We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$20.1M +$315K +15,434 +2%
Cohen & Steers
2
Cohen & Steers
New York
$9.24M +$96.4K +4,727 +1%
GC
3
Guggenheim Capital
Illinois
$6.31M +$743K +36,445 +13%
Invesco
4
Invesco
Georgia
$6.09M -$214K -10,477 -3%
LPL Financial
5
LPL Financial
California
$5.71M +$354K +17,355 +7%
Wells Fargo
6
Wells Fargo
California
$4.63M +$757K +37,098 +19%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$4.62M +$3.74M +183,347 +424%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.67M -$569K -27,871 -13%
Ameriprise
9
Ameriprise
Minnesota
$3.59M -$201K -9,853 -5%
Morgan Stanley
10
Morgan Stanley
New York
$3.17M -$525K -25,759 -14%
WA
11
Whipplewood Advisors
Colorado
$2.85M -$2.8M -137,228 -98%
SAM
12
Smith Asset Management
Florida
$1.99M +$62.8K +3,080 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.75M -$51.3K -2,514 -3%
SFS
14
Shaker Financial Services
Virginia
$1.5M -$27.9K -1,368 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.37M +$155K +7,586 +13%
RWM
16
Revisor Wealth Management
Ohio
$1.35M +$864K +42,347 +174%
1W
17
1776 Wealth
Georgia
$1.24M -$35K -1,717 -3%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.2M +$277K +13,564 +30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.18M +$76.2K +3,737 +7%
SFG
20
Seamount Financial Group
Colorado
$1.03M +$40K +1,959 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$894K +$551 +27 +0.1%
MP
22
Mangrove Partners
Connecticut
$892K -$4.98M -244,095 -85%
SIC
23
Samalin Investment Counsel
New York
$880K +$54.9K +2,690 +7%
SA
24
Strategic Advocates
Utah
$821K +$827K +40,566 New
SIA
25
Sit Investment Associates
Minnesota
$772K +$5.43K +266 +0.7%