Flaherty & Crumrine DYN PrefDFP
13F holders, Q1 2024 (March 31)66holders
1famous investor
$19.13avg. 13F price*
At the end of Q1 2024, 66 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings. The largest holders were Raymond James & Associates ($13.1M), Mangrove Partners Im, LLC ($8.8M) and LPL Financial LLC ($6.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Flaherty & Crumrine DYN Pref
- CUSIP
- 33848W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $713K |
| Exits | 6 | $694K |
Ownership 66 holders
| Raymond James & Associates | 0.01% | Add +13.1% | 682,443 | $13.1M |
| Mangrove Partners Im, LLC | 0.76% | No change | 459,627 | $8.8M |
| LPL Financial LLC | 0.00% | Add +8.6% | 313,681 | $6.0M |
| Invesco Ltd. | 0.00% | Add +8.2% | 300,033 | $5.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 278,500 | $5.3M |
| Relative Value Partners Group, LLC | 0.32% | Reduce -1.5% | 269,481 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 211,039 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 204,682 | $3.9M |
| Rpo LLC | 4.70% | Reduce -25.6% | 166,051 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.0% | 127,952 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +94.1% | 103,368 | $2.0M |
| Guggenheim Capital LLC | 0.01% | Add +26.4% | 97,819 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.7% | 86,851 | $1.7M |
| Revisor Wealth Management LLC | 0.70% | Add +81.1% | 83,515 | $1.5M |
| Shaker Financial Services, LLC | 0.58% | Add +61.8% | 78,379 | $1.5M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -25.6% | 74,723 | $1.4M |
| 1776 Wealth LLC | 0.60% | Reduce -0.7% | 66,241 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.2% | 60,017 | $1.2M |
| Seamount Financial Group Inc. | 0.99% | Reduce -0.2% | 59,141 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 55,907 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.09% | Add +25.1% | 52,512 | $1.0M |
| Wolverine Asset Management LLC | 0.08% | Add +54.1% | 49,042 | $940K |
| Private Advisor Group, LLC | 0.01% | Add +2.4% | 43,746 | $839K |
| Capital Analysts, LLC | 0.04% | Add +17.2% | 42,384 | $813K |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.1% | 41,404 | $794K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.8% | 36,630 | $702K |
| Samalin Investment Counsel, LLC | 0.33% | Add +4.1% | 36,263 | $695K |
| All Season Financial Advisors, Inc. | 0.51% | Add +2.4% | 32,043 | $614K |
| Centaurus Financial, Inc. | 0.04% | Reduce -3.7% | 27,145 | $520K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 26,396 | $506K |
| Principal Securities, Inc. | 0.02% | Add +4.5% | 25,876 | $496K |
| Millennium Management | 0.00% | Reduce -29.3% | 22,362 | $429K |
| Mathes Company, Inc. | 0.16% | No change | 21,500 | $412K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 21,959 | $408K |
| Palogic Value Management, L.P. | 0.17% | No change | 20,500 | $393K |
| Cetera Investment Advisers | 0.00% | New | 19,202 | $368K |
| Royal Bank of Canada | 0.00% | Add +4.7% | 19,102 | $366K |
| Cerity Partners LLC | 0.00% | No change | 17,300 | $332K |
| Wedbush Securities Inc. | 0.01% | Reduce -19.3% | 16,350 | $313K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.2% | 15,969 | $306K |
| Robinson Capital Management, LLC | 0.11% | Reduce -38.7% | 16,025 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,000 | $288K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.6% | 13,638 | $261K |
| Flow State Investments, L.P. | 0.12% | Reduce -54.8% | 11,859 | $227K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | New | 10,950 | $210K |
| Bank of America Corp. | 0.00% | Add +79.6% | 10,693 | $205K |
| Bison Wealth, LLC | 0.03% | Add +0.0% | 10,445 | $200K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -14.1% | 10,060 | $193K |
| UBS Group AG | 0.00% | Add +6.8% | 9,673 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.6% | 9,445 | $181K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 5,378 | $103K |
| Gilliland Jeter Wealth Management LLC | 0.04% | New | 5,371 | $103K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -6.1% | 3,108 | $60K |
| Comerica Bank | 0.00% | No change | 2,500 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $42K |
| Cwm, LLC | 0.00% | Add +2.0% | 1,918 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,800 | $35K |
| MeadowBrook Investment Advisors LLC | 0.03% | Reduce -21.3% | 1,585 | $30K |
| Investors Research Corp | 0.01% | No change | 1,200 | $23K |
| MCF Advisors LLC | 0.00% | Add +2.3% | 1,091 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 865 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 809 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Allworth Financial LP | 0.00% | No change | 100 | $2K |
| FMR LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.