DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Overview Fund Activity

67 hedge funds and large institutions have $86.7M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
26
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$13.1M
2
Wells Fargo
2
Wells Fargo
California
$1.98M
3
RWM
3
Revisor Wealth Management
Ohio
$1.54M
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
LPL Financial
5
LPL Financial
California
$6.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.92M
2
RL
2
RPO LLC
Connecticut
$3.18M
3
BFM
3
Boothbay Fund Management
New York
$1.43M
4
Ameriprise
4
Ameriprise
Minnesota
$4.04M
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$181K 9,445 -5,000 -35%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$103K 5,378 +90 +2%
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$103K 5,371 +5,371 New
PFA
54
Pathway Financial Advisers
Indiana
$59.6K 3,108 -202 -6%
Comerica Bank
55
Comerica Bank
Texas
$47.9K 2,500 – –
HNB
56
Huntington National Bank
Ohio
– – – –
NSIM
57
North Star Investment Management
Illinois
$42.2K 2,200 – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$37K 1,918 +37 +2%
SPIA
59
Steward Partners Investment Advisory
New York
$34.5K 1,800 – –
MIA
60
MeadowBrook Investment Advisors
Michigan
$30.4K 1,585 -430 -21%
IRC
61
Investors Research Corp
Georgia
$23K 1,200 – –
MA
62
MCF Advisors
Kentucky
$20.9K 1,091 +24 +2%
CA
63
CoreCap Advisors
Michigan
$16.6K 865 +865 New
GWM
64
Geneos Wealth Management
Colorado
$16.4K 855 – –
HI
65
Harbour Investments
Wisconsin
$15.5K 809 +809 New
SIS
66
Sound Income Strategies
Florida
$4.53K 236 – –
AF
67
Allworth Financial
California
$1.92K 100 – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$19 1 +1 New
LSC
69
Logan Stone Capital
Illinois
– – -21,030 Closed
EC
70
Elequin Capital
New York
– – -8,762 Closed
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
– – -3,528 Closed
TC
72
Truvestments Capital
Florida
– – -3,500 Closed
TWM
73
Tradition Wealth Management
Minnesota
– – -1,902 Closed
ASN
74
Advisory Services Network
Georgia
– – -365 Closed
OCM
75
Osterweis Capital Management
California
– – – –
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3
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