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 $116.7M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Jun 30, 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
- 76
- +3 vs. Q1 2025
- Shares held
- 5.06M
- +300.5K (+6.3%) vs. Q1 2025
- Total value
- $104.0M
- +$4.76M (+4.8%) vs. Q1 2025
- New holders
- 9
- 33 more added
- Sold out
- 6
- 21 more reduced
Compare with Q1 2025: 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 | $116.7M |
| Q1 2026 | 80 | $108.3M |
| Q4 2025 | 85 | $113.0M |
| Q3 2025 | 82 | $117.6M |
| Q2 2025 | 76 | $104.6M |
| Q1 2025 | 73 | $99.2M |
| Q4 2024 | 75 | $95.6M |
| Q3 2024 | 67 | $102.5M |
| Q2 2024 | 70 | $84.7M |
| Q1 2024 | 67 | $94.3M |
| Q4 2023 | 70 | $81.7M |
| Q3 2023 | 64 | $58.3M |
| Q2 2023 | 62 | $56.3M |
| Q1 2023 | 63 | $50.9M |
| 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 | $83.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,083,013 | $22.2M | 0.01% | +92,266+9.3% | Added |
| Cohen & Steers, Inc. | 461,489 | $9.47M | 0.02% | +5,000+1.1% | Added |
| Guggenheim Capital LLC | 345,568 | $7.09M | 0.06% | +33,652+10.8% | Added |
| Invesco Ltd. | 310,380 | $6.37M | 0.00% | +9,360+3.1% | Added |
| LPL Financial LLC | 267,453 | $5.49M | 0.00% | −14,595−5.2% | Reduced |
| Pathstone Holdings, LLC | 219,996 | $4.52M | 0.02% | −6,555−2.9% | Reduced |
| Wells Fargo & Company | 188,111 | $3.86M | 0.00% | −40,396−17.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 161,099 | $3.31M | 0.01% | −20,019−11.1% | Reduced |
| Morgan Stanley | 159,907 | $3.28M | 0.00% | +3,114+2.0% | Added |
| Ameriprise Financial Inc | 154,856 | $3.18M | 0.00% | −22,526−12.7% | Reduced |
| Shaker Financial Services, LLC | 130,860 | $2.69M | 0.97% | +56,988+77.1% | Added |
| Smith Asset Management Co., LLC | 100,089 | $2.05M | 1.77% | +1,993+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 98,723 | $2.03M | 0.08% | +39,334+66.2% | Added |
| Whipplewood Advisors, LLC | 93,985 | $1.93M | 1.06% | +90,735+2,791.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,517 | $1.84M | 0.01% | +3,272+3.8% | Added |
| Envestnet Asset Management Inc | 68,780 | $1.41M | 0.00% | +1,086+1.6% | Added |
| Revisor Wealth Management LLC | 66,129 | $1.38M | 0.50% | −557−0.8% | Reduced |
| 1776 Wealth LLC | 60,199 | $1.24M | 0.51% | −948−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 58,032 | $1.19M | 0.00% | −280.0% | Reduced |
| Sit Investment Associates Inc | 54,393 | $1.12M | 0.02% | +16,252+42.6% | Added |
| Advisor Group Holdings, Inc. | 49,986 | $1.03M | 0.00% | +5,805+13.1% | Added |
| Seamount Financial Group Inc | 47,703 | $979.3K | 0.50% | −3,360−6.6% | Reduced |
| Samalin Investment Counsel, LLC | 45,071 | $925.3K | 0.36% | +1,592+3.7% | Added |
| Strategic Advocates LLC | 43,960 | $902.5K | 0.27% | +3,394+8.4% | Added |
| AlphaCore Capital LLC | 39,483 | $810.6K | 0.03% | +4,832+13.9% | Added |
| Private Advisor Group, LLC | 36,712 | $753.7K | 0.00% | −526−1.4% | Reduced |
| Principal Securities, Inc. | 36,350 | $746.3K | 0.01% | +1,872+5.4% | Added |
| GWM Advisors LLC | 35,820 | $735.4K | 0.00% | +1,048+3.0% | Added |
| Capital Analysts, LLC | 32,213 | $661.0K | 0.02% | −1,375−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 30,279 | $621.6K | 0.00% | +30,279 | New |
| Wolverine Asset Management LLC | 29,097 | $597.4K | 0.01% | +23,939+464.1% | Added |
| Royal Bank of Canada | 28,809 | $591.0K | 0.00% | +2,349+8.9% | Added |
