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

$20.48 +0.08 (+0.39%)
As of 03/3/2025 04:00 PM Eastern
This is a fair market value 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)
39
Total
Institutional Inflows
(last 12 months)
$62.94M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$5.57M
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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
2/20/2025 Revisor Wealth Management LLC24,339$485K0.4%-48.5%0.000%
2/17/2025 Cary Street Partners Financial LLC26,396$526K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE12,213$244K0.0%+12.7%0.000%
2/17/2025 Ameriprise Financial Inc.187,235$3.73M0.0%-6.5%0.000%
2/14/2025 South Plains Financial Inc.4,022$80K0.1%N/A0.000%
2/14/2025 Capital Analysts LLC35,493$708K0.0%+9.8%0.000%
2/14/2025 Kovitz Investment Group Partners LLC208,989$4.17M0.0%-8.9%0.000%
2/14/2025 Shaker Financial Services LLC75,240$1.50M0.6%+69.8%0.000%
2/13/2025 NewEdge Advisors LLC34,942$697K0.0%-9.2%0.000%
2/13/2025 Guggenheim Capital LLC275,471$5.49M0.0%+43.1%0.000%
2/13/2025 Walleye Capital LLC14,825$296K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.451,762$9.01M0.0%+10.2%0.000%
2/13/2025 Raymond James Financial Inc.975,314$19.45M0.0%N/A0.000%
2/13/2025 Invesco Ltd.311,497$6.21M0.0%+2.9%0.000%
2/13/2025 Cerity Partners LLC16,529$330K0.0%-10.2%0.000%
2/13/2025 Envestnet Asset Management Inc.60,108$1.20M0.0%+1.3%0.000%
2/13/2025 Wedbush Securities Inc.16,500$329K0.0%-5.2%0.000%
2/13/2025 Sit Investment Associates Inc.37,875$755K0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN191,409$3.82M0.0%+12.9%0.000%
2/11/2025 LPL Financial LLC264,693$5.28M0.0%-3.6%0.000%
2/11/2025 Samalin Investment Counsel LLC40,789$813K0.3%+4.5%0.000%
2/10/2025 Commonwealth Equity Services LLC54,323$1.08M0.0%-3.3%0.000%
2/10/2025 1776 Wealth LLC62,864$1.25M0.5%-1.7%0.000%
2/7/2025 HighTower Advisors LLC26,249$523K0.0%-11.1%0.000%
2/7/2025 Independent Advisor Alliance18,275$364K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.975,314$19.45M0.0%N/A0.000%
2/6/2025 Steward 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%
1/31/2025 Robinson Capital Management LLC17,475$348K0.1%N/A0.000%
1/31/2025 Atria Wealth Solutions Inc.10,711$214K0.0%-6.1%0.000%
1/30/2025 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%
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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%
10/18/2024 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%
8/16/2024 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%
7/23/2024All 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%
5/14/2024 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%
4/30/2024 Commonwealth 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%
2/26/2024Centaurus 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%
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%
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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%
1/11/2024 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%
(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, 71 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. ($19.45M), Raymond James & Associates ($16.03M), Cohen & Steers Inc. ($9.01M), Mangrove Partners ($7.07M), Invesco Ltd. ($6.21M), Guggenheim Capital LLC ($5.49M), and LPL Financial LLC ($5.28M).Learn more on DFP's institutional investors.

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

Of the 57 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: Raymond James Financial Inc. ($1.95M), International Assets Investment Management LLC ($474.70K), Mangrove Partners ($406K), Raymond James & Associates ($294.74K), Relative Value Partners Group LLC ($273.50K), 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 5,061,926 shares in the last 24 months. This purchase volume represents approximately $96.92M in transactions.

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

Of the 33 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), Shaker Financial Services LLC ($34.69K), Revisor Wealth Management LLC ($32.57K), 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 575,100 shares in the last 24 months. This volume of shares sold represents approximately $10.76M in transactions.


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This page (NYSE:DFP) was last updated on 3/4/2025 by MarketBeat.com Staff
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