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 2025
Institutional positions in Flaherty & Crumrine Dynamic Preferred & Income Fund Inc as of Dec 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
- 84
- +3 vs. Q3 2025
- Shares held
- 5.43M
- +22.0K (+0.4%) vs. Q3 2025
- Total value
- $113.0M
- −$4.07M (−3.5%) vs. Q3 2025
- New holders
- 13
- 25 more added
- Sold out
- 10
- 30 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Dynamic Preferred & Income Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,218,104 | $25.3M | 0.01% | −63,406−4.9% | Reduced |
| Cohen & Steers, Inc. | 461,489 | $9.59M | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 445,325 | $9.26M | 0.18% | +86,981+24.3% | Added |
| Invesco Ltd. | 308,922 | $6.42M | 0.00% | −15,879−4.9% | Reduced |
| Guggenheim Capital LLC | 301,249 | $6.26M | 0.05% | −55,640−15.6% | Reduced |
| Wells Fargo & Company | 279,231 | $5.81M | 0.00% | −26,278−8.6% | Reduced |
| LPL Financial LLC | 196,022 | $4.08M | 0.00% | −25,748−11.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 158,315 | $3.29M | 0.11% | +36,304+29.8% | Added |
| Colony Group, LLC | 148,586 | $3.09M | 0.00% | +148,586 | New |
| Morgan Stanley | 129,167 | $2.69M | 0.00% | −1,568−1.2% | Reduced |
| 1607 Capital Partners, LLC | 107,017 | $2.22M | 0.15% | +27,517+34.6% | Added |
| Fiera Capital Corp | 101,601 | $2.11M | 0.01% | +47,670+88.4% | Added |
| Smith Asset Management Co., LLC | 96,884 | $2.01M | 1.66% | −4,159−4.1% | Reduced |
| Whipplewood Advisors, LLC | 94,845 | $1.97M | 1.27% | −1,244−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,061 | $1.96M | 0.01% | +4,269+4.8% | Added |
| Ameriprise Financial Inc | 87,695 | $1.82M | 0.00% | −5,924−6.3% | Reduced |
| Revisor Wealth Management LLC | 62,076 | $1.33M | 0.36% | −1,542−2.4% | Reduced |
| Shaker Financial Services, LLC | 57,012 | $1.19M | 0.38% | −12,428−17.9% | Reduced |
| 1776 Wealth LLC | 52,132 | $1.08M | 0.41% | −609−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 48,567 | $1.01M | 0.00% | +3,896+8.7% | Added |
| Advisor Group Holdings, Inc. | 48,329 | $1.00M | 0.00% | −1,821−3.6% | Reduced |
| Seamount Financial Group Inc | 47,080 | $978.8K | 0.44% | +70.0% | Added |
| Closed-End Fund Advisors, Inc. | 45,013 | $935.8K | 0.55% | +45,013 | New |
| Samalin Investment Counsel, LLC | 42,833 | $890.5K | 0.32% | −2,842−6.2% | Reduced |
| Envestnet Asset Management Inc | 40,641 | $844.9K | 0.00% | −31,590−43.7% | Reduced |
| Principal Securities, Inc. | 39,248 | $816.0K | 0.01% | +1,471+3.9% | Added |
| Private Advisor Group, LLC | 38,862 | $807.9K | 0.00% | +487+1.3% | Added |
| Royal Bank of Canada | 38,261 | $795.0K | 0.00% | +4,369+12.9% | Added |
| AlphaCore Capital LLC | 37,149 | $772.3K | 0.02% | −2,355−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 36,927 | $767.7K | 0.00% | +2,898+8.5% | Added |
| Janney Montgomery Scott LLC | 35,435 | $737.0K | 0.00% | +2,039+6.1% | Added |
| Capital Analysts, LLC | 34,401 | $715.0K | 0.02% | +3,280+10.5% | Added |
| GWM Advisors LLC | 33,337 | $693.1K | 0.00% | −1,376−4.0% | Reduced |
| Concurrent Investment Advisors, LLC | 30,224 | $628.3K | 0.01% | −23−0.1% | Reduced |
| Capital Investment Advisors, LLC | 25,690 | $534.1K | 0.01% | +25,690 | New |
| Stifel Financial Corp | 23,280 | $484.0K | 0.00% | +2,049+9.7% | Added |
| Merit Financial Group, LLC | 22,776 | $473.5K | 0.00% | +148+0.7% | Added |
| Strategic Advocates LLC | 21,928 | $457.2K | 0.12% | −3,550−13.9% | Reduced |
| Cetera Investment Advisers | 21,489 | $446.8K | 0.00% | −1,594−6.9% | Reduced |
