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

$20.68 -0.07 (-0.31%)
Closing price 08/1/2025 03:58 PM Eastern
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$20.77 +0.09 (+0.46%)
As of 08/1/2025 06:26 PM Eastern
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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)
$68.54M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$8.04M
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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
8/1/2025Envestnet Asset Management Inc.68,780$1.41M0.0%+1.6%0.000%
7/31/2025 Whipplewood Advisors LLC93,985$1.93M1.1%+2,791.8%0.000%
7/25/2025 Concurrent Investment Advisors LLC27,062$556K0.0%+2.1%0.000%
7/23/2025 Abel Hall LLC10,500$216K0.1%N/A0.000%
7/23/2025 Seamount Financial Group Inc.47,703$979K0.5%-6.6%0.000%
7/21/2025 Catalina Capital Group LLC13,946$286K0.2%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC23,233$477K0.0%-3.0%0.000%
7/15/2025 Revisor Wealth Management LLC66,129$1.38M0.5%-0.8%0.000%
7/14/2025 AdvisorNet Financial Inc4,250$87K0.0%N/A0.000%
7/8/2025 Strategic Advocates LLC43,960$902K0.3%+8.4%0.000%
5/19/2025Smith Asset Management Co. LLC98,096$1.99M1.9%N/A0.000%
5/15/2025Royal Bank of Canada26,460$536K0.0%-10.1%0.000%
5/15/2025Baird Financial Group Inc.13,859$281K0.0%N/A0.000%
5/14/2025Samalin Investment Counsel LLC43,479$880K0.4%+6.6%0.000%
5/14/2025Walleye Capital LLC20,136$408K0.0%+35.8%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.5,766$117K0.0%-13.5%0.000%
5/14/2025Capital Analysts LLC33,588$680K0.0%-5.4%0.000%
5/13/2025Raymond James Financial Inc.990,747$20.05M0.0%+1.6%0.000%
5/13/2025Kovitz Investment Group Partners LLC181,118$3.67M0.0%-13.3%0.000%
5/13/2025HighTower Advisors LLC20,581$417K0.0%-21.6%0.000%
5/12/2025Invesco Ltd.301,020$6.09M0.0%-3.4%0.000%
5/12/2025Wolverine Asset Management LLC5,158$104K0.0%+499.1%0.000%
5/12/2025AlphaCore Capital LLC34,651$701K0.1%N/A0.000%
5/9/2025Shaker Financial Services LLC73,872$1.50M0.6%-1.8%0.000%
5/9/2025Cary Street Partners Financial LLC25,651$519K0.0%-2.8%0.000%
5/8/2025 Strategic Advocates LLC40,566$821K0.3%N/A0.000%
5/7/2025LPL Financial LLC282,048$5.71M0.0%+6.6%0.000%
5/6/2025Cetera Investment Advisers20,753$420K0.0%+4.4%0.000%
5/6/2025Wedbush Securities Inc.13,600$275K0.0%-17.6%0.000%
5/6/2025Readystate Asset Management LP17,926$363K0.0%N/A0.000%
5/6/20251776 Wealth LLC61,147$1.24M0.6%-2.7%0.000%
5/1/2025 CWM LLC2,152$44K0.0%-25.4%0.000%
5/1/2025Mathes Company Inc.15,500$314K0.1%-6.1%0.000%
4/30/2025 Seamount Financial Group Inc.51,063$1.03M0.7%+4.0%0.000%
4/29/2025Envestnet Asset Management Inc.67,694$1.37M0.0%+12.6%0.000%
4/29/2025 Concurrent Investment Advisors LLC26,518$537K0.0%+45.3%0.000%
4/28/2025 Revisor Wealth Management LLC66,686$1.35M0.6%+174.0%0.000%
4/23/2025Golden State Wealth Management LLC7,990$162K0.0%+103.3%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.86,245$1.75M0.0%-2.8%0.000%
4/17/2025 Janney Montgomery Scott LLC23,956$485K0.0%+2.6%0.000%
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4/14/2025 Farther Finance Advisors LLC2,541$51K0.0%N/A0.000%
4/10/2025Hennion & Walsh Asset Management Inc.59,389$1.20M0.1%+29.6%0.000%
4/10/2025 Whipplewood Advisors LLC3,250$66K0.0%-97.7%0.000%
3/12/2025Centaurus Financial Inc.21,116$421K0.0%-7.0%0.000%
2/20/2025 Revisor Wealth Management LLC24,339$485K0.4%-48.5%0.000%
2/17/2025Cary Street Partners Financial LLC26,396$526K0.0%N/A0.000%
2/17/2025Bank of America Corp DE12,213$244K0.0%+12.7%0.000%
2/17/2025Ameriprise Financial Inc.187,235$3.73M0.0%-6.5%0.000%
2/14/2025South Plains Financial Inc.4,022$80K0.1%N/A0.000%
2/14/2025Capital Analysts LLC35,493$708K0.0%+9.8%0.000%
2/14/2025Kovitz Investment Group Partners LLC208,989$4.17M0.0%-8.9%0.000%
2/14/2025Shaker Financial Services LLC75,240$1.50M0.6%+69.8%0.000%
