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, Q3 2024
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Sep 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
- 67
- −3 vs. Q2 2024
- Shares held
- 4.55M
- +143.1K (+3.2%) vs. Q2 2024
- Total value
- $102.4M
- +$17.7M (+20.9%) vs. Q2 2024
- New holders
- 5
- 23 more added
- Sold out
- 8
- 22 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 745,709 | $16.0M | 0.01% | +13,668+1.9% | Added |
| Mangrove Partners | 459,627 | $9.88M | 0.95% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 409,762 | $8.81M | 0.02% | +66,000+19.2% | Added |
| International Assets Investment Management, LLC | 179,052 | $8.33M | 0.04% | +170,724+2,050.0% | Added |
| Invesco Ltd. | 302,804 | $6.51M | 0.00% | −9,052−2.9% | Reduced |
| LPL Financial LLC | 274,615 | $5.90M | 0.00% | −9,673−3.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 229,387 | $4.91M | 0.03% | +229,387 | New |
| Ameriprise Financial Inc | 200,207 | $4.30M | 0.00% | −19,810−9.0% | Reduced |
| Guggenheim Capital LLC | 192,463 | $4.14M | 0.03% | +63,382+49.1% | Added |
| Morgan Stanley | 175,754 | $3.78M | 0.00% | −11,073−5.9% | Reduced |
| Wells Fargo & Company | 169,532 | $3.64M | 0.00% | +38,272+29.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 137,393 | $2.95M | 0.00% | +1,476+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,227 | $1.88M | 0.01% | +449+0.5% | Added |
| 1776 Wealth LLC | 63,930 | $1.37M | 0.62% | +45+0.1% | Added |
| Envestnet Asset Management Inc | 59,341 | $1.28M | 0.00% | +28,807+94.3% | Added |
| Seamount Financial Group Inc | 58,657 | $1.26M | 0.95% | −484−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 56,164 | $1.21M | 0.00% | +707+1.3% | Added |
| Revisor Wealth Management LLC | 47,242 | $1.02M | 0.63% | −11,147−19.1% | Reduced |
| Shaker Financial Services, LLC | 44,315 | $952.8K | 0.36% | −34,693−43.9% | Reduced |
| Samalin Investment Counsel, LLC | 39,051 | $839.6K | 0.37% | +1,777+4.8% | Added |
| GWM Advisors LLC | 38,479 | $827.3K | 0.01% | −2,055−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 37,018 | $795.9K | 0.00% | −1,182−3.1% | Reduced |
| Private Advisor Group, LLC | 36,442 | $783.5K | 0.00% | −9,495−20.7% | Reduced |
| Principal Securities, Inc. | 32,703 | $703.1K | 0.02% | +3,485+11.9% | Added |
| Capital Analysts, LLC | 32,337 | $695.0K | 0.03% | −11,808−26.7% | Reduced |
| All Season Financial Advisors, Inc. | 30,105 | $647.2K | 0.55% | +50+0.2% | Added |
| HighTower Advisors, LLC | 29,542 | $635.0K | 0.00% | +3,999+15.7% | Added |
| Royal Bank of Canada | 28,788 | $619.0K | 0.00% | +4,487+18.5% | Added |
| Cary Street Partner Investment Advisory LLC | 26,396 | $567.5K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 22,707 | $488.0K | 0.03% | −226−1.0% | Reduced |
| Kestra Advisory Services, LLC | 22,201 | $477.3K | 0.00% | +3,630+19.5% | Added |
| Merit Financial Group, LLC | 21,660 | $465.7K | 0.01% | −374−1.7% | Reduced |
| Palogic Value Management, L.P. | 20,500 | $440.8K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,613 | $421.7K | 0.00% | −1,008−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,224 | $413.3K | 0.02% | +19,224 | New |
| Cerity Partners LLC | 18,401 | $395.6K | 0.00% | +1,101+6.4% | Added |
| Millennium Management LLC | 17,890 | $384.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,400 | $374.0K | 0.01% | −1,050−5.7% | Reduced |
| Mathes Company, Inc. | 16,500 | $355.0K | 0.13% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,332 | $351.1K | 0.01% | +921+6.0% | Added |
| Landscape Capital Management, L.L.C. | 13,943 | $299.8K | 0.03% | −50,571−78.4% | Reduced |
| UBS Group AG | 12,901 | $277.4K | 0.00% | +2,617+25.4% | Added |
| Atria Wealth Solutions, Inc. | 11,404 | $245.2K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $235.4K | 0.09% | 00.0% | Unchanged |
| Bank of America Corp | 10,833 | $232.9K | 0.00% | −1,944−15.2% | Reduced |
| Lakeview Capital Partners, LLC | 10,350 | $222.5K | 0.04% | −95−0.9% | Reduced |
| Aviance Capital Partners, LLC | 9,425 | $202.6K | 0.03% | +9,425 | New |
| Northwestern Mutual Wealth Management Co | 5,565 | $119.6K | 0.00% | −1,010−15.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,445 | $117.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 5,371 | $115.5K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,968 | $63.8K | 0.03% | −148−4.7% | Reduced |
| Comerica Bank | 2,500 | $53.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $51.6K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $47.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,123 | $46.0K | 0.00% | +179+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,800 | $38.7K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,220 | $26.2K | 0.02% | −365−23.0% | Reduced |
| Investors Research Corp | 1,200 | $25.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,129 | $24.3K | 0.00% | +18+1.6% | Added |
| CoreCap Advisors, LLC | 863 | $18.6K | 0.00% | −2−0.2% | Reduced |
| Geneos Wealth Management Inc. | 855 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 837 | $18.0K | 0.00% | +14+1.7% | Added |
| Bessemer Group Inc | 685 | $15.0K | 0.00% | +50+7.9% | Added |
| Provenance Wealth Advisors, LLC | 280 | $6.02K | 0.00% | +280 | New |
| Sound Income Strategies, LLC | 236 | $5.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $2.15K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $22 | 0.00% | +1 | New |
| Rpo LLC | 0 | $0 | 0.00% | −166,051−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −74,723−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −47,006−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −16,025−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,188−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −10,803−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |