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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $19 | 0.00% | +1 | New |
| Allworth Financial LP | 100 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 809 | $15.5K | 0.00% | +809 | New |
| Geneos Wealth Management Inc. | 855 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 865 | $16.6K | 0.00% | +865 | New |
| MCF Advisors LLC | 1,091 | $20.9K | 0.00% | +24+2.2% | Added |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,585 | $30.4K | 0.03% | −430−21.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,800 | $34.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,918 | $37.0K | 0.00% | +37+2.0% | Added |
| North Star Investment Management Corp. | 2,200 | $42.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $46.0K | 0.00% | – | – |
| Comerica Bank | 2,500 | $47.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,108 | $59.6K | 0.02% | −202−6.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,371 | $103.0K | 0.04% | +5,371 | New |
| Northwestern Mutual Wealth Management Co | 5,378 | $103.1K | 0.00% | +90+1.7% | Added |
| The PNC Financial Services Group, Inc. | 9,445 | $181.1K | 0.00% | −5,000−34.6% | Reduced |
| UBS Group AG | 9,673 | $185.4K | 0.00% | +614+6.8% | Added |
| Concurrent Investment Advisors, LLC | 10,060 | $192.9K | 0.01% | −1,657−14.1% | Reduced |
| Lakeview Capital Partners, LLC | 10,445 | $200.2K | 0.03% | +20.0% | Added |
| Bank of America Corp | 10,693 | $205.0K | 0.00% | +4,740+79.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $209.9K | 0.09% | +10,950 | New |
| Flow State Investments, L.P. | 11,859 | $227.3K | 0.07% | −14,400−54.8% | Reduced |
| Atria Wealth Solutions, Inc. | 13,638 | $261.4K | 0.00% | −2,333−14.6% | Reduced |
| Integrated Wealth Concepts LLC | 15,000 | $287.6K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 16,025 | $294.1K | 0.11% | −10,099−38.7% | Reduced |
| Kestra Advisory Services, LLC | 15,969 | $306.1K | 0.00% | +1,206+8.2% | Added |
| Wedbush Securities Inc | 16,350 | $313.0K | 0.01% | −3,906−19.3% | Reduced |
| Cerity Partners LLC | 17,300 | $331.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 19,102 | $366.0K | 0.00% | +850+4.7% | Added |
| Cetera Investment Advisers | 19,202 | $368.1K | 0.00% | +19,202 | New |
| Palogic Value Management, L.P. | 20,500 | $393.0K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,959 | $408.0K | 0.01% | +53+0.2% | Added |
| Mathes Company, Inc. | 21,500 | $412.0K | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 22,362 | $428.7K | 0.00% | −9,266−29.3% | Reduced |
| Principal Securities, Inc. | 25,876 | $496.0K | 0.02% | +1,121+4.5% | Added |
| Cary Street Partner Investment Advisory LLC | 26,396 | $506.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 27,145 | $520.0K | 0.04% | −1,037−3.7% | Reduced |
| All Season Financial Advisors, Inc. | 32,043 | $614.3K | 0.51% | +740+2.4% | Added |
| Samalin Investment Counsel, LLC | 36,263 | $695.2K | 0.33% | +1,423+4.1% | Added |
| Envestnet Asset Management Inc | 36,630 | $702.2K | 0.00% | −5,366−12.8% | Reduced |
| GWM Advisors LLC | 41,404 | $793.7K | 0.01% | −3,147−7.1% | Reduced |
| Capital Analysts, LLC | 42,384 | $813.0K | 0.04% | +6,213+17.2% | Added |
| Private Advisor Group, LLC | 43,746 | $838.6K | 0.01% | +1,015+2.4% | Added |
| Wolverine Asset Management LLC | 49,042 | $940.1K | 0.02% | +17,227+54.1% | Added |
| Landscape Capital Management, L.L.C. | 52,512 | $1.01M | 0.09% | +10,528+25.1% | Added |
| Commonwealth Equity Services, LLC | 55,907 | $1.07M | 0.00% | −817−1.4% | Reduced |
| Seamount Financial Group Inc | 59,141 | $1.13M | 0.99% | −109−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 60,017 | $1.15M | 0.00% | −9,931−14.2% | Reduced |
| 1776 Wealth LLC | 66,241 | $1.27M | 0.62% | −496−0.7% | Reduced |
| Boothbay Fund Management, LLC | 74,723 | $1.43M | 0.04% | −25,754−25.6% | Reduced |
| Shaker Financial Services, LLC | 78,379 | $1.50M | 0.58% | +29,947+61.8% | Added |
| Revisor Wealth Management LLC | 83,515 | $1.54M | 0.70% | +37,390+81.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,851 | $1.67M | 0.01% | +4,686+5.7% | Added |
| Guggenheim Capital LLC | 97,819 | $1.88M | 0.01% | +20,462+26.5% | Added |
| Wells Fargo & Company | 103,368 | $1.98M | 0.00% | +50,101+94.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 127,952 | $2.45M | 0.00% | +2,546+2.0% | Added |
| Rpo LLC | 166,051 | $3.18M | 4.67% | −57,232−25.6% | Reduced |
| Morgan Stanley | 204,682 | $3.92M | 0.00% | −957−0.5% | Reduced |
| Ameriprise Financial Inc | 211,039 | $4.04M | 0.00% | −21,106−9.1% | Reduced |
| Relative Value Partners Group, LLC | 269,481 | $5.09M | 0.31% | −4,016−1.5% | Reduced |
| Cohen & Steers, Inc. | 278,500 | $5.34M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 300,033 | $5.75M | 0.00% | +22,671+8.2% | Added |
| LPL Financial LLC | 313,681 | $6.01M | 0.00% | +24,922+8.6% | Added |
| Mangrove Partners | 459,627 | $8.81M | 0.76% | 00.0% | Unchanged |
| Raymond James & Associates | 682,443 | $13.1M | 0.01% | +78,852+13.1% | Added |
| 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 |