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