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, 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 | $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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $17 | 0.00% | −6,697−100.0% | Reduced |
| Allworth Financial LP | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Natixis | 101 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.12K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $6.57K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $14.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,035 | $18.0K | 0.00% | +20+2.0% | Added |
| Osterweis Capital Management Inc | – | $18.3K | 0.00% | – | – |
| Investors Research Corp | 1,200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,365 | $23.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,880 | $32.8K | 0.00% | +1,880 | New |
| Tradition Wealth Management, LLC | 1,902 | $33.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,100 | $36.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $41.8K | 0.00% | – | – |
| CWM, LLC | 2,580 | $45.0K | 0.00% | +777+43.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,106 | $54.1K | 0.00% | −8,171−72.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,032 | $105.1K | 0.00% | +76+1.3% | Added |
| Bank of America Corp | 7,708 | $134.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,000 | $174.2K | 0.00% | −10,416−51.0% | Reduced |
| Wolverine Asset Management LLC | 10,406 | $181.3K | 0.00% | −53,035−83.6% | Reduced |
| Adell Harriman & Carpenter Inc | 10,700 | $188.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 11,190 | $194.9K | 0.04% | +10.0% | Added |
| Aviance Capital Partners, LLC | 11,225 | $195.5K | 0.04% | +35+0.3% | Added |
| HighTower Advisors, LLC | 11,199 | $196.0K | 0.00% | +198+1.8% | Added |
| UBS Group AG | 11,657 | $203.1K | 0.00% | −5,947−33.8% | Reduced |
| Robinson Capital Management, LLC | 12,500 | $218.1K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,762 | $222.0K | 0.00% | −613−4.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 14,375 | $250.4K | 0.12% | +14,375 | New |
| Samalin Investment Counsel, LLC | 14,582 | $254.0K | 0.14% | +14,582 | New |
| Integrated Wealth Concepts LLC | 15,000 | $261.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,454 | $269.2K | 0.00% | +2,271+17.2% | Added |
| GWM Advisors LLC | 16,000 | $278.7K | 0.00% | +1,600+11.1% | Added |
| Atria Wealth Solutions, Inc. | 16,604 | $289.2K | 0.00% | −3,762−18.5% | Reduced |
| Cerity Partners LLC | 17,300 | $301.4K | 0.00% | −1,346−7.2% | Reduced |
| All Season Financial Advisors, Inc. | 17,430 | $303.6K | 0.27% | −46−0.3% | Reduced |
| Woodline Partners LP | 18,327 | $319.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 19,398 | $337.9K | 0.00% | +196+1.0% | Added |
| Palogic Value Management, L.P. | 21,100 | $367.6K | 0.17% | −1,000−4.5% | Reduced |
| Merit Financial Group, LLC | 21,684 | $377.7K | 0.01% | +114+0.5% | Added |
| Wedbush Securities Inc | 22,327 | $389.0K | 0.02% | −4,178−15.8% | Reduced |
| Wells Fargo & Company | 22,562 | $393.0K | 0.00% | −362−1.6% | Reduced |
| Envestnet Asset Management Inc | 25,414 | $442.7K | 0.00% | +25,414 | New |
| Millennium Management LLC | 29,285 | $510.1K | 0.00% | +29,285 | New |
| Cary Street Partner Investment Advisory LLC | 30,196 | $526.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 35,812 | $624.0K | 0.05% | −793−2.2% | Reduced |
| Oxbow Advisors, LLC | 36,587 | $637.3K | 0.10% | +760+2.1% | Added |
| Mathes Company, Inc. | 37,350 | $651.0K | 0.28% | +37,350 | New |
| Commonwealth Equity Services, LLC | 56,731 | $988.0K | 0.00% | −5,625−9.0% | Reduced |
| Guggenheim Capital LLC | 65,024 | $1.13M | 0.01% | +3,069+5.0% | Added |
| Advisor Group Holdings, Inc. | 65,096 | $1.13M | 0.00% | +5,885+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,138 | $1.26M | 0.01% | +13,688+23.4% | Added |
| 1776 Wealth LLC | 80,950 | $1.41M | 0.75% | −5,228−6.1% | Reduced |
| Morgan Stanley | 94,713 | $1.65M | 0.00% | +2,491+2.7% | Added |
| Ameriprise Financial Inc | 122,003 | $2.13M | 0.00% | +5,915+5.1% | Added |
| Private Advisor Group, LLC | 124,791 | $2.17M | 0.02% | +6,529+5.5% | Added |
| Heron Bay Capital Management | 130,960 | $2.28M | 0.63% | −7,519−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 143,725 | $2.50M | 0.00% | −4,301−2.9% | Reduced |
| LPL Financial LLC | 243,348 | $4.24M | 0.00% | +10,597+4.6% | Added |
| Cohen & Steers, Inc. | 255,500 | $4.45M | 0.01% | +10,000+4.1% | Added |
| Invesco Ltd. | 256,099 | $4.46M | 0.00% | +44,528+21.0% | Added |
| Mangrove Partners | 406,000 | $7.07M | 0.71% | +406,000 | New |
| Raymond James & Associates | 532,568 | $9.28M | 0.01% | −19,197−3.5% | 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 |