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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 73 | $1.53K | 0.00% | −1−1.4% | Reduced |
| Highline Wealth Partners LLC | 100 | $2.08K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 236 | $4.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 350 | $7.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 750 | $15.6K | 0.00% | +750 | New |
| Wolverine Asset Management LLC | 812 | $16.9K | 0.00% | +812 | New |
| Geneos Wealth Management Inc. | 855 | $17.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 911 | $18.9K | 0.00% | +15+1.7% | Added |
| Camelot Portfolios, LLC | 1,000 | $20.8K | 0.01% | +1,000 | New |
| MCF Advisors LLC | 1,229 | $25.6K | 0.00% | +21+1.7% | Added |
| Allworth Financial LP | 1,380 | $28.7K | 0.00% | −100−6.8% | Reduced |
| Westside Investment Management, Inc. | 1,667 | $34.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,800 | $37.4K | 0.00% | +451+33.4% | Added |
| CWM, LLC | 1,837 | $38.0K | 0.00% | −216−10.5% | Reduced |
| North Star Investment Management Corp. | 2,300 | $47.8K | 0.00% | +100+4.5% | Added |
| Huntington National Bank | – | $49.9K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,800 | $58.2K | 0.00% | −9−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,345 | $69.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,208 | $87.5K | 0.01% | +77+1.9% | Added |
| AdvisorNet Financial, Inc | 4,250 | $88.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4,450 | $92.5K | 0.02% | +4,450 | New |
| Atlantic Union Bankshares Corp | 4,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,307 | $110.3K | 0.01% | +5,307 | New |
| International Assets Investment Management, LLC | 6,763 | $140.6K | 0.01% | +6,763 | New |
| Kestra Advisory Services, LLC | 7,589 | $157.8K | 0.00% | +7,589 | New |
| UBS Group AG | 9,895 | $205.7K | 0.00% | −1,585−13.8% | Reduced |
| HighTower Advisors, LLC | 10,172 | $211.5K | 0.00% | −11,282−52.6% | Reduced |
| Cary Street Partners Financial LLC | 10,246 | $213.0K | 0.01% | −3,324−24.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,270 | $213.5K | 0.01% | +10+0.1% | Added |
| Fiduciary Alliance LLC | 10,350 | $215.2K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,500 | $218.3K | 0.05% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,782 | $224.2K | 0.01% | +10,782 | New |
| MGB Wealth Management, LLC | 10,846 | $225.5K | 0.06% | +846+8.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 10,950 | $227.7K | 0.07% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 10,716 | $230.0K | 0.03% | +10,716 | New |
| Level Four Advisory Services, LLC | 11,500 | $239.1K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 12,270 | $255.1K | 0.00% | −259−2.1% | Reduced |
| Wedbush Securities Inc | 12,700 | $264.0K | 0.01% | −100−0.8% | Reduced |
| Catalina Capital Group, LLC | 13,985 | $290.7K | 0.18% | +39+0.3% | Added |
| Cerity Partners LLC | 14,300 | $297.3K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,583 | $324.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17,845 | $371.0K | 0.00% | +11,272+171.5% | Added |
| Mathes Company, Inc. | 18,000 | $374.0K | 0.13% | +2,500+16.1% | Added |
| Baird Financial Group, Inc. | 19,468 | $404.7K | 0.00% | −154−0.8% | Reduced |
| Palogic Value Management, L.P. | 20,500 | $426.2K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,489 | $446.8K | 0.00% | −1,594−6.9% | Reduced |
| Strategic Advocates LLC | 21,928 | $457.2K | 0.12% | −3,550−13.9% | Reduced |
| Merit Financial Group, LLC | 22,776 | $473.5K | 0.00% | +148+0.7% | Added |
| Stifel Financial Corp | 23,280 | $484.0K | 0.00% | +2,049+9.7% | Added |
| Capital Investment Advisors, LLC | 25,690 | $534.1K | 0.01% | +25,690 | New |
| Concurrent Investment Advisors, LLC | 30,224 | $628.3K | 0.01% | −23−0.1% | Reduced |
| GWM Advisors LLC | 33,337 | $693.1K | 0.00% | −1,376−4.0% | Reduced |
| Capital Analysts, LLC | 34,401 | $715.0K | 0.02% | +3,280+10.5% | Added |
| Janney Montgomery Scott LLC | 35,435 | $737.0K | 0.00% | +2,039+6.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,927 | $767.7K | 0.00% | +2,898+8.5% | Added |
| AlphaCore Capital LLC | 37,149 | $772.3K | 0.02% | −2,355−6.0% | Reduced |
| Royal Bank of Canada | 38,261 | $795.0K | 0.00% | +4,369+12.9% | Added |
| Private Advisor Group, LLC | 38,862 | $807.9K | 0.00% | +487+1.3% | Added |
| Principal Securities, Inc. | 39,248 | $816.0K | 0.01% | +1,471+3.9% | Added |
| Envestnet Asset Management Inc | 40,641 | $844.9K | 0.00% | −31,590−43.7% | Reduced |
| Samalin Investment Counsel, LLC | 42,833 | $890.5K | 0.32% | −2,842−6.2% | Reduced |
| Closed-End Fund Advisors, Inc. | 45,013 | $935.8K | 0.55% | +45,013 | New |
| Seamount Financial Group Inc | 47,080 | $978.8K | 0.44% | +70.0% | Added |
| Advisor Group Holdings, Inc. | 48,329 | $1.00M | 0.00% | −1,821−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 48,567 | $1.01M | 0.00% | +3,896+8.7% | Added |
| 1776 Wealth LLC | 52,132 | $1.08M | 0.41% | −609−1.2% | Reduced |
| Shaker Financial Services, LLC | 57,012 | $1.19M | 0.38% | −12,428−17.9% | Reduced |
| Revisor Wealth Management LLC | 62,076 | $1.33M | 0.36% | −1,542−2.4% | Reduced |
| Ameriprise Financial Inc | 87,695 | $1.82M | 0.00% | −5,924−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,061 | $1.96M | 0.01% | +4,269+4.8% | Added |
| Whipplewood Advisors, LLC | 94,845 | $1.97M | 1.27% | −1,244−1.3% | Reduced |
| Smith Asset Management Co., LLC | 96,884 | $2.01M | 1.66% | −4,159−4.1% | Reduced |
| Fiera Capital Corp | 101,601 | $2.11M | 0.01% | +47,670+88.4% | Added |
| 1607 Capital Partners, LLC | 107,017 | $2.22M | 0.15% | +27,517+34.6% | Added |
| Morgan Stanley | 129,167 | $2.69M | 0.00% | −1,568−1.2% | Reduced |
| Colony Group, LLC | 148,586 | $3.09M | 0.00% | +148,586 | New |
| Hennion & Walsh Asset Management, Inc. | 158,315 | $3.29M | 0.11% | +36,304+29.8% | Added |
| LPL Financial LLC | 196,022 | $4.08M | 0.00% | −25,748−11.6% | Reduced |
| Wells Fargo & Company | 279,231 | $5.81M | 0.00% | −26,278−8.6% | Reduced |
| Guggenheim Capital LLC | 301,249 | $6.26M | 0.05% | −55,640−15.6% | Reduced |
| Invesco Ltd. | 308,922 | $6.42M | 0.00% | −15,879−4.9% | Reduced |
| Sit Investment Associates Inc | 445,325 | $9.26M | 0.18% | +86,981+24.3% | Added |
| Cohen & Steers, Inc. | 461,489 | $9.59M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,218,104 | $25.3M | 0.01% | −63,406−4.9% | 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 |