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

$20.41 +0.03 (+0.17%)
Closing price 01/31/2025 03:55 PM Eastern
Extended Trading
$20.43 +0.02 (+0.08%)
As of 01/31/2025 05:42 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 Polygon.io. 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)
27
Total
Institutional Inflows
(last 12 months)
$24.44M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.72M
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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
1/31/2025Robinson Capital Management LLC17,475$348K0.1%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.10,711$214K0.0%-6.1%0.000%
1/30/2025 Principal Securities Inc.34,478$687K0.0%+5.4%0.000%
1/29/2025 MeadowBrook Investment Advisors LLC1,770$35K0.0%+45.1%0.000%
1/28/2025 Seamount Financial Group Inc.49,104$979K0.7%-16.3%0.000%
1/28/2025 Golden State Wealth Management LLC3,931$78K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC23,352$466K0.0%N/A0.000%
1/17/2025 Westside Investment Management Inc.1,667$33K0.0%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.45,825$914K0.0%+138.4%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.7,704$154K0.0%N/A0.000%
1/13/2025 Fiduciary Alliance LLC10,350$206K0.0%N/A0.000%
11/15/2024Kovitz Investment Group Partners LLC229,387$4.91M0.0%N/A0.000%
11/15/2024HighTower Advisors LLC29,542$635K0.0%+15.7%0.000%
11/9/2024Landscape Capital Management L.L.C.13,943$300K0.0%-78.4%0.000%
11/7/2024Aviance Capital Partners LLC9,425$203K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC44,315$953K0.4%-43.9%0.000%
10/31/2024Concurrent Investment Advisors LLC16,332$351K0.0%+6.0%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.19,224$413K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC179,052$3.85M0.0%+2,050.0%0.000%
10/22/2024Private Advisor Group LLC36,442$784K0.0%-20.7%0.000%
10/18/2024 Seamount Financial Group Inc.58,657$1.26M0.9%-0.8%0.000%
10/18/2024Raymond James & Associates745,709$16.03M0.0%+1.9%0.000%
9/23/2024Centaurus Financial Inc.22,933$440K0.0%-15.5%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.6,575$126K0.0%+22.3%0.000%
8/7/2024Wedbush Securities Inc.18,450$354K0.0%+12.8%0.000%
8/5/2024Private Advisor Group LLC45,937$882K0.0%+5.0%0.000%
8/3/2024Shaker Financial Services LLC79,008$1.52M0.6%+0.8%0.000%
8/2/2024Wolverine Asset Management LLC47,006$903K0.0%-4.2%0.000%
7/31/2024Concurrent Investment Advisors LLC15,411$296K0.0%+53.2%0.000%
7/30/2024 International Assets Investment Management LLC8,328$160K0.0%N/A0.000%
7/23/2024All Season Financial Advisors Inc.30,055$577K0.5%-6.2%0.000%
7/19/2024Raymond James & Associates732,041$14.06M0.0%+7.3%0.000%
5/29/2024 Pathway Financial Advisers LLC3,108$60K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC16,025$294K0.1%-38.7%0.000%
5/10/2024RPO LLC166,051$3.18M4.6%-25.6%0.000%
5/7/2024Concurrent Investment Advisors LLC10,060$193K0.0%-14.1%0.000%
4/30/2024Private Advisor Group LLC43,746$839K0.0%+2.4%0.000%
4/30/2024Commonwealth Equity Services LLC55,907$1.07M0.0%-1.4%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.86,851$1.67M0.0%+5.7%0.000%
4/23/2024Revisor Wealth Management LLC83,515$1.54M0.7%+81.1%0.000%
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4/23/2024Raymond James Financial Services Advisors Inc.127,952$2.45M0.0%+2.0%0.000%
4/22/2024Raymond James & Associates682,443$13.08M0.0%+13.1%0.000%
3/22/2024PNC Financial Services Group Inc.14,445$256K0.0%-48.3%0.000%
2/26/2024Centaurus Financial Inc.28,182$500K0.0%-3.3%0.000%
2/15/2024Flow State Investments L.P.26,259$466K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC273,497$4.86M0.3%N/A0.000%
2/12/2024RPO LLC223,283$3.96M5.9%+157.4%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.82,165$1.46M0.0%+6.4%0.000%
2/9/2024PNC Financial Services Group Inc.14,445$256K0.0%-48.3%0.000%
2/8/2024Robinson Capital Management LLC26,124$467K0.2%+109.0%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC26,396$469K0.0%-12.6%0.000%
2/7/2024Shaker Financial Services LLC48,432$860K0.4%+164.1%0.000%
2/7/2024 Principal Securities Inc.24,755$439K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC42,731$758K0.0%-1.5%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC2,015$36K0.0%N/A0.000%
2/5/2024Cary Street Partners Investment Advisory LLC33,391$593K0.2%+10.6%0.000%
2/1/2024Wolverine Asset Management LLC31,815$565K0.0%-40.7%0.000%
1/30/2024Mathes Company Inc.21,500$382K0.2%-22.9%0.000%
1/30/2024Capital Analysts LLC36,171$642K0.0%+147.8%0.000%
1/25/2024 International Assets Investment Management LLC147,822$2.62M0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC147,822$2.62M0.0%N/A0.000%
1/24/2024All Season Financial Advisors Inc.31,303$556K0.5%+71.4%0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.3,528$63K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.125,406$2.23M0.0%-10.1%0.000%
1/16/2024Raymond James & Associates603,591$10.71M0.0%-1.3%0.000%
1/11/2024Revisor Wealth Management LLC46,125$819K0.9%-17.3%0.000%
11/16/2023Revisor Wealth Management LLC55,796$936K0.8%N/A0.000%
11/14/2023Samalin Investment Counsel LLC23,167$389K0.2%+58.9%0.000%
11/13/2023LPL Financial LLC237,196$3.98M0.0%-2.5%0.000%
11/13/2023Bison Wealth LLC10,441$175K0.0%-6.7%0.000%
11/13/2023Wolverine Asset Management LLC53,680$900K0.0%+415.9%0.000%
11/13/2023Kestra Advisory Services LLC14,096$236K0.0%-8.8%0.000%
11/13/2023PNC Financial Services Group Inc.27,945$469K0.0%+179.5%0.000%
11/6/2023RPO LLC86,745$1.46M1.6%N/A0.000%
11/3/2023Private Advisor Group LLC43,365$727K0.0%-65.2%0.000%
11/2/2023Shaker Financial Services LLC18,337$308K0.1%N/A0.000%
10/26/2023Mathes Company Inc.27,900$468K0.2%-25.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.139,475$2.34M0.0%-3.0%0.000%
10/24/2023Raymond James & Associates611,245$10.25M0.0%+14.8%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.77,258$1.30M0.0%+7.1%0.000%
10/23/2023All Season Financial Advisors Inc.18,258$306K0.3%+4.8%0.000%
10/11/2023CWM LLC1,850$31K0.0%-28.3%0.000%
8/15/2023Cohen & Steers Inc.255,500$4.45M0.0%+4.1%0.000%
8/14/2023Mangrove Partners406,000$7.07M0.5%N/A0.000%
8/11/2023Guggenheim Capital LLC65,024$1.13M0.0%+5.0%0.000%
8/10/2023Private Advisor Group LLC124,791$2.17M0.0%+5.5%0.000%
8/7/2023Wolverine Asset Management LLC10,406$181K0.0%-83.6%0.000%
8/4/2023Oxbow Advisors LLC36,587$637K0.1%+2.1%0.000%
8/3/2023Atria Wealth Solutions Inc.16,604$289K0.0%-26.0%0.000%
8/3/2023Samalin Investment Counsel LLC14,582$254K0.1%N/A0.000%
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Billionaire Sam Altman has become one of the most powerful men in the world by running OpenAI… But there’s a far lesser known investment he’s making that could put OpenAI to shame. In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI… And the US Military… not to mention hundreds of other giant companies around the globe. To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office… Which ordered the government to take this incredible new technology seriously.

