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 2022
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Dec 31, 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
- 68
- +14 vs. Q3 2022
- Shares held
- 2.95M
- +551.6K (+23.0%) vs. Q3 2022
- Total value
- $53.1M
- +$7.44M (+16.3%) vs. Q3 2022
- New holders
- 18
- 17 more added
- Sold out
- 4
- 21 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 477,822 | $8.94M | 0.01% | +32,818+7.4% | Added |
| Invesco Ltd. | 264,909 | $4.96M | 0.00% | +48,566+22.4% | Added |
| Cohen & Steers, Inc. | 254,892 | $4.77M | 0.01% | +84,152+49.3% | Added |
| LPL Financial LLC | 228,973 | $4.28M | 0.00% | −7,736−3.3% | Reduced |
| Ameriprise Financial Inc | 180,929 | $3.38M | 0.00% | +152,721+541.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 152,130 | $2.85M | 0.01% | −12,662−7.7% | Reduced |
| Heron Bay Capital Management | 98,667 | $1.85M | 1.14% | +98,667 | New |
| Morgan Stanley | 89,310 | $1.67M | 0.00% | −13,750−13.3% | Reduced |
| 1776 Wealth LLC | 88,496 | $1.66M | 1.19% | −16,899−16.0% | Reduced |
| Wolverine Asset Management LLC | 70,840 | $1.33M | 0.02% | +7,316+11.5% | Added |
| Guggenheim Capital LLC | 62,002 | $1.16M | 0.01% | +12,818+26.1% | Added |
| Commonwealth Equity Services, LLC | 61,561 | $1.15M | 0.00% | +6,835+12.5% | Added |
| Advisor Group Holdings, Inc. | 60,320 | $1.13M | 0.00% | +11,479+23.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,796 | $1.12M | 0.01% | +11,267+23.2% | Added |
| Stifel Financial Corp | 40,076 | $749.8K | 0.00% | −3,535−8.1% | Reduced |
| Mathes Company, Inc. | 37,350 | $699.0K | 0.35% | −5,000−11.8% | Reduced |
| Centaurus Financial, Inc. | 36,700 | $687.0K | 0.06% | +2,918+8.6% | Added |
| Oxbow Advisors, LLC | 36,322 | $679.6K | 0.13% | −2,570−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,196 | $565.0K | 0.04% | −3,195−9.6% | Reduced |
| Elequin Capital LP | 27,718 | $518.6K | 0.15% | +27,718 | New |
| Wedbush Securities Inc | 26,933 | $504.0K | 0.03% | −1,519−5.3% | Reduced |
| Wells Fargo & Company | 26,723 | $500.0K | 0.00% | −6,365−19.2% | Reduced |
| Millennium Management LLC | 25,573 | $478.0K | 0.00% | +25,573 | New |
| Merit Financial Group, LLC | 24,250 | $453.7K | 0.02% | −2,566−9.6% | Reduced |
| Palogic Value Management, L.P. | 24,100 | $450.9K | 0.24% | +24,100 | New |
| Atria Wealth Solutions, Inc. | 22,424 | $419.6K | 0.01% | −2,962−11.7% | Reduced |
| The PNC Financial Services Group, Inc. | 20,416 | $382.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 19,855 | $371.5K | 0.00% | −3,961−16.6% | Reduced |
| International Assets Investment Management, LLC | 19,479 | $364.5K | 0.04% | +19,479 | New |
| Woodline Partners LP | 18,327 | $342.9K | 0.00% | +18,327 | New |
| Cerity Partners LLC | 18,000 | $336.8K | 0.00% | +18,000 | New |
| All Season Financial Advisors, Inc. | 17,295 | $323.6K | 0.29% | +512+3.1% | Added |
| UBS Group AG | 16,533 | $309.3K | 0.00% | +5,591+51.1% | Added |
| Shaker Financial Services, LLC | 15,729 | $294.3K | 0.14% | +15,729 | New |
| Royal Bank of Canada | 15,579 | $291.0K | 0.00% | −964−5.8% | Reduced |
| Adell Harriman & Carpenter Inc | 13,800 | $258.2K | 0.03% | −1,984−12.6% | Reduced |
| Kestra Advisory Services, LLC | 13,057 | $244.3K | 0.00% | −649−4.7% | Reduced |
| Robinson Capital Management, LLC | 12,500 | $240.4K | 0.12% | +12,500 | New |
| Lakeview Capital Partners, LLC | 11,187 | $236.6K | 0.08% | −995−8.2% | Reduced |
| Raymond James Trust N.A. | 11,978 | $224.0K | 0.01% | −1,000−7.7% | Reduced |
| Aviance Capital Partners, LLC | 11,220 | $209.9K | 0.05% | −30−0.3% | Reduced |
| Weiss Asset Management LP | 11,100 | $207.7K | 0.01% | +11,100 | New |
| HighTower Advisors, LLC | 10,970 | $205.0K | 0.00% | −232−2.1% | Reduced |
| GWM Advisors LLC | 10,000 | $187.1K | 0.01% | +10,000 | New |
| Steward Partners Investment Advisory, LLC | 9,796 | $183.3K | 0.00% | +263+2.8% | Added |
| Bank of America Corp | 9,631 | $180.2K | 0.00% | +1,070+12.5% | Added |
| Money Concepts Capital Corp | 8,522 | $159.5K | 0.01% | +8,522 | New |
| Northwestern Mutual Wealth Management Co | 5,885 | $110.1K | 0.00% | +166+2.9% | Added |
| Pathway Financial Advisers, LLC | 3,791 | $70.9K | 0.03% | +3,791 | New |
| CoreCap Advisors, LLC | 2,955 | $55.3K | 0.00% | +2,955 | New |
| Huntington National Bank | – | $44.9K | 0.00% | – | – |
| Belpointe Asset Management LLC | 2,252 | $42.1K | 0.00% | +2,252 | New |
| Private Trust Co NA | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $36.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,775 | $33.0K | 0.00% | +24+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $26.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $25.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $20.6K | 0.00% | – | – |
| MCF Advisors LLC | 997 | $18.7K | 0.00% | +32+3.3% | Added |
| Geneos Wealth Management Inc. | 855 | $16.0K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 800 | $15.0K | 0.01% | +800 | New |
| Webster Bank, N. A. | 377 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $6.83K | 0.00% | +365 | New |
| Sound Income Strategies, LLC | 236 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 119,252 | $2.23K | 0.00% | −7,794−6.1% | Reduced |
| Natixis | 101 | $1.89K | 0.00% | +101 | New |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −18,294−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −11,143−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |