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, Q1 2024
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Mar 31, 2024. 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
- 67
- −2 vs. Q4 2023
- Shares held
- 4.51M
- +120.8K (+2.7%) vs. Q4 2023
- Total value
- $86.4M
- +$8.33M (+10.7%) vs. Q4 2023
- New holders
- 6
- 25 more added
- Sold out
- 8
- 21 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 682,443 | $13.1M | 0.01% | +78,852+13.1% | Added |
| Mangrove Partners | 459,627 | $8.81M | 0.76% | 00.0% | Unchanged |
| LPL Financial LLC | 313,681 | $6.01M | 0.00% | +24,922+8.6% | Added |
| Invesco Ltd. | 300,033 | $5.75M | 0.00% | +22,671+8.2% | Added |
| Cohen & Steers, Inc. | 278,500 | $5.34M | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 269,481 | $5.09M | 0.31% | −4,016−1.5% | Reduced |
| Ameriprise Financial Inc | 211,039 | $4.04M | 0.00% | −21,106−9.1% | Reduced |
| Morgan Stanley | 204,682 | $3.92M | 0.00% | −957−0.5% | Reduced |
| Rpo LLC | 166,051 | $3.18M | 4.67% | −57,232−25.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,952 | $2.45M | 0.00% | +2,546+2.0% | Added |
| Wells Fargo & Company | 103,368 | $1.98M | 0.00% | +50,101+94.1% | Added |
| Guggenheim Capital LLC | 97,819 | $1.88M | 0.01% | +20,462+26.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,851 | $1.67M | 0.01% | +4,686+5.7% | Added |
| Revisor Wealth Management LLC | 83,515 | $1.54M | 0.70% | +37,390+81.1% | Added |
| Shaker Financial Services, LLC | 78,379 | $1.50M | 0.58% | +29,947+61.8% | Added |
| Boothbay Fund Management, LLC | 74,723 | $1.43M | 0.04% | −25,754−25.6% | Reduced |
| 1776 Wealth LLC | 66,241 | $1.27M | 0.62% | −496−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 60,017 | $1.15M | 0.00% | −9,931−14.2% | Reduced |
| Seamount Financial Group Inc | 59,141 | $1.13M | 0.99% | −109−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 55,907 | $1.07M | 0.00% | −817−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 52,512 | $1.01M | 0.09% | +10,528+25.1% | Added |
| Wolverine Asset Management LLC | 49,042 | $940.1K | 0.02% | +17,227+54.1% | Added |
| Private Advisor Group, LLC | 43,746 | $838.6K | 0.01% | +1,015+2.4% | Added |
| Capital Analysts, LLC | 42,384 | $813.0K | 0.04% | +6,213+17.2% | Added |
| GWM Advisors LLC | 41,404 | $793.7K | 0.01% | −3,147−7.1% | Reduced |
| Envestnet Asset Management Inc | 36,630 | $702.2K | 0.00% | −5,366−12.8% | Reduced |
| Samalin Investment Counsel, LLC | 36,263 | $695.2K | 0.33% | +1,423+4.1% | Added |
| All Season Financial Advisors, Inc. | 32,043 | $614.3K | 0.51% | +740+2.4% | Added |
| Centaurus Financial, Inc. | 27,145 | $520.0K | 0.04% | −1,037−3.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,396 | $506.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 25,876 | $496.0K | 0.02% | +1,121+4.5% | Added |
| Millennium Management LLC | 22,362 | $428.7K | 0.00% | −9,266−29.3% | Reduced |
| Mathes Company, Inc. | 21,500 | $412.0K | 0.15% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,959 | $408.0K | 0.01% | +53+0.2% | Added |
| Palogic Value Management, L.P. | 20,500 | $393.0K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,202 | $368.1K | 0.00% | +19,202 | New |
| Royal Bank of Canada | 19,102 | $366.0K | 0.00% | +850+4.7% | Added |
| Cerity Partners LLC | 17,300 | $331.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,350 | $313.0K | 0.01% | −3,906−19.3% | Reduced |
| Kestra Advisory Services, LLC | 15,969 | $306.1K | 0.00% | +1,206+8.2% | Added |
| Robinson Capital Management, LLC | 16,025 | $294.1K | 0.11% | −10,099−38.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,000 | $287.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,638 | $261.4K | 0.00% | −2,333−14.6% | Reduced |
| Flow State Investments, L.P. | 11,859 | $227.3K | 0.07% | −14,400−54.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $209.9K | 0.09% | +10,950 | New |
| Bank of America Corp | 10,693 | $205.0K | 0.00% | +4,740+79.6% | Added |
| Lakeview Capital Partners, LLC | 10,445 | $200.2K | 0.03% | +20.0% | Added |
| Concurrent Investment Advisors, LLC | 10,060 | $192.9K | 0.01% | −1,657−14.1% | Reduced |
| UBS Group AG | 9,673 | $185.4K | 0.00% | +614+6.8% | Added |
| The PNC Financial Services Group, Inc. | 9,445 | $181.1K | 0.00% | −5,000−34.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,378 | $103.1K | 0.00% | +90+1.7% | Added |
| Gilliland Jeter Wealth Management LLC | 5,371 | $103.0K | 0.04% | +5,371 | New |
| Pathway Financial Advisers, LLC | 3,108 | $59.6K | 0.02% | −202−6.1% | Reduced |
| Comerica Bank | 2,500 | $47.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $46.0K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $42.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,918 | $37.0K | 0.00% | +37+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,800 | $34.5K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,585 | $30.4K | 0.03% | −430−21.3% | Reduced |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,091 | $20.9K | 0.00% | +24+2.2% | Added |
| CoreCap Advisors, LLC | 865 | $16.6K | 0.00% | +865 | New |
| Geneos Wealth Management Inc. | 855 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 809 | $15.5K | 0.00% | +809 | New |
| Sound Income Strategies, LLC | 236 | $4.53K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.92K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $19 | 0.00% | +1 | New |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −21,030−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,532−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,762−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |