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 $116.7M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Jun 30, 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
- 62
- 0 vs. Q1 2023
- Shares held
- 3.23M
- +435.7K (+15.6%) vs. Q1 2023
- Total value
- $56.3M
- +$5.57M (+11.0%) vs. Q1 2023
- New holders
- 7
- 20 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $116.7M |
| Q1 2026 | 80 | $108.3M |
| Q4 2025 | 85 | $113.0M |
| Q3 2025 | 82 | $117.6M |
| Q2 2025 | 76 | $104.6M |
| Q1 2025 | 73 | $99.2M |
| Q4 2024 | 75 | $95.6M |
| Q3 2024 | 67 | $102.5M |
| Q2 2024 | 70 | $84.7M |
| Q1 2024 | 67 | $94.3M |
| Q4 2023 | 70 | $81.7M |
| Q3 2023 | 64 | $58.3M |
| Q2 2023 | 62 | $56.3M |
| Q1 2023 | 63 | $50.9M |
| 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 | $83.5M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 532,568 | $9.28M | 0.01% | −19,197−3.5% | Reduced |
| Mangrove Partners | 406,000 | $7.07M | 0.71% | +406,000 | New |
| Invesco Ltd. | 256,099 | $4.46M | 0.00% | +44,528+21.0% | Added |
| Cohen & Steers, Inc. | 255,500 | $4.45M | 0.01% | +10,000+4.1% | Added |
| LPL Financial LLC | 243,348 | $4.24M | 0.00% | +10,597+4.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 143,725 | $2.50M | 0.00% | −4,301−2.9% | Reduced |
| Heron Bay Capital Management | 130,960 | $2.28M | 0.63% | −7,519−5.4% | Reduced |
| Private Advisor Group, LLC | 124,791 | $2.17M | 0.02% | +6,529+5.5% | Added |
| Ameriprise Financial Inc | 122,003 | $2.13M | 0.00% | +5,915+5.1% | Added |
| Morgan Stanley | 94,713 | $1.65M | 0.00% | +2,491+2.7% | Added |
| 1776 Wealth LLC | 80,950 | $1.41M | 0.75% | −5,228−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 72,138 | $1.26M | 0.01% | +13,688+23.4% | Added |
| Advisor Group Holdings, Inc. | 65,096 | $1.13M | 0.00% | +5,885+9.9% | Added |
| Guggenheim Capital LLC | 65,024 | $1.13M | 0.01% | +3,069+5.0% | Added |
| Commonwealth Equity Services, LLC | 56,731 | $988.0K | 0.00% | −5,625−9.0% | Reduced |
| Mathes Company, Inc. | 37,350 | $651.0K | 0.28% | +37,350 | New |
| Oxbow Advisors, LLC | 36,587 | $637.3K | 0.10% | +760+2.1% | Added |
| Centaurus Financial, Inc. | 35,812 | $624.0K | 0.05% | −793−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,196 | $526.0K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 29,285 | $510.1K | 0.00% | +29,285 | New |
| Envestnet Asset Management Inc | 25,414 | $442.7K | 0.00% | +25,414 | New |
| Wells Fargo & Company | 22,562 | $393.0K | 0.00% | −362−1.6% | Reduced |
| Wedbush Securities Inc | 22,327 | $389.0K | 0.02% | −4,178−15.8% | Reduced |
| Merit Financial Group, LLC | 21,684 | $377.7K | 0.01% | +114+0.5% | Added |
| Palogic Value Management, L.P. | 21,100 | $367.6K | 0.17% | −1,000−4.5% | Reduced |
| Cetera Advisor Networks LLC | 19,398 | $337.9K | 0.00% | +196+1.0% | Added |
| Woodline Partners LP | 18,327 | $319.3K | 0.00% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 17,430 | $303.6K | 0.27% | −46−0.3% | Reduced |
| Cerity Partners LLC | 17,300 | $301.4K | 0.00% | −1,346−7.2% | Reduced |
| Atria Wealth Solutions, Inc. | 16,604 | $289.2K | 0.00% | −3,762−18.5% | Reduced |
| GWM Advisors LLC | 16,000 | $278.7K | 0.00% | +1,600+11.1% | Added |
| Kestra Advisory Services, LLC | 15,454 | $269.2K | 0.00% | +2,271+17.2% | Added |
| Integrated Wealth Concepts LLC | 15,000 | $261.3K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 14,582 | $254.0K | 0.14% | +14,582 | New |
| Walled Lake Planning & Wealth Management, LLC | 14,375 | $250.4K | 0.12% | +14,375 | New |
| Royal Bank of Canada | 12,762 | $222.0K | 0.00% | −613−4.6% | Reduced |
| Robinson Capital Management, LLC | 12,500 | $218.1K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 11,657 | $203.1K | 0.00% | −5,947−33.8% | Reduced |
| HighTower Advisors, LLC | 11,199 | $196.0K | 0.00% | +198+1.8% | Added |
| Aviance Capital Partners, LLC | 11,225 | $195.5K | 0.04% | +35+0.3% | Added |
| Lakeview Capital Partners, LLC | 11,190 | $194.9K | 0.04% | +10.0% | Added |
| Adell Harriman & Carpenter Inc | 10,700 | $188.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,406 | $181.3K | 0.00% | −53,035−83.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,000 | $174.2K | 0.00% | −10,416−51.0% | Reduced |
| Bank of America Corp | 7,708 | $134.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,032 | $105.1K | 0.00% | +76+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,106 | $54.1K | 0.00% | −8,171−72.5% | Reduced |
| CWM, LLC | 2,580 | $45.0K | 0.00% | +777+43.1% | Added |
| Huntington National Bank | – | $41.8K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,100 | $36.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,880 | $32.8K | 0.00% | +1,880 | New |
| Spire Wealth Management | 1,365 | $23.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $18.3K | 0.00% | – | – |
| MCF Advisors LLC | 1,035 | $18.0K | 0.00% | +20+2.0% | Added |
| Geneos Wealth Management Inc. | 855 | $14.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $6.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.12K | 0.00% | 00.0% | Unchanged |
| Natixis | 101 | $1.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | −6,697−100.0% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −42,947−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,343−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |