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