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Get Institutions for : 
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc (DFP)  
$18.68 0.13 (0.7%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    2
Total shares held : 
 4,350,455  
% of shares held : 
 22.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 828,158  
% of shares held change : 
   4.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.55  
Last Quarter's Ending Price : 
 $17.75  
Last Quarter's Average Price : 
 $16.85  
Change from last quarter's     
avg. price to the last closing  : 
1.83 (10.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 351,650
 8.08%
 
Increased Positions :
27
 675,739
 15.53%
 
Unchanged Positions :
14
 423,898
 9.74%
 
Decreased Positions :
17
-132,037
-3.04%
 
Closed Positions :
6
-67,194
-1.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 1011 - 2024-03-31 682,443 $13,082,000 78,852
   MANGROVE PARTNERS 50 - 2024-03-31 459,627 $8,811,000 0
   LPL FINANCIAL CORP 1640 - 2024-03-31 313,681 $6,013,000 24,922
   INVESCO LTD 2083 - 2024-03-31 300,033 $5,752,000 22,671
   COHEN & STEERS INC 132 - 2024-03-31 278,500 $5,339,000 0
   Relative Value Partners Group LLC 63 - 2024-03-31 269,481 $5,088,000 -4,016
   AMERIPRISE FINANCIAL INC 2420 - 2024-03-31 211,039 $4,037,000 -21,106
   MORGAN STANLEY 4008 - 2024-03-31 204,682 $3,924,000 -957
   RPO LLC 7 - 2024-03-31 166,051 $3,183,000 -57,232
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1532 - 2024-03-31 127,952 $2,453,000 2,546
   WELLS FARGO & CO/MN 2576 - 2024-03-31 103,368 $1,982,000 50,101
   GUGGENHEIM CAPITAL LLC 903 - 2024-03-31 97,819 $1,875,000 20,462
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1379 - 2024-03-31 86,851 $1,665,000 4,686
   Revisor Wealth Management LLC 28 - 2024-03-31 83,515 $1,544,000 37,390
   SHAKER FINANCIAL SERVICES, LLC 55 - 2024-03-31 78,379 $1,503,000 29,947
   BOOTHBAY FUND MANAGEMENT LLC 476 - 2024-03-31 74,723 $1,432,000 -25,754
   1776 WEALTH LLC 32 - 2024-03-31 66,241 $1,270,000 -496
   Advisor Group Holdings Inc. 2191 - 2024-03-31 60,017 $1,151,000 -9,931
   SEAMOUNT FINANCIAL GROUP INC 26 - 2024-03-31 59,141 $1,134,000 -109
   COMMONWEALTH EQUITY SERVICES LLC. 2173 - 2024-03-31 55,907 $1,072,000 -817
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 291 - 2024-03-31 52,512 $1,007,000 10,528
   WOLVERINE ASSET MANAGEMENT LLC 284 - 2024-03-31 49,042 $940,000 17,227
   Private Advisor Group LLC 1241 - 2024-03-31 43,746 $839,000 1,015
   Capital Analysts Inc. 264 - 2024-03-31 42,384 $813,000 6,213
   Goss Wealth Management LLC 1099 - 2024-03-31 41,404 $794,000 -3,147
   ENVESTNET ASSET MANAGEMENT INC 3218 - 2024-03-31 36,630 $702,000 -5,366
   Samalin Investment Counsel LLC 92 - 2024-03-31 36,263 $695,000 1,423
   All Season Financial Advisors Inc. 48 - 2024-03-31 32,043 $614,000 740
   CENTAURUS FINANCIAL INC. 370 - 2024-03-31 27,145 $520,000 -1,037
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 456 - 2024-03-31 26,396 $506,000 0
   PRINCIPAL SECURITIES INC. 667 - 2024-03-31 25,876 $496,000 1,121
   MILLENNIUM MANAGEMENT LLC 3234 - 2024-03-31 22,362 $429,000 -9,266
   MATHES COMPANY INC 94 - 2024-03-31 21,500 $412,000 0
   Merit Financial Group LLC 605 - 2024-03-31 21,959 $408,000 53
   Palogic Value Management L.P. 112 - 2024-03-31 20,500 $393,000 0
   Cetera Investment Advisers 2829 *New 2024-03-31 19,202 $368,000 19,202
   ROYAL BANK OF CANADA 3658 - 2024-03-31 19,102 $366,000 850
   FINANCIAL NETWORK 2190 - 2024-03-31 17,593 $337,000 61
   HPM Partners LLC 1802 - 2024-03-31 17,300 $332,000 0
   WEDBUSH MORGAN SECURITIES INC 856 - 2024-03-31 16,350 $313,000 -3,906
   Kestra Advisory Services LLC 1966 - 2024-03-31 15,969 $306,000 1,206
   ROBINSON CAPITAL MANAGEMENT LLC 103 - 2024-03-31 16,025 $294,000 -10,099
   Integrated Wealth Concepts LLC 1324 - 2024-03-31 15,000 $288,000 0
   Atria Wealth Solutions Inc. 1634 - 2024-03-31 13,638 $261,000 -2,333
   Flow State Investments L.P. 92 - 2024-03-31 11,859 $227,000 -14,400
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 106 - 2024-03-31 10,950 $210,000 10,950
   BANK OF AMERICA CORP /DE/ 4877 - 2024-03-31 10,693 $205,000 4,740
   Lakeview Capital Partners LLC 399 - 2024-03-31 10,445 $200,000 2
   Concurrent Investment Advisors LLC 803 - 2024-03-31 10,060 $193,000 -1,657
   UBS Group AG 4737 - 2024-03-31 9,673 $185,000 614
   PNC FINANCIAL SERVICES GROUP INC 2251 - 2024-03-31 9,445 $181,000 -5,000
   Gilliland Jeter Wealth Management LLC 215 *New 2024-03-31 5,371 $103,000 5,371
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1780 - 2024-03-31 5,378 $103,000 90
   COMERICA BANK 2761 - 2024-03-31 2,500 $48,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 633 - 2024-03-31 2,200 $42,000 0
   CWM LLC 2477 - 2024-03-31 1,918 $37,000 37
   Steward Partners Investment Advisory LLC 2260 - 2024-03-31 1,800 $35,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 196 - 2024-03-31 1,585 $30,000 -430
   Investors Research Corp 605 - 2024-03-31 1,200 $23,000 0
   MCF Advisors LLC 516 - 2024-03-31 1,091 $21,000 24
   Geneos Wealth Management Inc. 1432 - 2024-03-31 855 $16,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 737 *New 2023-12-31 502 $9,000 502
   Sound Income Strategies LLC 898 - 2024-03-31 236 $5,000 0
   HANSON MCCLAIN, INC. 2796 - 2024-03-31 100 $2,000 0
   FMR LLC 4735 - 2024-03-31 1 $0 1
   PROEQUITIES INC. 2508 - 2024-03-31 0 $0 0
   Tradition Wealth Management LLC 799 *Closed 2024-03-31 0 $0 -1,902
   ADVISORY SERVICES NETWORK, LLC 1967 *Closed 2024-03-31 0 $0 -365
   McGlone Suttner Wealth Management Inc. 410 *Closed 2024-03-31 0 $0 -3,528
   ELEQUIN CAPITAL LP 188 *Closed 2024-03-31 0 $0 -8,762
   Logan Stone Capital LLC 172 *Closed 2024-03-31 0 $0 -21,030
   Truvestments Capital LLC 751 *Closed 2024-03-31 0 $0 -3,500
   Kozak & Associates Inc. 460 *New 2024-03-31 0 $0 0
  73 Records found
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