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, Q3 2023
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Sep 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
- 64
- +2 vs. Q2 2023
- Shares held
- 3.47M
- +242.6K (+7.5%) vs. Q2 2023
- Total value
- $58.3M
- +$1.96M (+3.5%) vs. Q2 2023
- New holders
- 10
- 22 more added
- Sold out
- 8
- 15 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 611,245 | $10.3M | 0.01% | +78,677+14.8% | Added |
| Mangrove Partners | 406,000 | $6.81M | 0.70% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 278,500 | $4.67M | 0.01% | +23,000+9.0% | Added |
| Invesco Ltd. | 264,211 | $4.43M | 0.00% | +8,112+3.2% | Added |
| LPL Financial LLC | 237,196 | $3.98M | 0.00% | −6,152−2.5% | Reduced |
| Ameriprise Financial Inc | 206,733 | $3.47M | 0.00% | +84,730+69.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 139,475 | $2.34M | 0.00% | −4,250−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 109,201 | $1.83M | 0.00% | +44,105+67.8% | Added |
| Morgan Stanley | 103,993 | $1.74M | 0.00% | +9,280+9.8% | Added |
| Rpo LLC | 86,745 | $1.45M | 2.48% | +86,745 | New |
| Cambridge Investment Research Advisors, Inc. | 77,258 | $1.30M | 0.01% | +5,120+7.1% | Added |
| Guggenheim Capital LLC | 68,348 | $1.15M | 0.01% | +3,324+5.1% | Added |
| Commonwealth Equity Services, LLC | 56,720 | $951.0K | 0.00% | −110.0% | Reduced |
| Revisor Wealth Management LLC | 55,796 | $935.7K | 0.80% | +55,796 | New |
| Wolverine Asset Management LLC | 53,680 | $900.2K | 0.02% | +43,274+415.9% | Added |
| Private Advisor Group, LLC | 43,365 | $727.2K | 0.01% | −81,426−65.2% | Reduced |
| Boothbay Fund Management, LLC | 39,035 | $654.6K | 0.02% | +39,035 | New |
| Millennium Management LLC | 37,332 | $626.1K | 0.00% | +8,047+27.5% | Added |
| GWM Advisors LLC | 33,698 | $565.1K | 0.01% | +17,698+110.6% | Added |
| Envestnet Asset Management Inc | 33,623 | $563.9K | 0.00% | +8,209+32.3% | Added |
| Cary Street Partner Investment Advisory LLC | 30,196 | $506.4K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 29,139 | $489.0K | 0.04% | −6,673−18.6% | Reduced |
| Beacon Pointe Advisors, LLC | 28,982 | $486.0K | 0.01% | +28,982 | New |
| The PNC Financial Services Group, Inc. | 27,945 | $468.6K | 0.00% | +17,945+179.5% | Added |
| Mathes Company, Inc. | 27,900 | $468.0K | 0.22% | −9,450−25.3% | Reduced |
| Wells Fargo & Company | 25,798 | $432.6K | 0.00% | +3,236+14.3% | Added |
| Samalin Investment Counsel, LLC | 23,167 | $388.5K | 0.22% | +8,585+58.9% | Added |
| Wedbush Securities Inc | 21,933 | $368.0K | 0.02% | −394−1.8% | Reduced |
| Merit Financial Group, LLC | 21,793 | $365.5K | 0.01% | +109+0.5% | Added |
| Palogic Value Management, L.P. | 20,500 | $343.8K | 0.17% | −600−2.8% | Reduced |
| Royal Bank of Canada | 19,793 | $332.0K | 0.00% | +7,031+55.1% | Added |
| Shaker Financial Services, LLC | 18,337 | $307.5K | 0.14% | +18,337 | New |
| All Season Financial Advisors, Inc. | 18,258 | $306.2K | 0.31% | +828+4.8% | Added |
| Cetera Advisor Networks LLC | 17,610 | $295.3K | 0.00% | −1,788−9.2% | Reduced |
| Cerity Partners LLC | 17,300 | $290.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,161 | $271.0K | 0.00% | −443−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,000 | $251.6K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 14,700 | $246.5K | 0.07% | +14,700 | New |
| Capital Analysts, LLC | 14,599 | $245.0K | 0.01% | +14,599 | New |
| Walled Lake Planning & Wealth Management, LLC | 14,375 | $241.1K | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,096 | $236.4K | 0.00% | −1,358−8.8% | Reduced |
| HighTower Advisors, LLC | 12,234 | $204.0K | 0.00% | +1,035+9.2% | Added |
| Robinson Capital Management, LLC | 12,500 | $203.2K | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 12,083 | $202.6K | 0.00% | +426+3.7% | Added |
| Aviance Capital Partners, LLC | 11,225 | $188.2K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,441 | $175.1K | 0.03% | −749−6.7% | Reduced |
| Bank of America Corp | 7,513 | $126.0K | 0.00% | −195−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,705 | $112.5K | 0.00% | +673+11.2% | Added |
| Pathway Financial Advisers, LLC | 3,861 | $64.8K | 0.03% | +3,861 | New |
| Comerica Bank | 2,500 | $41.9K | 0.00% | +2,500 | New |
| Huntington National Bank | – | $40.2K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,100 | $35.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,902 | $32.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,850 | $31.0K | 0.00% | −730−28.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,800 | $30.2K | 0.00% | −1,306−42.0% | Reduced |
| Investors Research Corp | 1,200 | $20.1K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $17.6K | 0.00% | – | – |
| MCF Advisors LLC | 1,047 | $17.6K | 0.00% | +12+1.2% | Added |
| Elequin Capital LP | 1,026 | $17.2K | 0.00% | +1,026 | New |
| Geneos Wealth Management Inc. | 855 | $14.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 377 | $6.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $3.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −130,960−100.0% | Sold out |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −80,950−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −36,587−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −18,327−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −101−100.0% | Sold out |