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

$18.86
+0.03 (+0.16%)
(As of 05/17/2024 08:53 PM ET)

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)
$31.51M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.37M
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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
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%
4/23/2024 Raymond James Financial Services Advisors Inc.127,952$2.45M0.0%+2.0%0.000%
4/22/2024 Raymond 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%
2/12/2024 Relative 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%
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%
1/16/2024 Raymond James Financial Services Advisors Inc.125,406$2.23M0.0%-10.1%0.000%
1/16/2024 Raymond 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%
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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%
10/24/2023 Raymond James Financial Services Advisors Inc.139,475$2.34M0.0%-3.0%0.000%
10/24/2023 Raymond 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%
7/25/2023 Raymond James Financial Services Advisors Inc.143,725$2.50M0.0%-2.9%0.000%
7/25/2023 Raymond 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%
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%
4/24/2023 Merit Financial Group LLC21,570$392K0.0%-11.1%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.148,026$2.69M0.0%-2.7%0.000%
4/14/2023 Raymond James & Associates551,765$10.02M0.0%+15.5%0.000%
2/13/2023 Atria Wealth Solutions Inc.22,424$420K0.0%-11.7%0.000%
2/10/2023 Bison Wealth LLC11,187$237K0.1%-8.2%0.000%
2/10/2023CoreCap Advisors LLC2,955$55K0.0%N/A0.000%
2/9/2023 Elequin Securities LLC27,718$519K0.1%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.152,130$2.85M0.0%-7.7%0.000%
2/8/2023 Raymond James & Associates477,822$8.94M0.0%+7.4%0.000%
2/8/2023 Belpointe Asset Management LLC2,252$42K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.59,796$1.12M0.0%+23.2%0.000%
2/7/2023Commonwealth Equity Services LLC61,561$1.15M0.0%+12.5%0.000%
2/7/2023 LPL Financial LLC228,973$4.28M0.0%-3.3%0.000%
2/3/2023 Shaker Financial Services LLC15,729$294K0.1%N/A0.000%
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2/3/2023 Adell Harriman & Carpenter Inc.13,800$258K0.0%-12.6%0.000%
2/2/2023 Raymond James Trust N.A.11,978$224K0.0%-7.7%0.000%
2/2/2023 All Season Financial Advisors Inc.17,295$324K0.3%+3.1%0.000%
2/1/2023 Wolverine Asset Management LLC70,840$1.33M0.0%+11.5%0.000%
2/1/2023 Oxbow Advisors LLC36,322$680K0.1%-6.6%0.000%
1/31/2023 Kestra Advisory Services LLC13,057$244K0.0%-4.7%0.000%
1/31/2023 Wedbush Securities Inc.26,933$504K0.0%-5.3%0.000%
1/30/2023 International Assets Investment Management LLC19,479$364K0.0%N/A0.000%
1/25/2023 Heron Bay Capital Management98,667$1.85M1.1%N/A0.000%
1/25/2023 Mathes Company Inc.37,350$699K0.4%-11.8%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, 58 institutional investors and hedge funds held shares of Flaherty & Crumrine Dynamic Preferred and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($13.08M), Walker Asset Management LLC ($9.72M), Mangrove Partners ($7.07M), Relative Value Partners Group LLC ($4.86M), Cohen & Steers Inc. ($4.45M), LPL Financial LLC ($3.98M), and RPO LLC ($3.18M).Learn more on DFP's institutional investors.

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

Of the 47 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: Walker Asset Management LLC ($839.04K), Mangrove Partners ($406K), International Assets Investment Management LLC ($315.12K), Relative Value Partners Group LLC ($273.50K), Raymond James & Associates ($264.29K), RPO LLC ($223.28K), and Private Advisor Group LLC ($161.31K).

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

Institutional investors have bought a total of 3,342,716 shares in the last 24 months. This purchase volume represents approximately $62.90M in transactions.

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

Of the 31 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: Raymond James & Associates ($102.35K), Private Advisor Group LLC ($89.85K), Wolverine Asset Management LLC ($82.30K), RPO LLC ($57.23K), Raymond James Financial Services Advisors Inc. ($44.42K), PNC Financial Services Group Inc. ($27K), and Mathes Company Inc. ($20.85K).

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

Institutional investors have sold a total of 549,030 shares in the last 24 months. This volume of shares sold represents approximately $9.98M in transactions.


This page (NYSE:DFP) was last updated on 5/20/2024 by MarketBeat.com Staff

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