| Palogic Value Management, L.P. | 20,500 | $426.2K | 0.18% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 19,468 | $404.7K | 0.00% | −154−0.8% | Reduced |
| Mathes Company, Inc. | 18,000 | $374.0K | 0.13% | +2,500+16.1% | Added |
| Farther Finance Advisors, LLC | 17,845 | $371.0K | 0.00% | +11,272+171.5% | Added |
| Centaurus Financial, Inc. | 15,583 | $324.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,300 | $297.3K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,985 | $290.7K | 0.18% | +39+0.3% | Added |
| Wedbush Securities Inc | 12,700 | $264.0K | 0.01% | −100−0.8% | Reduced |
| Bank of America Corp | 12,270 | $255.1K | 0.00% | −259−2.1% | Reduced |
| Level Four Advisory Services, LLC | 11,500 | $239.1K | 0.01% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 10,716 | $230.0K | 0.03% | +10,716 | New |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $227.7K | 0.07% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 10,846 | $225.5K | 0.06% | +846+8.5% | Added |
| Readystate Asset Management LP | 10,782 | $224.2K | 0.01% | +10,782 | New |
| Abel Hall, LLC | 10,500 | $218.3K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,350 | $215.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,270 | $213.5K | 0.01% | +10+0.1% | Added |
| Cary Street Partners Financial LLC | 10,246 | $213.0K | 0.01% | −3,324−24.5% | Reduced |
| HighTower Advisors, LLC | 10,172 | $211.5K | 0.00% | −11,282−52.6% | Reduced |
| UBS Group AG | 9,895 | $205.7K | 0.00% | −1,585−13.8% | Reduced |
| Kestra Advisory Services, LLC | 7,589 | $157.8K | 0.00% | +7,589 | New |
| International Assets Investment Management, LLC | 6,763 | $140.6K | 0.01% | +6,763 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,307 | $110.3K | 0.01% | +5,307 | New |
| Atlantic Union Bankshares Corp | 4,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4,450 | $92.5K | 0.02% | +4,450 | New |
| AdvisorNet Financial, Inc | 4,250 | $88.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,208 | $87.5K | 0.01% | +77+1.9% | Added |
| The PNC Financial Services Group, Inc. | 3,345 | $69.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,800 | $58.2K | 0.00% | −9−0.3% | Reduced |
| Huntington National Bank | – | $49.9K | 0.00% | – | – |
| North Star Investment Management Corp. | 2,300 | $47.8K | 0.00% | +100+4.5% | Added |
| CWM, LLC | 1,837 | $38.0K | 0.00% | −216−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,800 | $37.4K | 0.00% | +451+33.4% | Added |
| Westside Investment Management, Inc. | 1,667 | $34.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,380 | $28.7K | 0.00% | −100−6.8% | Reduced |
| MCF Advisors LLC | 1,229 | $25.6K | 0.00% | +21+1.7% | Added |
| Camelot Portfolios, LLC | 1,000 | $20.8K | 0.01% | +1,000 | New |
| Harbour Investments, Inc. | 911 | $18.9K | 0.00% | +15+1.7% | Added |
| Geneos Wealth Management Inc. | 855 | $17.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 812 | $16.9K | 0.00% | +812 | New |
| Keating Financial Advisory Services, Inc. | 750 | $15.6K | 0.00% | +750 | New |
| CoreCap Advisors, LLC | 350 | $7.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 236 | $4.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $2.08K | 0.00% | +100 | New |
| Rockefeller Capital Management L.P. | 73 | $1.53K | 0.00% | −1−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −154,058−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −13,595−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,437−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Wela Strategies, Inc. | – | – | – | – | Not filed |