2/13/2025NewEdge Advisors LLC34,942$697K0.0%-9.2%0.000%
2/13/2025Guggenheim Capital LLC275,471$5.49M0.0%+43.1%0.000%
2/13/2025Walleye Capital LLC14,825$296K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.451,762$9.01M0.0%+10.2%0.000%
2/13/2025Raymond James Financial Inc.975,314$19.45M0.0%N/A0.000%
2/13/2025Invesco Ltd.311,497$6.21M0.0%+2.9%0.000%
2/13/2025Cerity Partners LLC16,529$330K0.0%-10.2%0.000%
2/13/2025Envestnet Asset Management Inc.60,108$1.20M0.0%+1.3%0.000%
2/13/2025Wedbush Securities Inc.16,500$329K0.0%-5.2%0.000%
2/13/2025Sit Investment Associates Inc.37,875$755K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN191,409$3.82M0.0%+12.9%0.000%
2/11/2025LPL Financial LLC264,693$5.28M0.0%-3.6%0.000%
2/11/2025Samalin Investment Counsel LLC40,789$813K0.3%+4.5%0.000%
2/10/2025Commonwealth Equity Services LLC54,323$1.08M0.0%-3.3%0.000%
2/10/20251776 Wealth LLC62,864$1.25M0.5%-1.7%0.000%
2/7/2025HighTower Advisors LLC26,249$523K0.0%-11.1%0.000%
2/7/2025Independent Advisor Alliance18,275$364K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.975,314$19.45M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC2,800$56K0.0%+55.6%0.000%
2/5/2025 Whipplewood Advisors LLC140,478$2.80M1.6%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC18,250$364K0.0%+11.7%0.000%
1/31/2025Robinson Capital Management LLC17,475$348K0.1%N/A0.000%
1/31/2025 Atria Wealth Solutions Inc.10,711$214K0.0%-6.1%0.000%
1/30/2025Principal Securities Inc.34,478$687K0.0%+5.4%0.000%
1/29/2025MeadowBrook 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%
1/28/2025Golden State Wealth Management LLC3,931$78K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC23,352$466K0.0%N/A0.000%
1/17/2025Westside Investment Management Inc.1,667$33K0.0%N/A0.000%
1/15/2025Hennion & 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%
10/31/2024 Concurrent Investment Advisors LLC16,332$351K0.0%+6.0%0.000%
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10/23/2024Hennion & 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%
(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, 74 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. ($20.05M), Raymond James & Associates ($16.03M), Cohen & Steers Inc. ($9.01M), Mangrove Partners ($7.07M), Invesco Ltd. ($6.09M), LPL Financial LLC ($5.71M), and Guggenheim Capital LLC ($5.49M).Learn more on Flaherty & Crumrine Dynamic Preferred and Income Fund's institutional investors.

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

Of the 62 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. ($1.97M), International Assets Investment Management LLC ($474.70K), Mangrove Partners ($406K), Relative Value Partners Group LLC ($273.50K), Whipplewood Advisors LLC ($231.21K), Kovitz Investment Group Partners LLC ($229.39K), and RPO LLC ($223.28K).

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

Institutional investors have bought a total of 3,392,274 shares in the last 24 months. This purchase volume represents approximately $68.54M in transactions.

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

Of the 26 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: Whipplewood Advisors LLC ($137.23K), Landscape Capital Management L.L.C. ($50.57K), Kovitz Investment Group Partners LLC ($48.27K), Shaker Financial Services LLC ($36.06K), Revisor Wealth Management LLC ($23.46K), Seamount Financial Group Inc. ($13.40K), and Ameriprise Financial Inc. ($12.97K).

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

Institutional investors have sold a total of 392,651 shares in the last 24 months. This volume of shares sold represents approximately $8.04M in transactions.


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This page (NYSE:DFP) was last updated on 8/2/2025 by MarketBeat.com Staff
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