DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

62 hedge funds and large institutions have $58.3M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
RPO LLC
Connecticut
$1.45M
2
Ameriprise
2
Ameriprise
Minnesota
$3.47M
3
RJA
3
Raymond James & Associates
Florida
$10.3M
4
RWM
4
Revisor Wealth Management
Ohio
$936K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M

Top Sellers

1
HBCM
1
Heron Bay Capital Management
Michigan
$0
2
1W
2
1776 Wealth
Georgia
$0
3
PAG
3
Private Advisor Group
New Jersey
$727K
4
OA
4
Oxbow Advisors
Texas
$0
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$433K 25,798 +3,236 +14%
SIC
27
Samalin Investment Counsel
New York
$389K 23,167 +8,585 +59%
WS
28
Wedbush Securities
California
$368K 21,933 -394 -2%
MFG
29
Merit Financial Group
Georgia
$365K 21,793 +109 +0.5%
PVM
30
Palogic Value Management
Texas
$344K 20,500 -600 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$332K 19,793 +7,031 +55%
SFS
32
Shaker Financial Services
Virginia
$308K 18,337 +18,337 New
ASFA
33
All Season Financial Advisors
Colorado
$306K 18,258 +828 +5%
CAN
34
Cetera Advisor Networks
California
$295K 17,610 -1,788 -9%
Cerity Partners
35
Cerity Partners
New York
$290K 17,300 – –
AWS
36
Atria Wealth Solutions
New York
$271K 16,161 -443 -3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$252K 15,000 – –
LSC
38
Logan Stone Capital
Illinois
$247K 14,700 +14,700 New
CAL
39
Capital Analysts LLC
Pennsylvania
$245K 14,599 +14,599 New
WLPWM
40
Walled Lake Planning & Wealth Management
Illinois
$241K 14,375 – –
KAS
41
Kestra Advisory Services
Texas
$236K 14,096 -1,358 -9%
HighTower Advisors
42
HighTower Advisors
Illinois
$204K 12,234 +1,035 +9%
RCM
43
Robinson Capital Management
Michigan
$203K 12,500 – –
UBS Group
44
UBS Group
Switzerland
$203K 12,083 +426 +4%
ACP
45
Aviance Capital Partners
Florida
$188K 11,225 – –
BW
46
Bison Wealth
Georgia
$175K 10,441 -749 -7%
Bank of America
47
Bank of America
North Carolina
$126K 7,513 -195 -3%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$112K 6,705 +673 +11%
PFA
49
Pathway Financial Advisers
Indiana
$64.8K 3,861 +3,861 New
Comerica Bank
50
Comerica Bank
Texas
$41.9K 2,500 +2,500 New
1
2
3