Go Pro
→ Elon's Terrifying Warning: America Is '1,000% Going Bankrupt' (From American Hartford Gold) (Ad)tc pixel Free DFP Stock Alerts

Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) Institutional Ownership

Flaherty & Crumrine Dynamic Preferred and Income Fund logo
$20.83 -0.02 (-0.10%)
As of 02:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Dynamic Preferred and Income Fund (NYSE:DFP)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$22.12M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.75M
Get DFP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Flaherty & Crumrine Dynamic Preferred and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFP Institutional Buying and Selling by Quarter

Flaherty & Crumrine Dynamic Preferred and Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2026 Merit Financial Group LLC17,880$370K0.0%-19.0%0.000%
7/18/2026 Merit Financial Group LLC17,880$370K0.0%-19.0%0.000%
7/16/2026 Shaker Financial Services LLC20,669$427K0.1%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.218,689$4.52M0.1%+24.7%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,734$36K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada31,240$627K0.0%-18.4%0.000%
5/13/2026 Cetera Investment Advisers22,871$459K0.0%+6.4%0.000%
4/28/2026 Revisor Wealth Management LLC61,021$1.23M0.3%-1.7%0.000%
4/27/2026 Private Advisor Group LLC39,931$801K0.0%+2.8%0.000%
4/25/2026 Seamount Financial Group Inc.44,992$903K0.4%-4.4%0.000%
4/22/2026 Janney Montgomery Scott LLC42,192$847K0.0%+19.1%0.000%
4/17/2026 AdvisorNet Financial Inc5,272$106K0.0%+24.0%0.000%
3/9/2026 Corient Private Wealth LLC28,978$602K0.0%N/A0.000%
2/25/2026 Sit Investment Associates Inc.445,325$9.26M0.2%+24.3%0.000%
2/19/2026 Invesco Ltd.308,922$6.42M0.0%-4.9%0.000%
2/19/2026 Corient Private Wealth LLC28,978$602K0.0%N/A0.000%
2/19/2026 Smith Asset Management Co. LLC96,884$2.01M1.7%-4.1%0.000%
2/18/2026 NewEdge Advisors LLC33,337$693K0.0%-4.0%0.000%
2/18/2026 Readystate Asset Management LP10,782$224K0.0%N/A0.000%
2/18/2026 Asset One Wealth Management LLC10,716$230K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC107,017$2.23M0.2%+34.6%0.000%
2/17/2026 Guggenheim Capital LLC301,249$6.26M0.0%-15.6%0.000%
2/17/2026 Cetera Investment Advisers21,489$447K0.0%-6.9%0.000%
2/17/2026 Osaic Holdings Inc.48,329$1.01M0.0%-3.6%0.000%
2/17/2026 &PARTNERS36,927$768K0.0%+8.5%0.000%
2/17/2026 Royal Bank of Canada38,261$795K0.0%+12.9%0.000%
2/16/2026 Focus Partners Wealth148,586$3.09M0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC7,589$158K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp23,280$484K0.0%+9.7%0.000%
2/13/2026 Wells Fargo & Company MN279,231$5.81M0.0%-8.6%0.000%
2/12/2026 Commonwealth Equity Services LLC48,567$1.01M0.0%+8.7%0.000%
2/12/2026 Principal Securities Inc.39,248$816K0.0%+3.9%0.000%
2/11/2026 Janney Montgomery Scott LLC35,435$737K0.0%+6.1%0.000%
2/11/2026 Capital Analysts LLC34,401$715K0.0%+10.5%0.000%
2/11/2026 Strategic Advocates LLC21,928$457K0.1%-13.9%0.000%
2/11/2026 1776 Wealth LLC52,132$1.08M0.4%-1.2%0.000%
2/11/2026 LPL Financial LLC196,022$4.08M0.0%-11.6%0.000%
2/11/2026 Fiera Capital Corp101,601$2.11M0.0%+88.4%0.000%
2/11/2026 Closed End Fund Advisors Inc.45,013$936K0.6%N/A0.000%
2/9/2026 Cary Street Partners Financial LLC10,246$213K0.0%-24.5%0.000%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
