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, Q3 2025
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Sep 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
- 82
- +6 vs. Q2 2025
- Shares held
- 5.43M
- +371.8K (+7.3%) vs. Q2 2025
- Total value
- $117.6M
- +$13.6M (+13.1%) vs. Q2 2025
- New holders
- 12
- 30 more added
- Sold out
- 6
- 22 more reduced
Compare with Q2 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 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 74 | $1.61K | 0.00% | +74 | New |
| Russell Investments Group, Ltd. | 150 | $3.25K | 0.00% | +150 | New |
| Sound Income Strategies, LLC | 236 | $5.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 350 | $7.57K | 0.00% | +350 | New |
| Advisory Services Network, LLC | 365 | $7.90K | 0.00% | +365 | New |
| Newbridge Financial Services Group, Inc. | 500 | $10.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 855 | $18.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 896 | $19.4K | 0.00% | +15+1.7% | Added |
| MCF Advisors LLC | 1,208 | $26.1K | 0.00% | +20+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,349 | $29.2K | 0.00% | +83+6.6% | Added |
| Allworth Financial LP | 1,480 | $32.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,667 | $36.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,053 | $44.0K | 0.00% | −99−4.6% | Reduced |
| Comerica Bank | 2,200 | $47.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,200 | $47.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $51.9K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,809 | $60.8K | 0.00% | +9+0.3% | Added |
| The PNC Financial Services Group, Inc. | 3,345 | $72.4K | 0.00% | −2,100−38.6% | Reduced |
| South Plains Financial, Inc. | 4,022 | $87.0K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,131 | $89.4K | 0.01% | +67+1.6% | Added |
| AdvisorNet Financial, Inc | 4,250 | $92.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,500 | $97.4K | 0.00% | +4,500 | New |
| Farther Finance Advisors, LLC | 6,573 | $142.2K | 0.00% | +4,028+158.3% | Added |
| Stance Capital LLC | 8,406 | $181.9K | 0.07% | +8,406 | New |
| MGB Wealth Management, LLC | 10,000 | $216.4K | 0.06% | +10,000 | New |
| J.W. Cole Advisors, Inc. | 10,260 | $222.0K | 0.00% | −676−6.2% | Reduced |
| Fiduciary Alliance LLC | 10,350 | $224.0K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,500 | $227.2K | 0.09% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $237.0K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 11,480 | $248.4K | 0.00% | +2,637+29.8% | Added |
| Level Four Advisory Services, LLC | 11,500 | $248.9K | 0.01% | +1,750+17.9% | Added |
| HRT Financial LP | 11,926 | $258.0K | 0.00% | +11,926 | New |
| Walleye Capital LLC | 12,437 | $269.1K | 0.00% | −5,066−28.9% | Reduced |
| Bank of America Corp | 12,529 | $271.1K | 0.00% | −5,219−29.4% | Reduced |
| Wedbush Securities Inc | 12,800 | $277.0K | 0.01% | +2,200+20.8% | Added |
| Cary Street Partners Financial LLC | 13,570 | $293.7K | 0.01% | −11,381−45.6% | Reduced |
| Pathstone Holdings, LLC | 13,595 | $294.2K | 0.00% | −206,401−93.8% | Reduced |
| Catalina Capital Group, LLC | 13,946 | $301.8K | 0.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,300 | $309.5K | 0.00% | 00.0% | Unchanged |
| Mathes Company, Inc. | 15,500 | $335.0K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,583 | $337.0K | 0.02% | −900−5.5% | Reduced |
