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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 236 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 372 | $7.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $16.0K | 0.00% | −945−52.5% | Reduced |
| MCF Advisors LLC | 965 | $18.0K | 0.00% | +19+2.0% | Added |
| Fifth Third Bancorp | 989 | $19.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $21.0K | 0.00% | – | New |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 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 |
| Cullen/Frost Bankers, Inc. | 1,500 | $28.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,751 | $33.0K | 0.00% | +130+8.0% | Added |
| Tradition Wealth Management, LLC | 1,902 | $36.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $38.0K | 0.01% | +2,000 | New |
| Huntington National Bank | – | $55.0K | 0.00% | – | – |
| Northwestern Mutual Wealth Management Co | 5,719 | $109.0K | 0.00% | +47+0.8% | Added |
| Bank of America Corp | 8,561 | $162.0K | 0.00% | +510+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,533 | $181.0K | 0.00% | −3,868−28.9% | Reduced |
| UBS Group AG | 10,942 | $208.0K | 0.00% | +1,041+10.5% | Added |
| 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 |
| Aviance Capital Partners, LLC | 11,250 | $214.0K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,182 | $231.0K | 0.09% | −40−0.3% | Reduced |
| Raymond James Trust N.A. | 12,978 | $246.0K | 0.01% | +500+4.0% | Added |
| Kestra Advisory Services, LLC | 13,706 | $260.0K | 0.00% | −663−4.6% | Reduced |
| Adell Harriman & Carpenter Inc | 15,784 | $299.7K | 0.04% | −2,400−13.2% | Reduced |
| Royal Bank of Canada | 16,543 | $315.0K | 0.00% | +496+3.1% | Added |
| All Season Financial Advisors, Inc. | 16,783 | $319.0K | 0.35% | +745+4.6% | Added |
| Ropes Wealth Advisors LLC | 18,294 | $347.0K | 0.07% | +18,294 | New |
| Covington Capital Management | 18,400 | $349.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,416 | $388.0K | 0.00% | −37−0.2% | Reduced |
| Cetera Advisor Networks LLC | 23,816 | $452.0K | 0.01% | +149+0.6% | Added |
| Atria Wealth Solutions, Inc. | 25,386 | $484.3K | 0.01% | −11,916−31.9% | Reduced |
| Merit Financial Group, LLC | 26,816 | $509.0K | 0.02% | +61+0.2% | Added |
| Ameriprise Financial Inc | 28,208 | $536.0K | 0.00% | −7,103−20.1% | Reduced |
| Wedbush Securities Inc | 28,452 | $540.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,088 | $628.0K | 0.00% | +4,859+17.2% | Added |
| Cary Street Partner Investment Advisory LLC | 33,391 | $634.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 33,782 | $642.0K | 0.06% | +1,270+3.9% | Added |
| Oxbow Advisors, LLC | 38,892 | $739.0K | 0.12% | +3,675+10.4% | Added |
| Mathes Company, Inc. | 42,350 | $804.0K | 0.45% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,611 | $828.0K | 0.00% | +209+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,529 | $922.0K | 0.01% | −7,214−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 48,841 | $927.0K | 0.00% | +303+0.6% | Added |
| Guggenheim Capital LLC | 49,184 | $934.0K | 0.01% | +8,560+21.1% | Added |
| Commonwealth Equity Services, LLC | 54,726 | $1.04M | 0.00% | +2,512+4.8% | Added |
| Wolverine Asset Management LLC | 63,524 | $1.21M | 0.02% | +63,524 | New |
| Morgan Stanley | 103,060 | $1.96M | 0.00% | +22,692+28.2% | Added |
| 1776 Wealth LLC | 105,395 | $2.00M | 1.52% | +470.0% | Added |
| Private Advisor Group, LLC | 127,046 | $2.41M | 0.03% | +15,997+14.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 164,792 | $3.13M | 0.01% | −5,033−3.0% | Reduced |
| Cohen & Steers, Inc. | 170,740 | $3.24M | 0.01% | +53,340+45.4% | Added |
| Invesco Ltd. | 216,343 | $4.11M | 0.00% | +69,885+47.7% | Added |
| LPL Financial LLC | 236,709 | $4.50M | 0.00% | +16,193+7.3% | Added |
| Raymond James & Associates | 445,004 | $8.45M | 0.01% | −75,499−14.5% | Reduced |
| 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 |