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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 100 | $1.82K | 0.00% | +100 | New |
| Natixis | 101 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 250 | $4.49K | 0.00% | +250 | New |
| Advisory Services Network, LLC | 365 | $6.63K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $6.85K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $15.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,015 | $18.4K | 0.00% | +18+1.8% | Added |
| Osterweis Capital Management Inc | – | $20.0K | 0.00% | – | – |
| Investors Research Corp | 1,200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $24.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,500 | $27.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,803 | $33.0K | 0.00% | +28+1.6% | Added |
| Tradition Wealth Management, LLC | 1,902 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,000 | $36.3K | 0.00% | +2,000 | New |
| North Star Investment Management Corp. | 2,100 | $38.1K | 0.00% | +750+55.6% | Added |
| Belpointe Asset Management LLC | 2,252 | $40.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $43.6K | 0.00% | – | – |
| Pathway Financial Advisers, LLC | 3,822 | $69.4K | 0.03% | +31+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,956 | $108.2K | 0.00% | +71+1.2% | Added |
| FMR LLC | 6,698 | $121.6K | 0.00% | +6,698 | New |
| Bank of America Corp | 7,708 | $140.0K | 0.00% | −1,923−20.0% | Reduced |
| Lakeview Capital Partners, LLC | 11,189 | $179.3K | 0.06% | +20.0% | Added |
| Adell Harriman & Carpenter Inc | 10,700 | $194.3K | 0.02% | −3,100−22.5% | Reduced |
| HighTower Advisors, LLC | 11,001 | $200.0K | 0.00% | +31+0.3% | Added |
| Aviance Capital Partners, LLC | 11,190 | $203.2K | 0.05% | −30−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,277 | $204.8K | 0.00% | +1,481+15.1% | Added |
| Robinson Capital Management, LLC | 12,500 | $231.6K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,400 | $237.7K | 0.00% | +4,400+44.0% | Added |
| Kestra Advisory Services, LLC | 13,183 | $239.4K | 0.00% | +126+1.0% | Added |
| Royal Bank of Canada | 13,375 | $243.0K | 0.00% | −2,204−14.1% | Reduced |
| Virtu Financial LLC | 14,343 | $260.0K | 0.03% | +14,343 | New |
| Integrated Wealth Concepts LLC | 15,000 | $272.0K | 0.01% | +15,000 | New |
| All Season Financial Advisors, Inc. | 17,476 | $317.4K | 0.29% | +181+1.0% | Added |
| UBS Group AG | 17,604 | $319.7K | 0.00% | +1,071+6.5% | Added |
| Woodline Partners LP | 18,327 | $332.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,646 | $338.6K | 0.00% | +646+3.6% | Added |
| Cetera Advisor Networks LLC | 19,202 | $348.7K | 0.00% | −653−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 20,366 | $369.9K | 0.01% | −2,058−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 20,416 | $370.8K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,570 | $391.7K | 0.01% | −2,680−11.1% | Reduced |
| Palogic Value Management, L.P. | 22,100 | $401.3K | 0.20% | −2,000−8.3% | Reduced |
| Wells Fargo & Company | 22,924 | $416.3K | 0.00% | −3,799−14.2% | Reduced |
| Wedbush Securities Inc | 26,505 | $481.0K | 0.02% | −428−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,196 | $548.4K | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 35,827 | $650.6K | 0.12% | −495−1.4% | Reduced |
| Centaurus Financial, Inc. | 36,605 | $665.0K | 0.05% | −95−0.3% | Reduced |
| Stifel Financial Corp | 42,947 | $779.9K | 0.00% | +2,871+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,450 | $1.06M | 0.01% | −1,346−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 59,211 | $1.08M | 0.00% | −1,109−1.8% | Reduced |
| Guggenheim Capital LLC | 61,955 | $1.13M | 0.01% | −47−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 62,356 | $1.13M | 0.00% | +795+1.3% | Added |
| Wolverine Asset Management LLC | 63,441 | $1.15M | 0.02% | −7,399−10.4% | Reduced |
| 1776 Wealth LLC | 86,178 | $1.56M | 0.94% | −2,318−2.6% | Reduced |
| Morgan Stanley | 92,222 | $1.67M | 0.00% | +2,912+3.3% | Added |
| Ameriprise Financial Inc | 116,088 | $2.11M | 0.00% | −64,841−35.8% | Reduced |
| Private Advisor Group, LLC | 118,262 | $2.15M | 0.02% | −990−0.8% | Reduced |
| Heron Bay Capital Management | 138,479 | $2.51M | 0.98% | +39,812+40.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 148,026 | $2.69M | 0.01% | −4,104−2.7% | Reduced |
| Invesco Ltd. | 211,571 | $3.84M | 0.00% | −53,338−20.1% | Reduced |
| LPL Financial LLC | 232,751 | $4.23M | 0.00% | +3,778+1.6% | Added |
| Cohen & Steers, Inc. | 245,500 | $4.46M | 0.01% | −9,392−3.7% | Reduced |
| Raymond James & Associates | 551,765 | $10.0M | 0.01% | +73,943+15.5% | Added |
| 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 |