| Concurrent Investment Advisors, LLC | 27,062 | $555.6K | 0.01% | +544+2.1% | Added |
| Cary Street Partners Financial LLC | 24,951 | $512.2K | 0.01% | −700−2.7% | Reduced |
| Readystate Asset Management LP | 23,784 | $488.3K | 0.02% | +5,858+32.7% | Added |
| Merit Financial Group, LLC | 23,377 | $479.9K | 0.01% | +1,259+5.7% | Added |
| Janney Montgomery Scott LLC | 23,233 | $477.0K | 0.00% | −723−3.0% | Reduced |
| HighTower Advisors, LLC | 22,428 | $460.4K | 0.00% | +1,847+9.0% | Added |
| Cetera Investment Advisers | 22,151 | $454.8K | 0.00% | +1,398+6.7% | Added |
| Palogic Value Management, L.P. | 20,500 | $420.9K | 0.18% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 19,489 | $400.1K | 0.00% | +5,630+40.6% | Added |
| Bank of America Corp | 17,748 | $364.4K | 0.00% | −807−4.3% | Reduced |
| Walleye Capital LLC | 17,503 | $359.3K | 0.00% | −2,633−13.1% | Reduced |
| Centaurus Financial, Inc. | 16,483 | $338.0K | 0.02% | −3,419−17.2% | Reduced |
| Mathes Company, Inc. | 15,500 | $318.0K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,300 | $293.6K | 0.00% | −2,249−13.6% | Reduced |
| Catalina Capital Group, LLC | 13,946 | $286.3K | 0.19% | +13,946 | New |
| Virtu Financial LLC | 12,168 | $250.0K | 0.01% | +12,168 | New |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $224.8K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,936 | $224.5K | 0.00% | +10,936 | New |
| Wedbush Securities Inc | 10,600 | $218.0K | 0.01% | −3,000−22.1% | Reduced |
| Abel Hall, LLC | 10,500 | $215.6K | 0.10% | +10,500 | New |
| Fiduciary Alliance LLC | 10,350 | $212.5K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 9,750 | $200.2K | 0.01% | +9,750 | New |
| UBS Group AG | 8,843 | $181.5K | 0.00% | +721+8.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,877 | $161.7K | 0.02% | +89+1.1% | Added |
| The PNC Financial Services Group, Inc. | 5,445 | $111.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,250 | $87.3K | 0.01% | +4,250 | New |
| Golden State Wealth Management, LLC | 4,064 | $83.4K | 0.01% | +68+1.7% | Added |
| South Plains Financial, Inc. | 4,022 | $82.5K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,800 | $57.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,545 | $52.2K | 0.00% | +4+0.2% | Added |
| Huntington National Bank | – | $49.3K | 0.00% | – | – |
| Comerica Bank | 2,200 | $45.2K | 0.00% | −300−12.0% | Reduced |
| North Star Investment Management Corp. | 2,200 | $45.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,152 | $44.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,667 | $34.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,480 | $30.4K | 0.00% | +700+89.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,266 | $26.0K | 0.00% | −4,500−78.0% | Reduced |
| MCF Advisors LLC | 1,188 | $24.4K | 0.00% | +21+1.8% | Added |
| Harbour Investments, Inc. | 881 | $18.1K | 0.00% | +15+1.7% | Added |
| Geneos Wealth Management Inc. | 855 | $17.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $10.3K | 0.00% | +500 | New |
| FMR LLC | 400 | $8.21K | 0.00% | −3,338−89.3% | Reduced |
| Sound Income Strategies, LLC | 236 | $4.84K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 36 | $739 | 0.00% | +36 | New |
| Mangrove Partners | 0 | $0 | 0.00% | −44,089−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −17,475−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,711−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |