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 $116.7M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Jun 30, 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
- 70
- +3 vs. Q1 2024
- Shares held
- 4.41M
- −105.4K (−2.3%) vs. Q1 2024
- Total value
- $84.7M
- −$1.73M (−2.0%) vs. Q1 2024
- New holders
- 5
- 26 more added
- Sold out
- 2
- 17 more reduced
Compare with Q1 2024: 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 | $116.7M |
| Q1 2026 | 80 | $108.3M |
| Q4 2025 | 85 | $113.0M |
| Q3 2025 | 82 | $117.6M |
| Q2 2025 | 76 | $104.6M |
| Q1 2025 | 73 | $99.2M |
| Q4 2024 | 75 | $95.6M |
| Q3 2024 | 67 | $102.5M |
| Q2 2024 | 70 | $84.7M |
| Q1 2024 | 67 | $94.3M |
| Q4 2023 | 70 | $81.7M |
| Q3 2023 | 64 | $58.3M |
| Q2 2023 | 62 | $56.3M |
| Q1 2023 | 63 | $50.9M |
| 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 | $83.5M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 732,041 | $14.1M | 0.01% | +49,598+7.3% | Added |
| Mangrove Partners | 459,627 | $8.82M | 0.79% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 343,762 | $6.60M | 0.01% | +65,262+23.4% | Added |
| Invesco Ltd. | 311,856 | $5.99M | 0.00% | +11,823+3.9% | Added |
| LPL Financial LLC | 284,288 | $5.46M | 0.00% | −29,393−9.4% | Reduced |
| Ameriprise Financial Inc | 220,017 | $4.22M | 0.00% | +8,978+4.3% | Added |
| Morgan Stanley | 186,827 | $3.59M | 0.00% | −17,855−8.7% | Reduced |
| Rpo LLC | 166,051 | $3.19M | 4.81% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 135,917 | $2.61M | 0.00% | +7,965+6.2% | Added |
| Wells Fargo & Company | 131,260 | $2.52M | 0.00% | +27,892+27.0% | Added |
| Guggenheim Capital LLC | 129,081 | $2.48M | 0.02% | +31,262+32.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,778 | $1.67M | 0.01% | −73−0.1% | Reduced |
| Shaker Financial Services, LLC | 79,008 | $1.52M | 0.61% | +629+0.8% | Added |
| Boothbay Fund Management, LLC | 74,723 | $1.43M | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 64,514 | $1.24M | 0.10% | +12,002+22.9% | Added |
| 1776 Wealth LLC | 63,885 | $1.23M | 0.55% | −2,356−3.6% | Reduced |
| Seamount Financial Group Inc | 59,141 | $1.14M | 0.93% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 58,389 | $1.12M | 0.78% | −25,126−30.1% | Reduced |
| Commonwealth Equity Services, LLC | 55,457 | $1.06M | 0.00% | −450−0.8% | Reduced |
| Wolverine Asset Management LLC | 47,006 | $902.5K | 0.02% | −2,036−4.2% | Reduced |
| Private Advisor Group, LLC | 45,937 | $882.0K | 0.01% | +2,191+5.0% | Added |
| Capital Analysts, LLC | 44,145 | $848.0K | 0.04% | +1,761+4.2% | Added |
| GWM Advisors LLC | 40,534 | $778.2K | 0.01% | −870−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 38,200 | $733.4K | 0.00% | −21,817−36.4% | Reduced |
| Samalin Investment Counsel, LLC | 37,274 | $715.7K | 0.33% | +1,011+2.8% | Added |
| Envestnet Asset Management Inc | 30,534 | $586.2K | 0.00% | −6,096−16.6% | Reduced |
| All Season Financial Advisors, Inc. | 30,055 | $577.1K | 0.52% | −1,988−6.2% | Reduced |
| Principal Securities, Inc. | 29,218 | $561.0K | 0.02% | +3,342+12.9% | Added |
| Cary Street Partner Investment Advisory LLC | 26,396 | $506.8K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,543 | $490.0K | 0.00% | +25,543 | New |
| Royal Bank of Canada | 24,301 | $467.0K | 0.00% | +5,199+27.2% | Added |
| Centaurus Financial, Inc. | 22,933 | $440.0K | 0.03% | −4,212−15.5% | Reduced |
| Merit Financial Group, LLC | 22,034 | $423.0K | 0.01% | +75+0.3% | Added |
| Cetera Investment Advisers | 20,621 | $396.0K | 0.00% | +1,419+7.4% | Added |
| Palogic Value Management, L.P. | 20,500 | $393.6K | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,571 | $356.6K | 0.00% | +2,602+16.3% | Added |
| Wedbush Securities Inc | 18,450 | $354.0K | 0.01% | +2,100+12.8% | Added |
| Millennium Management LLC | 17,890 | $343.5K | 0.00% | −4,472−20.0% | Reduced |
| Cerity Partners LLC | 17,300 | $332.2K | 0.00% | 00.0% | Unchanged |
| Mathes Company, Inc. | 16,500 | $317.0K | 0.12% | −5,000−23.3% | Reduced |
| Robinson Capital Management, LLC | 16,025 | $307.6K | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,411 | $295.9K | 0.01% | +5,351+53.2% | Added |
| Integrated Wealth Concepts LLC | 15,000 | $288.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,777 | $245.3K | 0.00% | +2,084+19.5% | Added |
| Nomura Holdings Inc | 12,188 | $234.0K | 0.00% | +12,188 | New |
| Atria Wealth Solutions, Inc. | 11,404 | $219.0K | 0.00% | −2,234−16.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $210.2K | 0.09% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 10,803 | $207.4K | 0.07% | −1,056−8.9% | Reduced |
| Lakeview Capital Partners, LLC | 10,445 | $200.2K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 10,284 | $197.5K | 0.00% | +611+6.3% | Added |
| International Assets Investment Management, LLC | 8,328 | $159.9K | 0.02% | +8,328 | New |
| Northwestern Mutual Wealth Management Co | 6,575 | $126.2K | 0.00% | +1,197+22.3% | Added |
| The PNC Financial Services Group, Inc. | 5,445 | $104.5K | 0.00% | −4,000−42.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,371 | $103.1K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,116 | $59.8K | 0.02% | +8+0.3% | Added |
| Comerica Bank | 2,500 | $48.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $46.1K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $42.2K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,000 | $38.4K | 0.02% | +2,000 | New |
| CWM, LLC | 1,944 | $37.0K | 0.00% | +26+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,800 | $34.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,585 | $30.4K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,111 | $21.3K | 0.00% | +20+1.8% | Added |
| CoreCap Advisors, LLC | 865 | $16.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 823 | $15.8K | 0.00% | +14+1.7% | Added |
| Bessemer Group Inc | 635 | $12.0K | 0.00% | +635 | New |
| Sound Income Strategies, LLC | 236 | $4.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −269,481−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |