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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 635 | $12.0K | 0.00% | +635 | New |
| Harbour Investments, Inc. | 823 | $15.8K | 0.00% | +14+1.7% | Added |
| Geneos Wealth Management Inc. | 855 | $16.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 865 | $16.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,111 | $21.3K | 0.00% | +20+1.8% | Added |
| Investors Research Corp | 1,200 | $23.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,585 | $30.4K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,800 | $34.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,944 | $37.0K | 0.00% | +26+1.4% | Added |
| Camelot Portfolios, LLC | 2,000 | $38.4K | 0.02% | +2,000 | New |
| North Star Investment Management Corp. | 2,200 | $42.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $46.1K | 0.00% | – | – |
| Comerica Bank | 2,500 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,116 | $59.8K | 0.02% | +8+0.3% | Added |
| Gilliland Jeter Wealth Management LLC | 5,371 | $103.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,445 | $104.5K | 0.00% | −4,000−42.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,575 | $126.2K | 0.00% | +1,197+22.3% | Added |
| International Assets Investment Management, LLC | 8,328 | $159.9K | 0.02% | +8,328 | New |
| UBS Group AG | 10,284 | $197.5K | 0.00% | +611+6.3% | Added |
| Lakeview Capital Partners, LLC | 10,445 | $200.2K | 0.03% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 10,803 | $207.4K | 0.07% | −1,056−8.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $210.2K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,404 | $219.0K | 0.00% | −2,234−16.4% | Reduced |
| Nomura Holdings Inc | 12,188 | $234.0K | 0.00% | +12,188 | New |
| Bank of America Corp | 12,777 | $245.3K | 0.00% | +2,084+19.5% | Added |
| Integrated Wealth Concepts LLC | 15,000 | $288.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,411 | $295.9K | 0.01% | +5,351+53.2% | Added |
| Robinson Capital Management, LLC | 16,025 | $307.6K | 0.11% | 00.0% | Unchanged |
| Mathes Company, Inc. | 16,500 | $317.0K | 0.12% | −5,000−23.3% | Reduced |
| Cerity Partners LLC | 17,300 | $332.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 17,890 | $343.5K | 0.00% | −4,472−20.0% | Reduced |
| Wedbush Securities Inc | 18,450 | $354.0K | 0.01% | +2,100+12.8% | Added |
| Kestra Advisory Services, LLC | 18,571 | $356.6K | 0.00% | +2,602+16.3% | Added |
| Palogic Value Management, L.P. | 20,500 | $393.6K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,621 | $396.0K | 0.00% | +1,419+7.4% | Added |
| Merit Financial Group, LLC | 22,034 | $423.0K | 0.01% | +75+0.3% | Added |
| Centaurus Financial, Inc. | 22,933 | $440.0K | 0.03% | −4,212−15.5% | Reduced |
| Royal Bank of Canada | 24,301 | $467.0K | 0.00% | +5,199+27.2% | Added |
| HighTower Advisors, LLC | 25,543 | $490.0K | 0.00% | +25,543 | New |
| Cary Street Partner Investment Advisory LLC | 26,396 | $506.8K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29,218 | $561.0K | 0.02% | +3,342+12.9% | Added |
| All Season Financial Advisors, Inc. | 30,055 | $577.1K | 0.52% | −1,988−6.2% | Reduced |
| Envestnet Asset Management Inc | 30,534 | $586.2K | 0.00% | −6,096−16.6% | Reduced |
| Samalin Investment Counsel, LLC | 37,274 | $715.7K | 0.33% | +1,011+2.8% | Added |
| Advisor Group Holdings, Inc. | 38,200 | $733.4K | 0.00% | −21,817−36.4% | Reduced |
| GWM Advisors LLC | 40,534 | $778.2K | 0.01% | −870−2.1% | Reduced |
| Capital Analysts, LLC | 44,145 | $848.0K | 0.04% | +1,761+4.2% | Added |
| Private Advisor Group, LLC | 45,937 | $882.0K | 0.01% | +2,191+5.0% | Added |
| Wolverine Asset Management LLC | 47,006 | $902.5K | 0.02% | −2,036−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 55,457 | $1.06M | 0.00% | −450−0.8% | Reduced |
| Revisor Wealth Management LLC | 58,389 | $1.12M | 0.78% | −25,126−30.1% | Reduced |
| Seamount Financial Group Inc | 59,141 | $1.14M | 0.93% | 00.0% | Unchanged |
| 1776 Wealth LLC | 63,885 | $1.23M | 0.55% | −2,356−3.6% | Reduced |
| Landscape Capital Management, L.L.C. | 64,514 | $1.24M | 0.10% | +12,002+22.9% | Added |
| Boothbay Fund Management, LLC | 74,723 | $1.43M | 0.05% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 79,008 | $1.52M | 0.61% | +629+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,778 | $1.67M | 0.01% | −73−0.1% | Reduced |
| Guggenheim Capital LLC | 129,081 | $2.48M | 0.02% | +31,262+32.0% | Added |
| Wells Fargo & Company | 131,260 | $2.52M | 0.00% | +27,892+27.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 135,917 | $2.61M | 0.00% | +7,965+6.2% | Added |
| Rpo LLC | 166,051 | $3.19M | 4.81% | 00.0% | Unchanged |
| Morgan Stanley | 186,827 | $3.59M | 0.00% | −17,855−8.7% | Reduced |
| Ameriprise Financial Inc | 220,017 | $4.22M | 0.00% | +8,978+4.3% | Added |
| LPL Financial LLC | 284,288 | $5.46M | 0.00% | −29,393−9.4% | Reduced |
| Invesco Ltd. | 311,856 | $5.99M | 0.00% | +11,823+3.9% | Added |
| Cohen & Steers, Inc. | 343,762 | $6.60M | 0.01% | +65,262+23.4% | Added |
| Mangrove Partners | 459,627 | $8.82M | 0.79% | 00.0% | Unchanged |
| Raymond James & Associates | 732,041 | $14.1M | 0.01% | +49,598+7.3% | Added |
| 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 |