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, Q4 2024
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Dec 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
- 75
- +11 vs. Q3 2024
- Shares held
- 4.79M
- +1.15M (+31.7%) vs. Q3 2024
- Total value
- $95.6M
- +$12.8M (+15.5%) vs. Q3 2024
- New holders
- 20
- 27 more added
- Sold out
- 9
- 16 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 975,313 | $19.4M | 0.01% | +975,313 | New |
| Cohen & Steers, Inc. | 451,762 | $9.01M | 0.02% | +42,000+10.2% | Added |
| Invesco Ltd. | 311,497 | $6.21M | 0.00% | +8,693+2.9% | Added |
| Mangrove Partners | 288,184 | $5.75M | 0.69% | −171,443−37.3% | Reduced |
| Guggenheim Capital LLC | 275,471 | $5.49M | 0.05% | +83,008+43.1% | Added |
| LPL Financial LLC | 264,693 | $5.28M | 0.00% | −9,922−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 208,989 | $4.17M | 0.02% | −20,398−8.9% | Reduced |
| Wells Fargo & Company | 191,409 | $3.82M | 0.00% | +21,877+12.9% | Added |
| Ameriprise Financial Inc | 187,235 | $3.73M | 0.00% | −12,972−6.5% | Reduced |
| Morgan Stanley | 182,552 | $3.64M | 0.00% | +6,798+3.9% | Added |
| Whipplewood Advisors, LLC | 140,478 | $2.80M | 1.59% | +140,478 | New |
| Smith Asset Management Co., LLC | 95,016 | $1.89M | 1.85% | +95,016 | New |
| Cambridge Investment Research Advisors, Inc. | 88,759 | $1.77M | 0.01% | +1,532+1.8% | Added |
| Shaker Financial Services, LLC | 75,240 | $1.50M | 0.57% | +30,925+69.8% | Added |
| 1776 Wealth LLC | 62,864 | $1.25M | 0.58% | −1,066−1.7% | Reduced |
| Envestnet Asset Management Inc | 60,108 | $1.20M | 0.00% | +767+1.3% | Added |
| Commonwealth Equity Services, LLC | 54,323 | $1.08M | 0.00% | −1,841−3.3% | Reduced |
| Seamount Financial Group Inc | 49,104 | $979.1K | 0.68% | −9,553−16.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 45,825 | $913.8K | 0.04% | +26,601+138.4% | Added |
| Advisor Group Holdings, Inc. | 44,154 | $880.4K | 0.00% | +7,136+19.3% | Added |
| Pathstone Holdings, LLC | 43,204 | $861.6K | 0.00% | +43,204 | New |
| Samalin Investment Counsel, LLC | 40,789 | $813.3K | 0.35% | +1,738+4.5% | Added |
| Sit Investment Associates Inc | 37,875 | $755.0K | 0.02% | +37,875 | New |
| Private Advisor Group, LLC | 36,893 | $735.7K | 0.00% | +451+1.2% | Added |
| Capital Analysts, LLC | 35,493 | $708.0K | 0.03% | +3,156+9.8% | Added |
| GWM Advisors LLC | 34,942 | $696.7K | 0.00% | −3,537−9.2% | Reduced |
| Principal Securities, Inc. | 34,478 | $687.5K | 0.02% | +1,775+5.4% | Added |
| Royal Bank of Canada | 29,447 | $587.0K | 0.00% | +659+2.3% | Added |
| Cary Street Partners Financial LLC | 26,396 | $526.3K | 0.02% | +26,396 | New |
| HighTower Advisors, LLC | 26,249 | $523.4K | 0.00% | −3,293−11.1% | Reduced |
| Revisor Wealth Management LLC | 24,339 | $485.3K | 0.45% | −22,903−48.5% | Reduced |
| Janney Montgomery Scott LLC | 23,352 | $466.0K | 0.00% | +23,352 | New |
| Merit Financial Group, LLC | 21,793 | $434.6K | 0.01% | +133+0.6% | Added |
| Centaurus Financial, Inc. | 21,116 | $421.0K | 0.03% | −1,591−7.0% | Reduced |
| Palogic Value Management, L.P. | 20,500 | $408.8K | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,878 | $396.4K | 0.00% | +265+1.4% | Added |
| Independent Advisor Alliance | 18,275 | $364.4K | 0.00% | +18,275 | New |
| Concurrent Investment Advisors, LLC | 18,250 | $363.9K | 0.01% | +1,918+11.7% | Added |
| Millennium Management LLC | 17,890 | $356.7K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 17,475 | $348.5K | 0.14% | +17,475 | New |
| Cerity Partners LLC | 16,529 | $329.6K | 0.00% | −1,872−10.2% | Reduced |
| Wedbush Securities Inc | 16,500 | $329.0K | 0.01% | −900−5.2% | Reduced |
| Mathes Company, Inc. | 16,500 | $329.0K | 0.12% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,825 | $295.6K | 0.00% | +14,825 | New |
| Rivernorth Capital Management, LLC | 13,522 | $269.6K | 0.01% | +13,522 | New |
| Bank of America Corp | 12,213 | $243.5K | 0.00% | +1,380+12.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $218.3K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,711 | $213.6K | 0.00% | −693−6.1% | Reduced |
| Fiduciary Alliance LLC | 10,350 | $206.4K | 0.02% | +10,350 | New |
| UBS Group AG | 8,321 | $165.9K | 0.00% | −4,580−35.5% | Reduced |
| Stance Capital LLC | 7,988 | $159.3K | 0.10% | +7,988 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,704 | $153.6K | 0.03% | +7,704 | New |
| Northwestern Mutual Wealth Management Co | 6,669 | $133.0K | 0.00% | +1,104+19.8% | Added |
| The PNC Financial Services Group, Inc. | 5,445 | $108.6K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 4,022 | $80.2K | 0.06% | +4,022 | New |
| Golden State Wealth Management, LLC | 3,931 | $78.4K | 0.01% | +3,931 | New |
| CWM, LLC | 2,884 | $58.0K | 0.00% | +761+35.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,800 | $55.8K | 0.00% | +1,000+55.6% | Added |
| Comerica Bank | 2,500 | $49.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $47.9K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $43.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,770 | $35.3K | 0.03% | +550+45.1% | Added |
| Westside Investment Management, Inc. | 1,667 | $33.2K | 0.01% | +1,667 | New |
| Investors Research Corp | 1,200 | $23.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,148 | $22.9K | 0.00% | +19+1.7% | Added |
| Wolverine Asset Management LLC | 861 | $17.2K | 0.00% | +861 | New |
| Geneos Wealth Management Inc. | 855 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 851 | $17.0K | 0.00% | +14+1.7% | Added |
| CoreCap Advisors, LLC | 803 | $16.0K | 0.00% | −60−7.0% | Reduced |
| Allworth Financial LP | 780 | $15.9K | 0.00% | +680+680.0% | Added |
| Bessemer Group Inc | 690 | $14.0K | 0.00% | +5+0.7% | Added |
| Jones Financial Companies LLLP | 653 | $13.0K | 0.00% | +653 | New |
| Provenance Wealth Advisors, LLC | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.71K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 108 | $2.10K | 0.00% | +108 | New |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −179,052−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −26,396−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,201−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,943−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −5,371−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| All Season Financial Advisors, Inc. | – | – | – | – | Not filed |