Check out our report right here.
8/3/2023CWM LLC2,580$45K0.0%+43.1%0.000%
8/2/20231776 Wealth LLC80,950$1.41M0.7%-6.1%0.000%
7/31/2023LPL Financial LLC243,348$4.24M0.0%+4.6%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.143,725$2.50M0.0%-2.9%0.000%
7/25/2023Raymond James & Associates532,568$9.28M0.0%-3.5%0.000%
7/25/2023Mathes Company Inc.37,350$651K0.3%N/A0.000%
7/13/2023Cambridge Investment Research Advisors Inc.72,138$1.26M0.0%+23.4%0.000%
7/12/2023Heron Bay Capital Management130,960$2.28M0.6%-5.4%0.000%
5/12/2023Palogic Value Management L.P.22,100$401K0.2%-8.3%0.000%
5/11/2023Heron Bay Capital Management138,479$2.52M1.0%+40.3%0.000%
(Data available from 1/1/2016 forward)

DFP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFP shares?

During the previous two years, 60 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($16.03M), Mangrove Partners ($7.07M), Kovitz Investment Group Partners LLC ($4.91M), Relative Value Partners Group LLC ($4.86M), Cohen & Steers Inc. ($4.45M), LPL Financial LLC ($3.98M), and International Assets Investment Management LLC ($3.85M).Learn more on DFP's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Dynamic Preferred and Income Fund stock?

Of the 49 institutional investors that purchased Flaherty & Crumrine Dynamic Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($474.70K), Mangrove Partners ($406K), Raymond James & Associates ($327.56K), Relative Value Partners Group LLC ($273.50K), Kovitz Investment Group Partners LLC ($229.39K), RPO LLC ($223.28K), and Private Advisor Group LLC ($128.00K).

How much institutional buying is happening at Flaherty & Crumrine Dynamic Preferred and Income Fund?

Institutional investors have bought a total of 2,780,367 shares in the last 24 months. This purchase volume represents approximately $51.30M in transactions.

Which Flaherty & Crumrine Dynamic Preferred and Income Fund major shareholders have been selling company stock?

Of the 29 institutional investors that sold Flaherty & Crumrine Dynamic Preferred and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($91.56K), Wolverine Asset Management LLC ($84.34K), RPO LLC ($57.23K), Landscape Capital Management L.L.C. ($50.57K), Raymond James Financial Services Advisors Inc. ($39.39K), Shaker Financial Services LLC ($34.69K), and PNC Financial Services Group Inc. ($27K).

How much institutional selling is happening at Flaherty & Crumrine Dynamic Preferred and Income Fund?

Institutional investors have sold a total of 526,305 shares in the last 24 months. This volume of shares sold represents approximately $9.75M in transactions.


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This page (NYSE:DFP) was last updated on 2/1/2025 by MarketBeat.com Staff
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