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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 108 | $2.10K | 0.00% | +108 | New |
| Sound Income Strategies, LLC | 236 | $4.71K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 653 | $13.0K | 0.00% | +653 | New |
| Bessemer Group Inc | 690 | $14.0K | 0.00% | +5+0.7% | Added |
| Allworth Financial LP | 780 | $15.9K | 0.00% | +680+680.0% | Added |
| CoreCap Advisors, LLC | 803 | $16.0K | 0.00% | −60−7.0% | Reduced |
| Harbour Investments, Inc. | 851 | $17.0K | 0.00% | +14+1.7% | Added |
| Geneos Wealth Management Inc. | 855 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 861 | $17.2K | 0.00% | +861 | New |
| MCF Advisors LLC | 1,148 | $22.9K | 0.00% | +19+1.7% | Added |
| Investors Research Corp | 1,200 | $23.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,667 | $33.2K | 0.01% | +1,667 | New |
| MeadowBrook Investment Advisors LLC | 1,770 | $35.3K | 0.03% | +550+45.1% | Added |
| North Star Investment Management Corp. | 2,200 | $43.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $47.9K | 0.00% | – | – |
| Comerica Bank | 2,500 | $49.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,800 | $55.8K | 0.00% | +1,000+55.6% | Added |
| CWM, LLC | 2,884 | $58.0K | 0.00% | +761+35.8% | Added |
| Golden State Wealth Management, LLC | 3,931 | $78.4K | 0.01% | +3,931 | New |
| South Plains Financial, Inc. | 4,022 | $80.2K | 0.06% | +4,022 | New |
| The PNC Financial Services Group, Inc. | 5,445 | $108.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,669 | $133.0K | 0.00% | +1,104+19.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,704 | $153.6K | 0.03% | +7,704 | New |
| Stance Capital LLC | 7,988 | $159.3K | 0.10% | +7,988 | New |
| UBS Group AG | 8,321 | $165.9K | 0.00% | −4,580−35.5% | Reduced |
| Fiduciary Alliance LLC | 10,350 | $206.4K | 0.02% | +10,350 | New |
| Atria Wealth Solutions, Inc. | 10,711 | $213.6K | 0.00% | −693−6.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $218.3K | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 12,213 | $243.5K | 0.00% | +1,380+12.7% | Added |
| Rivernorth Capital Management, LLC | 13,522 | $269.6K | 0.01% | +13,522 | New |
| Walleye Capital LLC | 14,825 | $295.6K | 0.00% | +14,825 | New |
| 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 |
| Cerity Partners LLC | 16,529 | $329.6K | 0.00% | −1,872−10.2% | Reduced |
| Robinson Capital Management, LLC | 17,475 | $348.5K | 0.14% | +17,475 | New |
| Millennium Management LLC | 17,890 | $356.7K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,250 | $363.9K | 0.01% | +1,918+11.7% | Added |
| Independent Advisor Alliance | 18,275 | $364.4K | 0.00% | +18,275 | New |
| Cetera Investment Advisers | 19,878 | $396.4K | 0.00% | +265+1.4% | Added |
| Palogic Value Management, L.P. | 20,500 | $408.8K | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 21,116 | $421.0K | 0.03% | −1,591−7.0% | Reduced |
| Merit Financial Group, LLC | 21,793 | $434.6K | 0.01% | +133+0.6% | Added |
| Janney Montgomery Scott LLC | 23,352 | $466.0K | 0.00% | +23,352 | New |
| Revisor Wealth Management LLC | 24,339 | $485.3K | 0.45% | −22,903−48.5% | Reduced |
| HighTower Advisors, LLC | 26,249 | $523.4K | 0.00% | −3,293−11.1% | Reduced |
| Cary Street Partners Financial LLC | 26,396 | $526.3K | 0.02% | +26,396 | New |
| Royal Bank of Canada | 29,447 | $587.0K | 0.00% | +659+2.3% | Added |
| Principal Securities, Inc. | 34,478 | $687.5K | 0.02% | +1,775+5.4% | Added |
| GWM Advisors LLC | 34,942 | $696.7K | 0.00% | −3,537−9.2% | Reduced |
| Capital Analysts, LLC | 35,493 | $708.0K | 0.03% | +3,156+9.8% | Added |
| Private Advisor Group, LLC | 36,893 | $735.7K | 0.00% | +451+1.2% | Added |
| Sit Investment Associates Inc | 37,875 | $755.0K | 0.02% | +37,875 | New |
| Samalin Investment Counsel, LLC | 40,789 | $813.3K | 0.35% | +1,738+4.5% | Added |
| Pathstone Holdings, LLC | 43,204 | $861.6K | 0.00% | +43,204 | New |
| Advisor Group Holdings, Inc. | 44,154 | $880.4K | 0.00% | +7,136+19.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 45,825 | $913.8K | 0.04% | +26,601+138.4% | Added |
| Seamount Financial Group Inc | 49,104 | $979.1K | 0.68% | −9,553−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 54,323 | $1.08M | 0.00% | −1,841−3.3% | Reduced |
| Envestnet Asset Management Inc | 60,108 | $1.20M | 0.00% | +767+1.3% | Added |
| 1776 Wealth LLC | 62,864 | $1.25M | 0.58% | −1,066−1.7% | Reduced |
| Shaker Financial Services, LLC | 75,240 | $1.50M | 0.57% | +30,925+69.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,759 | $1.77M | 0.01% | +1,532+1.8% | Added |
| Smith Asset Management Co., LLC | 95,016 | $1.89M | 1.85% | +95,016 | New |
| Whipplewood Advisors, LLC | 140,478 | $2.80M | 1.59% | +140,478 | New |
| Morgan Stanley | 182,552 | $3.64M | 0.00% | +6,798+3.9% | Added |
| Ameriprise Financial Inc | 187,235 | $3.73M | 0.00% | −12,972−6.5% | Reduced |
| Wells Fargo & Company | 191,409 | $3.82M | 0.00% | +21,877+12.9% | Added |
| Kovitz Investment Group Partners, LLC | 208,989 | $4.17M | 0.02% | −20,398−8.9% | Reduced |
| LPL Financial LLC | 264,693 | $5.28M | 0.00% | −9,922−3.6% | Reduced |
| Guggenheim Capital LLC | 275,471 | $5.49M | 0.05% | +83,008+43.1% | Added |
| Mangrove Partners | 288,184 | $5.75M | 0.69% | −171,443−37.3% | Reduced |
| Invesco Ltd. | 311,497 | $6.21M | 0.00% | +8,693+2.9% | Added |
| Cohen & Steers, Inc. | 451,762 | $9.01M | 0.02% | +42,000+10.2% | Added |
| Raymond James Financial Inc | 975,313 | $19.4M | 0.01% | +975,313 | 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 |