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, Q1 2023
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Mar 31, 2023. 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
- 63
- −3 vs. Q4 2022
- Shares held
- 2.80M
- −115.9K (−4.0%) vs. Q4 2022
- Total value
- $50.8M
- −$1.55M (−3.0%) vs. Q4 2022
- New holders
- 6
- 19 more added
- Sold out
- 9
- 22 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 551,765 | $10.0M | 0.01% | +73,943+15.5% | Added |
| Cohen & Steers, Inc. | 245,500 | $4.46M | 0.01% | −9,392−3.7% | Reduced |
| LPL Financial LLC | 232,751 | $4.23M | 0.00% | +3,778+1.6% | Added |
| Invesco Ltd. | 211,571 | $3.84M | 0.00% | −53,338−20.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 148,026 | $2.69M | 0.01% | −4,104−2.7% | Reduced |
| Heron Bay Capital Management | 138,479 | $2.51M | 0.98% | +39,812+40.3% | Added |
| Private Advisor Group, LLC | 118,262 | $2.15M | 0.02% | −990−0.8% | Reduced |
| Ameriprise Financial Inc | 116,088 | $2.11M | 0.00% | −64,841−35.8% | Reduced |
| Morgan Stanley | 92,222 | $1.67M | 0.00% | +2,912+3.3% | Added |
| 1776 Wealth LLC | 86,178 | $1.56M | 0.94% | −2,318−2.6% | Reduced |
| Wolverine Asset Management LLC | 63,441 | $1.15M | 0.02% | −7,399−10.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,356 | $1.13M | 0.00% | +795+1.3% | Added |
| Guggenheim Capital LLC | 61,955 | $1.13M | 0.01% | −47−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 59,211 | $1.08M | 0.00% | −1,109−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,450 | $1.06M | 0.01% | −1,346−2.3% | Reduced |
| Stifel Financial Corp | 42,947 | $779.9K | 0.00% | +2,871+7.2% | Added |
| Centaurus Financial, Inc. | 36,605 | $665.0K | 0.05% | −95−0.3% | Reduced |
| Oxbow Advisors, LLC | 35,827 | $650.6K | 0.12% | −495−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,196 | $548.4K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 26,505 | $481.0K | 0.02% | −428−1.6% | Reduced |
| Wells Fargo & Company | 22,924 | $416.3K | 0.00% | −3,799−14.2% | Reduced |
| Palogic Value Management, L.P. | 22,100 | $401.3K | 0.20% | −2,000−8.3% | Reduced |
| Merit Financial Group, LLC | 21,570 | $391.7K | 0.01% | −2,680−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 20,416 | $370.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 20,366 | $369.9K | 0.01% | −2,058−9.2% | Reduced |
| Cetera Advisor Networks LLC | 19,202 | $348.7K | 0.00% | −653−3.3% | Reduced |
| Cerity Partners LLC | 18,646 | $338.6K | 0.00% | +646+3.6% | Added |
| Woodline Partners LP | 18,327 | $332.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,604 | $319.7K | 0.00% | +1,071+6.5% | Added |
| All Season Financial Advisors, Inc. | 17,476 | $317.4K | 0.29% | +181+1.0% | Added |
| Integrated Wealth Concepts LLC | 15,000 | $272.0K | 0.01% | +15,000 | New |
| Virtu Financial LLC | 14,343 | $260.0K | 0.03% | +14,343 | New |
| Royal Bank of Canada | 13,375 | $243.0K | 0.00% | −2,204−14.1% | Reduced |
| Kestra Advisory Services, LLC | 13,183 | $239.4K | 0.00% | +126+1.0% | Added |
| GWM Advisors LLC | 14,400 | $237.7K | 0.00% | +4,400+44.0% | Added |
| Robinson Capital Management, LLC | 12,500 | $231.6K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,277 | $204.8K | 0.00% | +1,481+15.1% | Added |
| Aviance Capital Partners, LLC | 11,190 | $203.2K | 0.05% | −30−0.3% | Reduced |
| HighTower Advisors, LLC | 11,001 | $200.0K | 0.00% | +31+0.3% | Added |
| Adell Harriman & Carpenter Inc | 10,700 | $194.3K | 0.02% | −3,100−22.5% | Reduced |
| Lakeview Capital Partners, LLC | 11,189 | $179.3K | 0.06% | +20.0% | Added |
| Bank of America Corp | 7,708 | $140.0K | 0.00% | −1,923−20.0% | Reduced |
| FMR LLC | 6,698 | $121.6K | 0.00% | +6,698 | New |
| Northwestern Mutual Wealth Management Co | 5,956 | $108.2K | 0.00% | +71+1.2% | Added |
| Pathway Financial Advisers, LLC | 3,822 | $69.4K | 0.03% | +31+0.8% | Added |
| Huntington National Bank | – | $43.6K | 0.00% | – | – |
| Belpointe Asset Management LLC | 2,252 | $40.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,100 | $38.1K | 0.00% | +750+55.6% | Added |
| Signaturefd, LLC | 2,000 | $36.3K | 0.00% | +2,000 | New |
| Tradition Wealth Management, LLC | 1,902 | $35.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,803 | $33.0K | 0.00% | +28+1.6% | Added |
| Cullen/Frost Bankers, Inc. | 1,500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $24.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $20.0K | 0.00% | – | – |
| MCF Advisors LLC | 1,015 | $18.4K | 0.00% | +18+1.8% | Added |
| Geneos Wealth Management Inc. | 855 | $15.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $6.85K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 365 | $6.63K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 250 | $4.49K | 0.00% | +250 | New |
| Sound Income Strategies, LLC | 236 | $4.29K | 0.00% | 00.0% | Unchanged |
| Natixis | 101 | $1.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.82K | 0.00% | +100 | New |
| Elequin Capital LP | 0 | $0 | 0.00% | −27,718−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,573−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −19,479−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −15,729−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,978−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Mathes Company, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |