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, Q4 2023
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Dec 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
- 70
- +6 vs. Q3 2023
- Shares held
- 4.39M
- +922.4K (+26.6%) vs. Q3 2023
- Total value
- $78.1M
- +$19.8M (+34.0%) vs. Q3 2023
- New holders
- 12
- 26 more added
- Sold out
- 6
- 19 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 603,591 | $10.7M | 0.01% | −7,654−1.3% | Reduced |
| Mangrove Partners | 459,627 | $8.16M | 0.71% | +53,627+13.2% | Added |
| LPL Financial LLC | 288,759 | $5.13M | 0.00% | +51,563+21.7% | Added |
| Cohen & Steers, Inc. | 278,500 | $4.94M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 277,362 | $4.92M | 0.00% | +13,151+5.0% | Added |
| Relative Value Partners Group, LLC | 273,497 | $4.85M | 0.30% | +273,497 | New |
| Ameriprise Financial Inc | 232,145 | $4.12M | 0.00% | +25,412+12.3% | Added |
| Rpo LLC | 223,283 | $3.96M | 6.25% | +136,538+157.4% | Added |
| Morgan Stanley | 205,639 | $3.65M | 0.00% | +101,646+97.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 125,406 | $2.23M | 0.00% | −14,069−10.1% | Reduced |
| Boothbay Fund Management, LLC | 100,477 | $1.78M | 0.07% | +61,442+157.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,165 | $1.46M | 0.01% | +4,907+6.4% | Added |
| Guggenheim Capital LLC | 77,357 | $1.37M | 0.01% | +9,009+13.2% | Added |
| Advisor Group Holdings, Inc. | 69,948 | $1.24M | 0.00% | −39,253−35.9% | Reduced |
| 1776 Wealth LLC | 66,737 | $1.18M | 0.59% | +66,737 | New |
| Seamount Financial Group Inc | 59,250 | $1.05M | 1.01% | +59,250 | New |
| Commonwealth Equity Services, LLC | 56,724 | $1.01M | 0.00% | +40.0% | Added |
| Wells Fargo & Company | 53,267 | $945.5K | 0.00% | +27,469+106.5% | Added |
| Shaker Financial Services, LLC | 48,432 | $859.7K | 0.35% | +30,095+164.1% | Added |
| GWM Advisors LLC | 44,551 | $822.9K | 0.01% | +10,853+32.2% | Added |
| Revisor Wealth Management LLC | 46,125 | $818.7K | 0.94% | −9,671−17.3% | Reduced |
| Private Advisor Group, LLC | 42,731 | $758.5K | 0.01% | −634−1.5% | Reduced |
| Envestnet Asset Management Inc | 41,996 | $745.4K | 0.00% | +8,373+24.9% | Added |
| Landscape Capital Management, L.L.C. | 41,984 | $745.2K | 0.07% | +41,984 | New |
| Capital Analysts, LLC | 36,171 | $642.0K | 0.03% | +21,572+147.8% | Added |
| Samalin Investment Counsel, LLC | 34,840 | $618.4K | 0.31% | +11,673+50.4% | Added |
| Wolverine Asset Management LLC | 31,815 | $564.7K | 0.01% | −21,865−40.7% | Reduced |
| Millennium Management LLC | 31,628 | $561.4K | 0.00% | −5,704−15.3% | Reduced |
| All Season Financial Advisors, Inc. | 31,303 | $555.6K | 0.47% | +13,045+71.4% | Added |
| Centaurus Financial, Inc. | 28,182 | $500.0K | 0.04% | −957−3.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,396 | $468.5K | 0.02% | −3,800−12.6% | Reduced |
| Robinson Capital Management, LLC | 26,124 | $466.6K | 0.17% | +13,624+109.0% | Added |
| Flow State Investments, L.P. | 26,259 | $466.1K | 0.16% | +26,259 | New |
| Principal Securities, Inc. | 24,755 | $439.4K | 0.02% | +24,755 | New |
| Merit Financial Group, LLC | 21,906 | $388.8K | 0.01% | +113+0.5% | Added |
| Mathes Company, Inc. | 21,500 | $382.0K | 0.16% | −6,400−22.9% | Reduced |
| Logan Stone Capital, LLC | 21,030 | $373.3K | 0.08% | +6,330+43.1% | Added |
| Palogic Value Management, L.P. | 20,500 | $363.9K | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,256 | $360.0K | 0.02% | −1,677−7.6% | Reduced |
| Royal Bank of Canada | 18,252 | $324.0K | 0.00% | −1,541−7.8% | Reduced |
| Cetera Advisor Networks LLC | 17,532 | $311.2K | 0.00% | −78−0.4% | Reduced |
| Cerity Partners LLC | 17,300 | $307.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,971 | $283.5K | 0.00% | −190−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,000 | $266.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,763 | $262.0K | 0.00% | +667+4.7% | Added |
| The PNC Financial Services Group, Inc. | 14,445 | $256.4K | 0.00% | −13,500−48.3% | Reduced |
| Concurrent Investment Advisors, LLC | 11,717 | $208.0K | 0.01% | +11,717 | New |
| Lakeview Capital Partners, LLC | 10,443 | $185.4K | 0.03% | +20.0% | Added |
| UBS Group AG | 9,059 | $160.8K | 0.00% | −3,024−25.0% | Reduced |
| Elequin Capital LP | 8,762 | $155.5K | 0.05% | +7,736+754.0% | Added |
| Bank of America Corp | 5,953 | $105.7K | 0.00% | −1,560−20.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,288 | $93.9K | 0.00% | −1,417−21.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,528 | $62.6K | 0.01% | +3,528 | New |
| Truvestments Capital LLC | 3,500 | $62.1K | 0.03% | +3,500 | New |
| Pathway Financial Advisers, LLC | 3,310 | $58.7K | 0.02% | −551−14.3% | Reduced |
| Comerica Bank | 2,500 | $44.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $42.6K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $39.0K | 0.00% | +100+4.8% | Added |
| MeadowBrook Investment Advisors LLC | 2,015 | $35.8K | 0.03% | +2,015 | New |
| Tradition Wealth Management, LLC | 1,902 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,881 | $33.0K | 0.00% | +31+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,800 | $31.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $21.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,067 | $18.9K | 0.00% | +20+1.9% | Added |
| Osterweis Capital Management Inc | – | $18.6K | 0.00% | – | – |
| Geneos Wealth Management Inc. | 855 | $15.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 502 | $8.93K | 0.00% | +502 | New |
| Advisory Services Network, LLC | 365 | $6.48K | 0.00% | +365 | New |
| Sound Income Strategies, LLC | 236 | $4.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −28,982−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −14,375−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,234−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −11,225−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |