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Get Institutions for : 
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc (DFP)  
$18.64 0.04 (0.22%) as of 4:30 Mon 5/13


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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  : 
1.79 (10.62%)  




 
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 56 - 2023-12-31 459,627 $8,158,000 53,627
   LPL FINANCIAL CORP 1640 - 2024-03-31 313,681 $6,013,000 24,922
   COHEN & STEERS INC 139 - 2023-12-31 278,500 $4,943,000 0
   INVESCO LTD 2180 - 2023-12-31 277,362 $4,923,000 13,151
   Relative Value Partners Group LLC 65 *New 2023-12-31 273,497 $4,855,000 273,497
   AMERIPRISE FINANCIAL INC 2420 - 2023-12-31 232,145 $4,121,000 25,412
   MORGAN STANLEY 4042 - 2023-12-31 205,639 $3,650,000 101,646
   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
   BOOTHBAY FUND MANAGEMENT LLC 400 - 2023-12-31 100,477 $1,783,000 61,442
   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
   GUGGENHEIM CAPITAL LLC 1001 - 2023-12-31 77,357 $1,373,000 9,009
   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
   SHAKER FINANCIAL SERVICES, LLC 83 - 2023-12-31 48,432 $860,000 30,095
   Private Advisor Group LLC 1241 - 2024-03-31 43,746 $839,000 1,015
   Goss Wealth Management LLC 1024 - 2023-12-31 44,551 $823,000 10,853
   ENVESTNET ASSET MANAGEMENT INC 3096 - 2023-12-31 41,996 $745,000 8,373
   Capital Analysts Inc. 282 - 2023-12-31 36,171 $642,000 21,572
   Samalin Investment Counsel LLC 101 - 2023-12-31 34,840 $618,000 11,673
   All Season Financial Advisors Inc. 48 - 2024-03-31 32,043 $614,000 740
   WOLVERINE ASSET MANAGEMENT LLC 401 - 2023-12-31 31,815 $565,000 -21,865
   MILLENNIUM MANAGEMENT LLC 3006 - 2023-12-31 31,628 $561,000 -5,704
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 456 - 2024-03-31 26,396 $506,000 0
   CENTAURUS FINANCIAL INC. 368 - 2023-12-31 28,182 $500,000 -957
   PRINCIPAL SECURITIES INC. 667 - 2024-03-31 25,876 $496,000 1,121
   ROBINSON CAPITAL MANAGEMENT LLC 87 - 2023-12-31 26,124 $467,000 13,624
   Flow State Investments L.P. 67 *New 2023-12-31 26,259 $466,000 26,259
   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
   Logan Stone Capital LLC 122 - 2023-12-31 21,030 $373,000 6,330
   Palogic Value Management L.P. 117 - 2023-12-31 20,500 $364,000 0
   WEDBUSH MORGAN SECURITIES INC 685 - 2023-12-31 20,256 $360,000 -1,677
   ROYAL BANK OF CANADA 4038 - 2023-12-31 18,252 $324,000 -1,541
   FINANCIAL NETWORK 2213 - 2023-12-31 17,532 $311,000 -78
   HPM Partners LLC - 2023-12-31 17,300 $307,000 0
   Atria Wealth Solutions Inc. 1518 - 2023-12-31 15,971 $283,000 -190
   Integrated Wealth Concepts LLC 1307 - 2023-12-31 15,000 $266,000 0
   Kestra Advisory Services LLC 1918 - 2023-12-31 14,763 $262,000 667
   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
   PNC FINANCIAL SERVICES GROUP INC 2251 - 2024-03-31 9,445 $181,000 -5,000
   UBS Group AG 4673 - 2023-12-31 9,059 $161,000 -3,024
   ELEQUIN CAPITAL LP 138 - 2023-12-31 8,762 $156,000 7,736
   BANK OF AMERICA CORP /DE/ 5258 - 2023-12-31 5,953 $106,000 -1,560
   Gilliland Jeter Wealth Management LLC 215 *New 2024-03-31 5,371 $103,000 5,371
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1792 - 2023-12-31 5,288 $94,000 -1,417
   Truvestments Capital LLC 297 *New 2023-12-31 3,500 $62,000 3,500
   COMERICA BANK 2744 - 2023-12-31 2,500 $44,000 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
   Tradition Wealth Management LLC 705 - 2023-12-31 1,902 $34,000 0
   Steward Partners Investment Advisory LLC 2146 - 2023-12-31 1,800 $32,000 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
   PROEQUITIES INC. 2508 - 2024-03-31 0 $0 0
   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
   FMR LLC 4831 *Closed 2023-12-31 0 $0 -1
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 108 *Closed 2023-12-31 0 $0 -14,375
   Beacon Pointe Advisors LLC 1321 *Closed 2023-12-31 0 $0 -28,982
  72 Records found
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