Free Trial

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

Flaherty & Crumrine Dynamic Preferred and Income Fund logo
$20.22 -0.13 (-0.64%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$28.50M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.19M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Kovitz Investment Group Partners LLC229,387$4.91M0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC29,542$635K0.0%+15.7%0.000%
11/9/2024 Landscape Capital Management L.L.C.13,943$300K0.0%-78.4%0.000%
11/7/2024 Aviance Capital Partners LLC9,425$203K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC44,315$953K0.4%-43.9%0.000%
10/31/2024 Concurrent 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%
10/22/2024 Private Advisor Group LLC36,442$784K0.0%-20.7%0.000%
10/18/2024Seamount 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%
9/23/2024 Centaurus Financial Inc.22,933$440K0.0%-15.5%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.6,575$126K0.0%+22.3%0.000%
8/7/2024 Wedbush Securities Inc.18,450$354K0.0%+12.8%0.000%
8/5/2024 Private Advisor Group LLC45,937$882K0.0%+5.0%0.000%
8/3/2024 Shaker Financial Services LLC79,008$1.52M0.6%+0.8%0.000%
8/2/2024 Wolverine Asset Management LLC47,006$903K0.0%-4.2%0.000%
7/31/2024 Concurrent Investment Advisors LLC15,411$296K0.0%+53.2%0.000%
7/30/2024 International Assets Investment Management LLC8,328$160K0.0%N/A0.000%
7/23/2024 All 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%
5/14/2024 Robinson Capital Management LLC16,025$294K0.1%-38.7%0.000%
5/10/2024 RPO LLC166,051$3.18M4.6%-25.6%0.000%
5/7/2024 Concurrent Investment Advisors LLC10,060$193K0.0%-14.1%0.000%
4/30/2024 Private Advisor Group LLC43,746$839K0.0%+2.4%0.000%
4/30/2024Commonwealth Equity Services LLC55,907$1.07M0.0%-1.4%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.86,851$1.67M0.0%+5.7%0.000%
4/23/2024 Revisor Wealth Management LLC83,515$1.54M0.7%+81.1%0.000%
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%
3/22/2024 PNC Financial Services Group Inc.14,445$256K0.0%-48.3%0.000%
2/26/2024 Centaurus Financial Inc.28,182$500K0.0%-3.3%0.000%
2/15/2024 Flow 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%
2/12/2024 RPO LLC223,283$3.96M5.9%+157.4%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.82,165$1.46M0.0%+6.4%0.000%
2/9/2024 PNC Financial Services Group Inc.14,445$256K0.0%-48.3%0.000%
2/8/2024 Robinson Capital Management LLC26,124$467K0.2%+109.0%0.000%
2/7/2024 Cary Street Partners Investment Advisory LLC26,396$469K0.0%-12.6%0.000%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

2/7/2024 Shaker Financial Services LLC48,432$860K0.4%+164.1%0.000%
2/7/2024 Principal Securities Inc.24,755$439K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC42,731$758K0.0%-1.5%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC2,015$36K0.0%N/A0.000%
2/5/2024 Cary Street Partners Investment Advisory LLC33,391$593K0.2%+10.6%0.000%
2/1/2024 Wolverine Asset Management LLC31,815$565K0.0%-40.7%0.000%
1/30/2024 Mathes Company Inc.21,500$382K0.2%-22.9%0.000%
1/30/2024 Capital 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%
1/24/2024 All 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%
1/11/2024 Revisor Wealth Management LLC46,125$819K0.9%-17.3%0.000%
11/16/2023 Revisor Wealth Management LLC55,796$936K0.8%N/A0.000%
11/14/2023 Samalin Investment Counsel LLC23,167$389K0.2%+58.9%0.000%
11/13/2023 LPL Financial LLC237,196$3.98M0.0%-2.5%0.000%
11/13/2023 Bison Wealth LLC10,441$175K0.0%-6.7%0.000%
11/13/2023 Wolverine Asset Management LLC53,680$900K0.0%+415.9%0.000%
11/13/2023 Kestra Advisory Services LLC14,096$236K0.0%-8.8%0.000%
11/13/2023 PNC Financial Services Group Inc.27,945$469K0.0%+179.5%0.000%
11/6/2023 RPO LLC86,745$1.46M1.6%N/A0.000%
11/3/2023 Private Advisor Group LLC43,365$727K0.0%-65.2%0.000%
11/2/2023 Shaker Financial Services LLC18,337$308K0.1%N/A0.000%
10/26/2023 Mathes 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%
10/24/2023 Cambridge Investment Research Advisors Inc.77,258$1.30M0.0%+7.1%0.000%
10/23/2023 All Season Financial Advisors Inc.18,258$306K0.3%+4.8%0.000%
10/11/2023 CWM LLC1,850$31K0.0%-28.3%0.000%
8/15/2023 Cohen & Steers Inc.255,500$4.45M0.0%+4.1%0.000%
8/14/2023 Mangrove Partners406,000$7.07M0.5%N/A0.000%
8/11/2023 Guggenheim Capital LLC65,024$1.13M0.0%+5.0%0.000%
8/10/2023 Private Advisor Group LLC124,791$2.17M0.0%+5.5%0.000%
8/7/2023 Wolverine Asset Management LLC10,406$181K0.0%-83.6%0.000%
8/4/2023 Oxbow Advisors LLC36,587$637K0.1%+2.1%0.000%
8/3/2023 Atria Wealth Solutions Inc.16,604$289K0.0%-26.0%0.000%
8/3/2023 Samalin Investment Counsel LLC14,582$254K0.1%N/A0.000%
8/3/2023 CWM LLC2,580$45K0.0%+43.1%0.000%
8/2/2023 1776 Wealth LLC80,950$1.41M0.7%-6.1%0.000%
7/31/2023 LPL 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%
7/25/2023 Mathes Company Inc.37,350$651K0.3%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.72,138$1.26M0.0%+23.4%0.000%
7/12/2023 Heron Bay Capital Management130,960$2.28M0.6%-5.4%0.000%
5/12/2023 Palogic Value Management L.P.22,100$401K0.2%-8.3%0.000%
5/11/2023 Heron Bay Capital Management138,479$2.52M1.0%+40.3%0.000%
5/10/2023 Private Advisor Group LLC118,262$2.15M0.0%N/A0.000%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
5/10/2023 LPL Financial LLC232,751$4.23M0.0%+1.6%0.000%
5/9/2023 1776 Wealth LLC86,178$1.57M0.9%-2.6%0.000%
5/8/2023 Wolverine Asset Management LLC63,441$1.15M0.0%-10.4%0.000%
5/3/2023 Adell Harriman & Carpenter Inc.10,700$194K0.0%-22.5%0.000%
5/3/2023 Integrated Wealth Concepts LLC15,000$272K0.0%N/A0.000%
5/1/2023Virtu Financial LLC14,343$260K0.0%N/A0.000%
4/28/2023 Signaturefd LLC2,000$36K0.0%N/A0.000%
4/27/2023 North Star Investment Management Corp.2,100$38K0.0%+55.6%0.000%
4/24/2023Merit Financial Group LLC21,570$392K0.0%-11.1%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.148,026$2.69M0.0%-2.7%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, 55 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 45 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 ($494.18K), 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 Heron Bay Capital Management ($138.48K).

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

Institutional investors have bought a total of 2,806,378 shares in the last 24 months. This purchase volume represents approximately $51.67M in transactions.

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

Of the 30 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 ($99.35K), 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 533,587 shares in the last 24 months. This volume of shares sold represents approximately $9.87M in transactions.



This page (NYSE:DFP) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners