Flaherty & Crumrine Dynamic Preferred & Income Fund Inc - Preferred Stock (DFP) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Preferred Stock
Symbol
DFP on NYSE
Shares outstanding
20,411,114
Price per share
$20.79
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,434,901
Total reported value
$117,589,014
% of total 13F portfolios
0%
Share change
+371,824
Value change
+$8,127,261
Number of holders
82
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Flaherty & Crumrine Dynamic Preferred & Income Fund Inc - Preferred Stock (DFP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RAYMOND JAMES & ASSOCIATES 5.6% $24,735,004 1,143,022 RAYMOND JAMES & ASSOCIATES 30 Sep 2025

As of 30 Sep 2025, 82 institutional investors reported holding 5,434,901 shares of Flaherty & Crumrine Dynamic Preferred & Income Fund Inc - Preferred Stock (DFP). This represents 27% of the company’s total 20,411,114 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Flaherty & Crumrine Dynamic Preferred & Income Fund Inc - Preferred Stock (DFP) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RAYMOND JAMES FINANCIAL INC 6.3% 1,281,510 +18% 0.01% $27,731,889
COHEN & STEERS, INC. 2.3% 461,489 0% 0.02% $9,987,000
SIT INVESTMENT ASSOCIATES INC 1.8% 358,344 +559% 0.16% $7,755,000
GUGGENHEIM CAPITAL LLC 1.7% 356,889 +3.3% 0.06% $7,723,078
Invesco Ltd. 1.6% 324,801 +4.6% 0% $7,028,694
WELLS FARGO & COMPANY/MN 1.5% 305,509 +62% 0% $6,611,225
LPL Financial LLC 1.1% 221,770 -17% 0% $4,799,104
Kovitz Investment Group Partners, LLC 0.75% 154,058 -4.4% 0.01% $3,333,823
MORGAN STANLEY 0.64% 130,735 -18% 0% $2,829,108
Hennion & Walsh Asset Management, Inc. 0.6% 122,011 +24% 0.1% $2,640,318
Smith Asset Management Co., LLC 0.5% 101,043 +0.95% 1.9% $2,186,571
Whipplewood Advisors, LLC 0.47% 96,089 +2.2% 1.4% $2,079,366
AMERIPRISE FINANCIAL INC 0.46% 93,619 -40% 0% $2,025,920
Cambridge Investment Research Advisors, Inc. 0.44% 89,792 +0.31% 0.01% $1,943,000
1607 Capital Partners, LLC 0.39% 79,500 0.13% $1,720,380
ENVESTNET ASSET MANAGEMENT INC 0.35% 72,231 +5% 0% $1,563,087
Shaker Financial Services, LLC 0.34% 69,440 -47% 0.52% $1,502,682
Revisor Wealth Management LLC 0.31% 63,618 -3.8% 0.48% $1,388,148
Fiera Capital Corp 0.26% 53,931 0% $1,167,067
1776 Wealth LLC 0.26% 52,741 -12% 0.44% $1,141,313
OSAIC HOLDINGS, INC. 0.25% 50,150 +0.33% 0% $1,052,155
SEAMOUNT FINANCIAL GROUP INC 0.23% 47,073 -1.3% 0.48% $1,018,667
Samalin Investment Counsel, LLC 0.22% 45,675 +1.3% 0.34% $988,410
COMMONWEALTH EQUITY SERVICES, LLC 0.22% 44,671 -23% 0% $967,000
AlphaCore Capital LLC 0.19% 39,504 +0.05% 0.03% $854,866

Institutional Holders of Flaherty & Crumrine Dynamic Preferred & Income Fund Inc - Preferred Stock (DFP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 202,690 $4,213,926 +$1,291,745 $20.79 6
2025 Q3 5,434,901 $117,589,014 +$8,127,261 $21.64 82
2025 Q2 5,063,077 $103,966,973 +$6,191,265 $20.53 76
2025 Q1 4,762,574 $99,208,084 +$2,217,306 $20.24 73
2024 Q4 5,001,465 $99,730,402 +$998,593 $19.94 76
2024 Q3 4,375,001 $94,042,466 +$176,791 $21.50 66
2024 Q2 4,410,939 $84,680,690 -$1,938,381 $19.20 70
2024 Q1 4,516,340 $86,408,598 +$2,361,818 $19.17 67
2023 Q4 4,397,114 $78,084,090 +$14,713,515 $17.75 70
2023 Q3 3,474,742 $58,270,251 +$3,823,186 $16.77 64
2023 Q2 3,232,100 $56,306,545 +$6,840,210 $17.42 62
2023 Q1 2,800,229 $50,810,478 -$2,021,681 $18.16 63
2022 Q4 2,956,444 $55,345,961 +$9,744,161 $18.71 68
2022 Q3 2,423,982 $46,031,063 +$1,433,525 $18.99 55
2022 Q2 2,337,214 $50,227,768 -$7,117,399 $21.49 60
2022 Q1 2,657,253 $69,189,794 -$671,362 $26.04 62
2021 Q4 2,660,479 $73,905,928 -$1,304,130 $27.78 63
2021 Q3 2,676,285 $77,072,843 +$486,068 $28.80 73
2021 Q2 2,659,897 $77,894,675 -$2,755,760 $29.28 72
2021 Q1 2,743,459 $82,583,888 -$1,027,300 $30.11 69
2020 Q4 2,759,776 $80,215,748 +$507,075 $29.06 66
2020 Q3 2,716,608 $74,171,195 +$4,198,929 $27.30 63
2020 Q2 2,559,402 $62,273,866 -$1,649,270 $24.33 54
2020 Q1 2,633,998 $53,279,046 +$165,866 $20.23 56
2019 Q4 2,558,335 $68,349,352 -$7,620,433 $26.76 53
2019 Q3 2,741,146 $71,462,220 +$3,525,304 $26.10 55
2019 Q2 2,611,885 $64,973,226 +$903,626 $25.03 52
2019 Q1 2,555,236 $60,687,774 -$614,823 $23.76 51
2018 Q4 2,607,327 $53,151,188 -$48,107 $20.37 51
2018 Q3 2,560,192 $59,393,380 +$2,530,000 $23.20 48
2018 Q2 2,451,027 $57,534,167 +$11,003,361 $23.46 50
2018 Q1 1,988,773 $48,035,393 +$4,228,280 $24.17 49
2017 Q4 1,811,006 $48,298,191 -$2,957,754 $26.67 45
2017 Q3 1,711,222 $45,352,000 -$2,914,404 $26.50 40
2017 Q2 1,826,790 $48,051,000 -$4,504,952 $26.30 42
2017 Q1 2,003,516 $49,169,616 -$3,267,667 $24.53 41
2016 Q4 2,132,428 $50,714,000 +$1,105,548 $23.77 42
2016 Q3 2,074,856 $52,197,073 -$6,508,087 $25.16 35
2016 Q2 2,342,237 $56,801,000 -$13,352,905 $24.25 38
2016 Q1 2,890,475 $67,975,000 -$1,290,529 $23.54 38
2015 Q4 2,946,433 $67,541,000 +$4,741,416 $22.90 38
2015 Q3 2,739,989 $61,299,000 +$5,710,393 $22.38 35
2015 Q2 2,500,020 $55,782,000 +$4,039,879 $22.31 35
2015 Q1 2,433,567 $56,969,000 -$2,059,425 $23.41 34
2014 Q4 2,394,969 $53,288,033 -$615,763 $22.25 38
2014 Q3 2,391,770 $54,042,000 +$3,148,549 $22.59 29
2014 Q2 2,243,863 $52,846,580 +$1,897,468 $23.56 34
2014 Q1 2,219,804 $48,213,072 -$640,583 $21.72 31