $347.0K | 0.07% | +18,294 | New |
| All Season Financial Advisors, Inc. | 16,783 | $319.0K | 0.35% | +745+4.6% | Added |
| Royal Bank of Canada | 16,543 | $315.0K | 0.00% | +496+3.1% | Added |
| Adell Harriman & Carpenter Inc | 15,784 | $299.7K | 0.04% | −2,400−13.2% | Reduced |
| Kestra Advisory Services, LLC | 13,706 | $260.0K | 0.00% | −663−4.6% | Reduced |
| Raymond James Trust N.A. | 12,978 | $246.0K | 0.01% | +500+4.0% | Added |
| Lakeview Capital Partners, LLC | 12,182 | $231.0K | 0.09% | −40−0.3% | Reduced |
| Aviance Capital Partners, LLC | 11,250 | $214.0K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 11,143 | $212.0K | 0.01% | −270−2.4% | Reduced |
| HighTower Advisors, LLC | 11,202 | $212.0K | 0.00% | +269+2.5% | Added |
| UBS Group AG | 10,942 | $208.0K | 0.00% | +1,041+10.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,533 | $181.0K | 0.00% | −3,868−28.9% | Reduced |
| Bank of America Corp | 8,561 | $162.0K | 0.00% | +510+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,719 | $109.0K | 0.00% | +47+0.8% | Added |
| Huntington National Bank | – | $55.0K | 0.00% | – | – |
| Private Trust Co NA | 2,000 | $38.0K | 0.01% | +2,000 | New |
| Tradition Wealth Management, LLC | 1,902 | $36.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,751 | $33.0K | 0.00% | +130+8.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,500 | $28.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $26.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.0K | 0.00% | – | New |
| Fifth Third Bancorp | 989 | $19.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 965 | $18.0K | 0.00% | +19+2.0% | Added |
| Geneos Wealth Management Inc. | 855 | $16.0K | 0.00% | −945−52.5% | Reduced |
| American Portfolios Advisors | 372 | $7.06K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −96,583−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −49,850−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −9,714−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −9,692−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |