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 |
|---|---|---|---|---|---|
| Natixis | 101 | $1.89K | 0.00% | +101 | New |
| Private Advisor Group, LLC | 119,252 | $2.23K | 0.00% | −7,794−6.1% | Reduced |
| Sound Income Strategies, LLC | 236 | $4.42K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $6.83K | 0.00% | +365 | New |
| Webster Bank, N. A. | 377 | $7.00K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 800 | $15.0K | 0.01% | +800 | New |
| Geneos Wealth Management Inc. | 855 | $16.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 997 | $18.7K | 0.00% | +32+3.3% | Added |
| Osterweis Capital Management Inc | – | $20.6K | 0.00% | – | – |
| Investors Research Corp | 1,200 | $22.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $25.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,775 | $33.0K | 0.00% | +24+1.4% | Added |
| Tradition Wealth Management, LLC | 1,902 | $36.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,252 | $42.1K | 0.00% | +2,252 | New |
| Huntington National Bank | – | $44.9K | 0.00% | – | – |
| CoreCap Advisors, LLC | 2,955 | $55.3K | 0.00% | +2,955 | New |
| Pathway Financial Advisers, LLC | 3,791 | $70.9K | 0.03% | +3,791 | New |
| Northwestern Mutual Wealth Management Co | 5,885 | $110.1K | 0.00% | +166+2.9% | Added |
| Money Concepts Capital Corp | 8,522 | $159.5K | 0.01% | +8,522 | New |
| Bank of America Corp | 9,631 | $180.2K | 0.00% | +1,070+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,796 | $183.3K | 0.00% | +263+2.8% | Added |
| GWM Advisors LLC | 10,000 | $187.1K | 0.01% | +10,000 | New |
| HighTower Advisors, LLC | 10,970 | $205.0K | 0.00% | −232−2.1% | Reduced |
| Weiss Asset Management LP | 11,100 | $207.7K | 0.01% | +11,100 | New |
| Aviance Capital Partners, LLC | 11,220 | $209.9K | 0.05% | −30−0.3% | Reduced |
| Raymond James Trust N.A. | 11,978 | $224.0K | 0.01% | −1,000−7.7% | Reduced |
| Lakeview Capital Partners, LLC | 11,187 | $236.6K | 0.08% | −995−8.2% | Reduced |
| Robinson Capital Management, LLC | 12,500 | $240.4K | 0.12% | +12,500 | New |
| Kestra Advisory Services, LLC | 13,057 | $244.3K | 0.00% | −649−4.7% | Reduced |
| Adell Harriman & Carpenter Inc | 13,800 | $258.2K | 0.03% | −1,984−12.6% | Reduced |
| Royal Bank of Canada | 15,579 | $291.0K | 0.00% | −964−5.8% | Reduced |
| Shaker Financial Services, LLC | 15,729 | $294.3K | 0.14% | +15,729 | New |
| UBS Group AG | 16,533 | $309.3K | 0.00% | +5,591+51.1% | Added |
| All Season Financial Advisors, Inc. | 17,295 | $323.6K | 0.29% | +512+3.1% | Added |
| Cerity Partners LLC | 18,000 | $336.8K | 0.00% | +18,000 | New |
| Woodline Partners LP | 18,327 | $342.9K | 0.00% | +18,327 | New |
| International Assets Investment Management, LLC | 19,479 | $364.5K | 0.04% | +19,479 | New |
| Cetera Advisor Networks LLC | 19,855 | $371.5K | 0.00% | −3,961−16.6% | Reduced |
| The PNC Financial Services Group, Inc. | 20,416 | $382.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 22,424 | $419.6K | 0.01% | −2,962−11.7% | Reduced |
| Palogic Value Management, L.P. | 24,100 | $450.9K | 0.24% | +24,100 | New |
| Merit Financial Group, LLC | 24,250 | $453.7K | 0.02% | −2,566−9.6% | Reduced |
| Millennium Management LLC | 25,573 | $478.0K | 0.00% | +25,573 | New |
| Wells Fargo & Company | 26,723 | $500.0K | 0.00% | −6,365−19.2% | Reduced |
| Wedbush Securities Inc | 26,933 | $504.0K | 0.03% | −1,519−5.3% | Reduced |
| Elequin Capital LP | 27,718 | $518.6K | 0.15% | +27,718 | New |
| Cary Street Partner Investment Advisory LLC | 30,196 | $565.0K | 0.04% | −3,195−9.6% | Reduced |
| Oxbow Advisors, LLC | 36,322 | $679.6K | 0.13% | −2,570−6.6% | Reduced |
| Centaurus Financial, Inc. | 36,700 | $687.0K | 0.06% | +2,918+8.6% | Added |
| Mathes Company, Inc. | 37,350 | $699.0K | 0.35% | −5,000−11.8% | Reduced |
| Stifel Financial Corp | 40,076 | $749.8K | 0.00% | −3,535−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 59,796 | $1.12M | 0.01% | +11,267+23.2% | Added |
| Advisor Group Holdings, Inc. | 60,320 | $1.13M | 0.00% | +11,479+23.5% | Added |
| Commonwealth Equity Services, LLC | 61,561 | $1.15M | 0.00% | +6,835+12.5% | Added |
| Guggenheim Capital LLC | 62,002 | $1.16M | 0.01% | +12,818+26.1% | Added |
| Wolverine Asset Management LLC | 70,840 | $1.33M | 0.02% | +7,316+11.5% | Added |
| 1776 Wealth LLC | 88,496 | $1.66M | 1.19% | −16,899−16.0% | Reduced |
| Morgan Stanley | 89,310 | $1.67M | 0.00% | −13,750−13.3% | Reduced |
| Heron Bay Capital Management | 98,667 | $1.85M | 1.14% | +98,667 | New |
| Raymond James Financial Services Advisors, Inc. | 152,130 | $2.85M | 0.01% | −12,662−7.7% | Reduced |
| Ameriprise Financial Inc | 180,929 | $3.38M | 0.00% | +152,721+541.4% | Added |
| LPL Financial LLC | 228,973 | $4.28M | 0.00% | −7,736−3.3% | Reduced |
| Cohen & Steers, Inc. | 254,892 | $4.77M | 0.01% | +84,152+49.3% | Added |
| Invesco Ltd. | 264,909 | $4.96M | 0.00% | +48,566+22.4% | Added |
| Raymond James & Associates | 477,822 | $8.94M | 0.01% | +32,818+7.4% | Added |
| 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 |