| Baird Financial Group, Inc. | 19,622 | $424.6K | 0.00% | +133+0.7% | Added |
| Palogic Value Management, L.P. | 20,500 | $443.6K | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,231 | $459.4K | 0.00% | +21,231 | New |
| HighTower Advisors, LLC | 21,454 | $464.3K | 0.00% | −974−4.3% | Reduced |
| Merit Financial Group, LLC | 22,628 | $489.7K | 0.00% | −749−3.2% | Reduced |
| Cetera Investment Advisers | 23,083 | $499.5K | 0.00% | +932+4.2% | Added |
| Wela Strategies, Inc. | 23,917 | $517.6K | 0.20% | +23,917 | New |
| Strategic Advocates LLC | 25,478 | $551.3K | 0.14% | −18,482−42.0% | Reduced |
| Concurrent Investment Advisors, LLC | 30,247 | $654.5K | 0.01% | +3,185+11.8% | Added |
| Capital Analysts, LLC | 31,121 | $673.0K | 0.02% | −1,092−3.4% | Reduced |
| Janney Montgomery Scott LLC | 33,396 | $723.0K | 0.00% | +10,163+43.7% | Added |
| Royal Bank of Canada | 33,892 | $733.0K | 0.00% | +5,083+17.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,029 | $736.4K | 0.00% | +3,750+12.4% | Added |
| GWM Advisors LLC | 34,713 | $751.2K | 0.00% | −1,107−3.1% | Reduced |
| Principal Securities, Inc. | 37,777 | $817.5K | 0.01% | +1,427+3.9% | Added |
| Private Advisor Group, LLC | 38,375 | $830.4K | 0.00% | +1,663+4.5% | Added |
| AlphaCore Capital LLC | 39,504 | $854.9K | 0.03% | +21+0.1% | Added |
| Commonwealth Equity Services, LLC | 44,671 | $967.0K | 0.00% | −13,361−23.0% | Reduced |
| Samalin Investment Counsel, LLC | 45,675 | $988.4K | 0.34% | +604+1.3% | Added |
| Seamount Financial Group Inc | 47,073 | $1.02M | 0.48% | −630−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 50,150 | $1.05M | 0.00% | +164+0.3% | Added |
| 1776 Wealth LLC | 52,741 | $1.14M | 0.44% | −7,458−12.4% | Reduced |
| Fiera Capital Corp | 53,931 | $1.17M | 0.00% | +53,931 | New |
| Revisor Wealth Management LLC | 63,618 | $1.39M | 0.48% | −2,511−3.8% | Reduced |
| Shaker Financial Services, LLC | 69,440 | $1.50M | 0.52% | −61,420−46.9% | Reduced |
| Envestnet Asset Management Inc | 72,231 | $1.56M | 0.00% | +3,451+5.0% | Added |
| 1607 Capital Partners, LLC | 79,500 | $1.72M | 0.13% | +79,500 | New |
| Cambridge Investment Research Advisors, Inc. | 89,792 | $1.94M | 0.01% | +275+0.3% | Added |
| Ameriprise Financial Inc | 93,619 | $2.03M | 0.00% | −61,237−39.5% | Reduced |
| Whipplewood Advisors, LLC | 96,089 | $2.08M | 1.37% | +2,104+2.2% | Added |
| Smith Asset Management Co., LLC | 101,043 | $2.19M | 1.86% | +954+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 122,011 | $2.64M | 0.10% | +23,288+23.6% | Added |
| Morgan Stanley | 130,735 | $2.83M | 0.00% | −29,172−18.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 154,058 | $3.33M | 0.01% | −7,041−4.4% | Reduced |
| LPL Financial LLC | 221,770 | $4.80M | 0.00% | −45,683−17.1% | Reduced |
| Wells Fargo & Company | 305,509 | $6.61M | 0.00% | +117,398+62.4% | Added |
| Invesco Ltd. | 324,801 | $7.03M | 0.00% | +14,421+4.6% | Added |
| Guggenheim Capital LLC | 356,889 | $7.72M | 0.06% | +11,321+3.3% | Added |
| Sit Investment Associates Inc | 358,344 | $7.75M | 0.16% | +303,951+558.8% | Added |
| Cohen & Steers, Inc. | 461,489 | $9.99M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,281,510 | $27.7M | 0.01% | +198,497+18.3% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,097−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −23,784−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −36−100.0% | Sold out |