2/9/2026 Mathes Company Inc.18,000$374K0.1%+16.1%0.000%
2/6/2026 HighTower Advisors LLC10,172$211K0.0%-52.6%0.000%
2/5/2026 AlphaCore Capital LLC37,149$772K0.0%-6.0%0.000%
2/3/2026 International Assets Investment Management LLC6,763$141K0.0%N/A0.000%
1/30/2026 Samalin Investment Counsel LLC42,833$891K0.3%-6.2%0.000%
1/27/2026 Revisor Wealth Management LLC62,076$1.33M0.4%-2.4%0.000%
1/26/2026 Shaker Financial Services LLC57,012$1.19M0.4%-17.9%0.000%
1/23/2026 Farther Finance Advisors LLC17,845$371K0.0%+171.5%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.158,315$3.29M0.1%+29.8%0.000%
1/13/2026 Capital Investment Advisors LLC25,690$534K0.0%N/A0.000%
12/23/2025 Triumph Capital Management4,250$92K0.0%N/A0.000%
11/26/2025 Strategic Advocates LLC25,478$551K0.1%-42.0%0.000%
11/20/2025Centaurus Financial Inc.15,583$337K0.0%-5.5%0.000%
11/19/2025 Stance Capital LLC8,406$182K0.1%N/A0.000%
11/17/2025 NewEdge Advisors LLC34,713$751K0.0%-3.1%0.000%
11/17/2025 Triumph Capital Management4,250$92K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE12,529$271K0.0%-29.4%0.000%
11/17/2025 1607 Capital Partners LLC79,500$1.72M0.1%N/A0.000%
11/17/2025 Ameriprise Financial Inc.93,619$2.03M0.0%-39.5%0.000%
11/14/2025 Raymond James Financial Inc.1,281,510$27.73M0.0%+18.3%0.000%
11/13/2025 Invesco Ltd.324,801$7.03M0.0%+4.6%0.000%
11/13/2025 Private Advisor Group LLC38,375$830K0.0%+4.5%0.000%
11/12/2025 Level Four Advisory Services LLC11,500$249K0.0%+17.9%0.000%
11/12/2025MGB Wealth Management LLC10,000$216K0.1%N/A0.000%
11/10/2025 Cary Street Partners Financial LLC13,570$294K0.0%-45.6%0.000%
11/7/2025 Fiera Capital Corp53,931$1.17M0.0%N/A0.000%
11/7/2025 PNC Financial Services Group Inc.3,345$72K0.0%-38.6%0.000%
11/6/2025 Whipplewood Advisors LLC96,089$2.08M1.4%+2.2%0.000%
11/6/2025 1776 Wealth LLC52,741$1.14M0.4%-12.4%0.000%
11/6/2025 Wedbush Securities Inc.12,800$277K0.0%+20.8%0.000%
11/5/2025 J.W. Cole Advisors Inc.10,260$222K0.0%-6.2%0.000%
11/5/2025 Envestnet Asset Management Inc.72,231$1.56M0.0%+5.0%0.000%
11/4/2025 Atlantic Union Bankshares Corp4,500$97K0.0%N/A0.000%
11/3/2025 Smith Asset Management Co. LLC101,043$2.19M1.8%+1.0%0.000%
10/30/2025 Samalin Investment Counsel LLC45,675$988K0.3%+1.3%0.000%
10/27/2025 Concurrent Investment Advisors LLC30,247$655K0.0%+11.8%0.000%
10/24/2025 Seamount Financial Group Inc.47,073$1.02M0.5%-1.3%0.000%
10/22/2025 Shaker Financial Services LLC69,440$1.50M0.5%-46.9%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.122,011$2.64M0.1%+23.6%0.000%
10/20/2025 Merit Financial Group LLC22,628$490K0.0%-3.2%0.000%
10/15/2025 Revisor Wealth Management LLC63,618$1.39M0.5%-3.8%0.000%
10/14/2025 Farther Finance Advisors LLC6,573$142K0.0%+158.3%0.000%
9/4/2025 Osaic Holdings Inc.49,986$1.03M0.0%+13.1%0.000%
8/29/2025Centaurus Financial Inc.16,483$338K0.0%-17.2%0.000%
8/15/2025 Bank of America Corp DE17,748$364K0.0%-4.3%0.000%
8/15/2025 Ameriprise Financial Inc.154,856$3.18M0.0%-12.7%0.000%
8/14/2025 Raymond James Financial Inc.1,083,013$22.23M0.0%+9.3%0.000%
8/14/2025 NewEdge Advisors LLC35,820$735K0.0%+3.0%0.000%
8/14/2025 Cary Street Partners Financial LLC24,951$512K0.0%-2.7%0.000%
8/14/2025 Cerity Partners LLC14,300$294K0.0%-13.6%0.000%
Here’s Why Trump Won’t End The Iran War (Ad)

Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. One day it's a ceasefire, the next it's bombs again. The back and forth may be masking a bigger story most investors are missing. See the real reason this conflict may never fully end.tc pixel

Uncover the real reason Trump may never end this war
8/13/2025 Walleye Capital LLC17,503$359K0.0%-13.1%0.000%
8/13/2025 Baird Financial Group Inc.19,489$400K0.0%+40.6%0.000%
8/13/2025 Guggenheim Capital LLC345,568$7.10M0.1%+10.8%0.000%
8/13/2025 Invesco Ltd.310,380$6.37M0.0%+3.1%0.000%
8/13/2025 Level Four Advisory Services LLC9,750$200K0.0%N/A0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.1,266$26K0.0%-78.0%0.000%
8/12/2025 J.W. Cole Advisors Inc.10,936$225K0.0%N/A0.000%
8/12/2025 AlphaCore Capital LLC39,483$811K0.0%+13.9%0.000%
8/8/2025 Cetera Investment Advisers22,151$455K0.0%+6.7%0.000%
8/7/2025 Samalin Investment Counsel LLC45,071$925K0.4%+3.7%0.000%


DFP Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($27.73M), Raymond James & Associates ($16.03M), Sit Investment Associates Inc. ($9.26M), Cohen & Steers Inc. ($9.01M), Invesco Ltd. ($6.42M), Guggenheim Capital LLC ($6.26M), and Wells Fargo & Company MN ($5.81M).Learn more on Flaherty & Crumrine Dynamic Preferred and Income Fund's institutional investors.

Of the 70 institutional investors that purchased Flaherty & Crumrine Dynamic Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.26M), Whipplewood Advisors LLC ($233.32K), Kovitz Investment Group Partners LLC ($229.39K), International Assets Investment Management LLC ($177.49K), Hennion & Walsh Asset Management Inc. ($162.34K), Focus Partners Wealth ($148.59K), and Sit Investment Associates Inc. ($124.86K).

Institutional investors have bought a total of 1,048,117 shares in the last 24 months. This purchase volume represents approximately $22.12M in transactions.

Of the 24 institutional investors that sold Flaherty & Crumrine Dynamic Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($73.85K), Ameriprise Financial Inc. ($61.24K), Guggenheim Capital LLC ($55.64K), Wells Fargo & Company MN ($26.28K), LPL Financial LLC ($25.75K), Strategic Advocates LLC ($22.03K), and Invesco Ltd. ($15.88K).

Institutional investors have sold a total of 366,292 shares in the last 24 months. This volume of shares sold represents approximately $7.75M in transactions.


Related Companies

Institutional ownership data for NYSE:DFP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
SMX Could Turn Proof Technology into Major Profit!
SMX (Security Matters) PLC embeds invisible molecular markers into materials like plastics, metals, fuels, and...
Smallcaps Daily | Sponsoredtc pixel
Gold Miners Post Record Cash Flow Even as Prices Pull Back
The four largest gold miners are generating record free cash flow, even with gold pulling back from recent hig...
Golden Portfolio | Sponsoredtc pixel
Elon's Terrifying Warning: America Is "1,000% Going Bankrupt"
The national debt just crossed $39 trillion, and Elon Musk - former head of the Department of Government Effic...
American Hartford Gold | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel