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

Flaherty & Crumrine Dynamic Preferred and Income Fund logo
$20.72 +0.03 (+0.12%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$20.68 -0.04 (-0.19%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Dynamic Preferred and Income Fund (NYSE:DFP)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$28.49M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$8.42M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada31,240$627K0.0%-18.4%0.000%
5/13/2026Cetera Investment Advisers22,871$459K0.0%+6.4%0.000%
4/28/2026Revisor Wealth Management LLC61,021$1.23M0.3%-1.7%0.000%
4/27/2026Private Advisor Group LLC39,931$801K0.0%+2.8%0.000%
4/25/2026Seamount Financial Group Inc.44,992$903K0.4%-4.4%0.000%
4/22/2026Janney Montgomery Scott LLC42,192$847K0.0%+19.1%0.000%
4/17/2026AdvisorNet Financial Inc5,272$106K0.0%+24.0%0.000%
3/9/2026Corient Private Wealth LLC28,978$602K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.445,325$9.26M0.2%+24.3%0.000%
2/19/2026Invesco Ltd.308,922$6.42M0.0%-4.9%0.000%
2/19/2026Corient Private Wealth LLC28,978$602K0.0%N/A0.000%
2/19/2026Smith Asset Management Co. LLC96,884$2.01M1.7%-4.1%0.000%
2/18/2026NewEdge Advisors LLC33,337$693K0.0%-4.0%0.000%
2/18/2026Readystate Asset Management LP10,782$224K0.0%N/A0.000%
2/18/2026Asset One Wealth Management LLC10,716$230K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC107,017$2.23M0.2%+34.6%0.000%
2/17/2026Guggenheim Capital LLC301,249$6.26M0.0%-15.6%0.000%
2/17/2026Cetera Investment Advisers21,489$447K0.0%-6.9%0.000%
2/17/2026Osaic Holdings Inc.48,329$1.01M0.0%-3.6%0.000%
2/17/2026&PARTNERS36,927$768K0.0%+8.5%0.000%
2/17/2026Royal Bank of Canada38,261$795K0.0%+12.9%0.000%
2/16/2026Focus Partners Wealth148,586$3.09M0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC7,589$158K0.0%N/A0.000%
2/13/2026Stifel Financial Corp23,280$484K0.0%+9.7%0.000%
2/13/2026Wells Fargo & Company MN279,231$5.81M0.0%-8.6%0.000%
2/12/2026Commonwealth Equity Services LLC48,567$1.01M0.0%+8.7%0.000%
2/12/2026Principal Securities Inc.39,248$816K0.0%+3.9%0.000%
2/11/2026Janney Montgomery Scott LLC35,435$737K0.0%+6.1%0.000%
2/11/2026Capital Analysts LLC34,401$715K0.0%+10.5%0.000%
2/11/2026Strategic Advocates LLC21,928$457K0.1%-13.9%0.000%
2/11/20261776 Wealth LLC52,132$1.08M0.4%-1.2%0.000%
2/11/2026LPL Financial LLC196,022$4.08M0.0%-11.6%0.000%
2/11/2026Fiera Capital Corp101,601$2.11M0.0%+88.4%0.000%
2/11/2026Closed End Fund Advisors Inc.45,013$936K0.6%N/A0.000%
2/9/2026Cary Street Partners Financial LLC10,246$213K0.0%-24.5%0.000%
2/9/2026Mathes Company Inc.18,000$374K0.1%+16.1%0.000%
2/6/2026HighTower Advisors LLC10,172$211K0.0%-52.6%0.000%
2/5/2026AlphaCore Capital LLC37,149$772K0.0%-6.0%0.000%
2/3/2026International Assets Investment Management LLC6,763$141K0.0%N/A0.000%
1/30/2026Samalin Investment Counsel LLC42,833$891K0.3%-6.2%0.000%
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1/27/2026Revisor Wealth Management LLC62,076$1.33M0.4%-2.4%0.000%
1/26/2026Shaker Financial Services LLC57,012$1.19M0.4%-17.9%0.000%
1/23/2026Farther Finance Advisors LLC17,845$371K0.0%+171.5%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.158,315$3.29M0.1%+29.8%0.000%
1/13/2026Capital Investment Advisors LLC25,690$534K0.0%N/A0.000%
12/23/2025Triumph Capital Management4,250$92K0.0%N/A0.000%
11/26/2025Strategic Advocates LLC25,478$551K0.1%-42.0%0.000%
11/20/2025Centaurus Financial Inc.15,583$337K0.0%-5.5%0.000%
11/19/2025Stance Capital LLC8,406$182K0.1%N/A0.000%
11/17/2025NewEdge Advisors LLC34,713$751K0.0%-3.1%0.000%
11/17/2025Triumph Capital Management4,250$92K0.0%N/A0.000%
11/17/2025Bank of America Corp DE12,529$271K0.0%-29.4%0.000%
11/17/20251607 Capital Partners LLC79,500$1.72M0.1%N/A0.000%
11/17/2025Ameriprise Financial Inc.93,619$2.03M0.0%-39.5%0.000%
11/14/2025Raymond James Financial Inc.1,281,510$27.73M0.0%+18.3%0.000%
11/13/2025Invesco Ltd.324,801$7.03M0.0%+4.6%0.000%
11/13/2025Private Advisor Group LLC38,375$830K0.0%+4.5%0.000%
11/12/2025Level Four Advisory Services LLC11,500$249K0.0%+17.9%0.000%
11/12/2025MGB Wealth Management LLC10,000$216K0.1%N/A0.000%
11/10/2025Cary Street Partners Financial LLC13,570$294K0.0%-45.6%0.000%
11/7/2025Fiera Capital Corp53,931$1.17M0.0%N/A0.000%
11/7/2025PNC Financial Services Group Inc.3,345$72K0.0%-38.6%0.000%
11/6/2025Whipplewood Advisors LLC96,089$2.08M1.4%+2.2%0.000%
11/6/20251776 Wealth LLC52,741$1.14M0.4%-12.4%0.000%
11/6/2025Wedbush Securities Inc.12,800$277K0.0%+20.8%0.000%
11/5/2025J.W. Cole Advisors Inc.10,260$222K0.0%-6.2%0.000%
11/5/2025Envestnet Asset Management Inc.72,231$1.56M0.0%+5.0%0.000%
11/4/2025Atlantic Union Bankshares Corp4,500$97K0.0%N/A0.000%
11/3/2025Smith Asset Management Co. LLC101,043$2.19M1.8%+1.0%0.000%
10/30/2025Samalin Investment Counsel LLC45,675$988K0.3%+1.3%0.000%
10/27/2025Concurrent Investment Advisors LLC30,247$655K0.0%+11.8%0.000%
10/24/2025Seamount Financial Group Inc.47,073$1.02M0.5%-1.3%0.000%
10/22/2025Shaker Financial Services LLC69,440$1.50M0.5%-46.9%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.122,011$2.64M0.1%+23.6%0.000%
10/20/2025Merit Financial Group LLC22,628$490K0.0%-3.2%0.000%
10/15/2025Revisor Wealth Management LLC63,618$1.39M0.5%-3.8%0.000%
10/14/2025Farther Finance Advisors LLC6,573$142K0.0%+158.3%0.000%
9/4/2025Osaic Holdings Inc.49,986$1.03M0.0%+13.1%0.000%
8/29/2025Centaurus Financial Inc.16,483$338K0.0%-17.2%0.000%
8/15/2025Bank of America Corp DE17,748$364K0.0%-4.3%0.000%
8/15/2025Ameriprise Financial Inc.154,856$3.18M0.0%-12.7%0.000%
8/14/2025Raymond James Financial Inc.1,083,013$22.23M0.0%+9.3%0.000%
8/14/2025NewEdge Advisors LLC35,820$735K0.0%+3.0%0.000%
8/14/2025Cary Street Partners Financial LLC24,951$512K0.0%-2.7%0.000%
8/14/2025Cerity Partners LLC14,300$294K0.0%-13.6%0.000%
8/13/2025Walleye Capital LLC17,503$359K0.0%-13.1%0.000%
8/13/2025Baird Financial Group Inc.19,489$400K0.0%+40.6%0.000%
8/13/2025Guggenheim Capital LLC345,568$7.10M0.1%+10.8%0.000%
8/13/2025Invesco Ltd.310,380$6.37M0.0%+3.1%0.000%
8/13/2025Level Four Advisory Services LLC9,750$200K0.0%N/A0.000%
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8/13/2025Northwestern Mutual Wealth Management Co.1,266$26K0.0%-78.0%0.000%
8/12/2025J.W. Cole Advisors Inc.10,936$225K0.0%N/A0.000%
8/12/2025AlphaCore Capital LLC39,483$811K0.0%+13.9%0.000%
8/8/2025Cetera Investment Advisers22,151$455K0.0%+6.7%0.000%
8/7/2025Samalin Investment Counsel LLC45,071$925K0.4%+3.7%0.000%
8/7/2025Allworth Financial LP1,480$30K0.0%+89.7%0.000%
8/6/2025Wedbush Securities Inc.10,600$218K0.0%-22.1%0.000%
8/5/2025Shaker Financial Services LLC130,860$2.69M1.0%+77.1%0.000%
8/4/2025Wolverine Asset Management LLC29,097$597K0.0%+464.1%0.000%
8/1/2025Envestnet Asset Management Inc.68,780$1.41M0.0%+1.6%0.000%


DFP Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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 71 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 ($185.82K), Focus Partners Wealth ($148.59K), Sit Investment Associates Inc. ($124.86K), and Hennion & Walsh Asset Management Inc. ($118.98K).

Institutional investors have bought a total of 1,358,904 shares in the last 24 months. This purchase volume represents approximately $28.49M in transactions.

Of the 29 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: Ameriprise Financial Inc. ($83.76K), Shaker Financial Services LLC ($73.85K), 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 398,935 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions.


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This page (NYSE:DFP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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