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, Q1 2025
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Mar 31, 2025. 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
- 73
- −2 vs. Q4 2024
- Shares held
- 4.76M
- −29.9K (−0.6%) vs. Q4 2024
- Total value
- $99.2M
- +$3.64M (+3.8%) vs. Q4 2024
- New holders
- 7
- 28 more added
- Sold out
- 9
- 20 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 990,747 | $20.1M | 0.01% | +15,434+1.6% | Added |
| Cohen & Steers, Inc. | 456,489 | $9.24M | 0.02% | +4,727+1.0% | Added |
| Guggenheim Capital LLC | 311,916 | $6.31M | 0.06% | +36,445+13.2% | Added |
| Invesco Ltd. | 301,020 | $6.09M | 0.00% | −10,477−3.4% | Reduced |
| LPL Financial LLC | 282,048 | $5.71M | 0.00% | +17,355+6.6% | Added |
| Wells Fargo & Company | 228,507 | $4.63M | 0.00% | +37,098+19.4% | Added |
| Pathstone Holdings, LLC | 226,551 | $4.62M | 0.02% | +183,347+424.4% | Added |
| Kovitz Investment Group Partners, LLC | 181,118 | $3.67M | 0.02% | −27,871−13.3% | Reduced |
| Ameriprise Financial Inc | 177,382 | $3.59M | 0.00% | −9,853−5.3% | Reduced |
| Morgan Stanley | 156,793 | $3.17M | 0.00% | −25,759−14.1% | Reduced |
| Whipplewood Advisors, LLC | 3,250 | $2.85M | 1.69% | −137,228−97.7% | Reduced |
| Smith Asset Management Co., LLC | 98,096 | $1.99M | 1.87% | +3,080+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 86,245 | $1.75M | 0.01% | −2,514−2.8% | Reduced |
| Shaker Financial Services, LLC | 73,872 | $1.50M | 0.58% | −1,368−1.8% | Reduced |
| Envestnet Asset Management Inc | 67,694 | $1.37M | 0.00% | +7,586+12.6% | Added |
| Revisor Wealth Management LLC | 66,686 | $1.35M | 0.60% | +42,347+174.0% | Added |
| 1776 Wealth LLC | 61,147 | $1.24M | 0.57% | −1,717−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 59,389 | $1.20M | 0.05% | +13,564+29.6% | Added |
| Commonwealth Equity Services, LLC | 58,060 | $1.18M | 0.00% | +3,737+6.9% | Added |
| Seamount Financial Group Inc | 51,063 | $1.03M | 0.70% | +1,959+4.0% | Added |
| Advisor Group Holdings, Inc. | 44,181 | $894.2K | 0.00% | +27+0.1% | Added |
| Mangrove Partners | 44,089 | $892.4K | 0.10% | −244,095−84.7% | Reduced |
| Samalin Investment Counsel, LLC | 43,479 | $880.0K | 0.36% | +2,690+6.6% | Added |
| Strategic Advocates LLC | 40,566 | $821.1K | 0.29% | +40,566 | New |
| Sit Investment Associates Inc | 38,141 | $772.0K | 0.02% | +266+0.7% | Added |
| Private Advisor Group, LLC | 37,238 | $753.7K | 0.00% | +345+0.9% | Added |
| GWM Advisors LLC | 34,772 | $703.8K | 0.00% | −170−0.5% | Reduced |
| AlphaCore Capital LLC | 34,651 | $701.3K | 0.06% | +34,651 | New |
| Principal Securities, Inc. | 34,478 | $687.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33,588 | $680.0K | 0.03% | −1,905−5.4% | Reduced |
| Concurrent Investment Advisors, LLC | 26,518 | $536.7K | 0.01% | +8,268+45.3% | Added |
| Royal Bank of Canada | 26,460 | $536.0K | 0.00% | −2,987−10.1% | Reduced |
| Cary Street Partners Financial LLC | 25,651 | $519.2K | 0.02% | −745−2.8% | Reduced |
| Janney Montgomery Scott LLC | 23,956 | $485.0K | 0.00% | +604+2.6% | Added |
| Merit Financial Group, LLC | 22,118 | $447.7K | 0.01% | +325+1.5% | Added |
| Cetera Investment Advisers | 20,753 | $420.0K | 0.00% | +875+4.4% | Added |
| HighTower Advisors, LLC | 20,581 | $416.6K | 0.00% | −5,668−21.6% | Reduced |
| Palogic Value Management, L.P. | 20,500 | $414.9K | 0.18% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,136 | $407.6K | 0.00% | +5,311+35.8% | Added |
| Centaurus Financial, Inc. | 19,902 | $403.0K | 0.02% | −1,214−5.7% | Reduced |
| Bank of America Corp | 18,555 | $375.6K | 0.00% | +6,342+51.9% | Added |
| Readystate Asset Management LP | 17,926 | $362.8K | 0.02% | +17,926 | New |
| Robinson Capital Management, LLC | 17,475 | $353.7K | 0.14% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,549 | $334.9K | 0.00% | +20+0.1% | Added |
| Mathes Company, Inc. | 15,500 | $314.0K | 0.13% | −1,000−6.1% | Reduced |
| Baird Financial Group, Inc. | 13,859 | $280.5K | 0.00% | +13,859 | New |
| Wedbush Securities Inc | 13,600 | $275.0K | 0.01% | −2,900−17.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $221.6K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,711 | $216.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,350 | $209.5K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 8,122 | $164.4K | 0.00% | −199−2.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,788 | $157.6K | 0.03% | +84+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,766 | $116.7K | 0.00% | −903−13.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,445 | $110.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,158 | $104.4K | 0.00% | +4,297+499.1% | Added |
| South Plains Financial, Inc. | 4,022 | $81.4K | 0.06% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,996 | $80.9K | 0.01% | +65+1.7% | Added |
| FMR LLC | 3,738 | $75.7K | 0.00% | +3,738 | New |
| Steward Partners Investment Advisory, LLC | 2,800 | $56.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,541 | $51.4K | 0.00% | +2,541 | New |
| Comerica Bank | 2,500 | $50.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $48.6K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,200 | $44.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,152 | $44.0K | 0.00% | −732−25.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,770 | $35.8K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,667 | $33.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,200 | $24.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,167 | $23.6K | 0.00% | +19+1.7% | Added |
| Harbour Investments, Inc. | 866 | $17.5K | 0.00% | +15+1.8% | Added |
| Geneos Wealth Management Inc. | 855 | $17.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 780 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $2.02K | 0.00% | +100 | New |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −18,275−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,890−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −13,522−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |