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