Flaherty & Crumrine DYN PrefDFP
13F holders, Q2 2024 (June 30)69holders +3
5new positions
3sold out
1famous investor
$19.20avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were Raymond James & Associates ($14.1M), Mangrove Partners Im, LLC ($8.8M) and Cohen & Steers, Inc. ($6.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $934K |
| Exits | 3 | $5.1M |
All 13F filers, Q1 2024 → Q2 2024: 293,116 shares bought and 398,516 shares sold, net −105,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Raymond James & Associates | 0.01% | Add +7.3% | 732,041 | $14.1M |
| Mangrove Partners Im, LLC | 0.81% | No change | 459,627 | $8.8M |
| Cohen & Steers, Inc. | 0.01% | Add +23.4% | 343,762 | $6.6M |
| Invesco Ltd. | 0.00% | Add +3.9% | 311,856 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 284,288 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 220,017 | $4.2M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 186,827 | $3.6M |
| Rpo LLC | 5.00% | No change | 166,051 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.2% | 135,917 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +27.0% | 131,260 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +32.0% | 129,081 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 86,778 | $1.7M |
| Shaker Financial Services, LLC | 0.61% | Add +0.8% | 79,008 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | No change | 74,723 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +22.9% | 64,514 | $1.2M |
| 1776 Wealth LLC | 0.55% | Reduce -3.6% | 63,885 | $1.2M |
| Seamount Financial Group Inc. | 0.93% | No change | 59,141 | $1.1M |
| Revisor Wealth Management LLC | 0.78% | Reduce -30.1% | 58,389 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 55,457 | $1.1M |
| Wolverine Asset Management LLC | 0.09% | Reduce -4.2% | 47,006 | $903K |
| Private Advisor Group, LLC | 0.01% | Add +5.0% | 45,937 | $882K |
| Capital Analysts, LLC | 0.04% | Add +4.2% | 44,145 | $848K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.1% | 40,534 | $778K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.4% | 38,200 | $733K |
| Samalin Investment Counsel, LLC | 0.33% | Add +2.8% | 37,274 | $716K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.6% | 30,534 | $586K |
| All Season Financial Advisors, Inc. | 0.52% | Reduce -6.2% | 30,055 | $577K |
| Principal Securities, Inc. | 0.02% | Add +12.9% | 29,218 | $561K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 26,396 | $507K |
| HighTower Advisors, LLC | 0.00% | New | 25,543 | $490K |
| Royal Bank of Canada | 0.00% | Add +27.2% | 24,301 | $467K |
| Centaurus Financial, Inc. | 0.03% | Reduce -15.5% | 22,933 | $440K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 22,034 | $423K |
| Cetera Investment Advisers | 0.00% | Add +7.4% | 20,621 | $396K |
| Palogic Value Management, L.P. | 0.17% | No change | 20,500 | $394K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.3% | 18,571 | $357K |
| Wedbush Securities Inc. | 0.01% | Add +12.8% | 18,450 | $354K |
| Millennium Management | 0.00% | Reduce -20.0% | 17,890 | $343K |
| Cerity Partners LLC | 0.00% | No change | 17,300 | $332K |
| Mathes Company, Inc. | 0.12% | Reduce -23.3% | 16,500 | $317K |
| Robinson Capital Management, LLC | 0.11% | No change | 16,025 | $308K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +53.2% | 15,411 | $296K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,000 | $288K |
| Bank of America Corp. | 0.00% | Add +19.5% | 12,777 | $245K |
| Nomura Holdings Inc. | 0.00% | New | 12,188 | $234K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -16.4% | 11,404 | $219K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 10,950 | $210K |
| Flow State Investments, L.P. | 0.11% | Reduce -8.9% | 10,803 | $207K |
| Bison Wealth, LLC | 0.03% | No change | 10,445 | $200K |
| UBS Group AG | 0.00% | Add +6.3% | 10,284 | $197K |
| International Assets Investment Management, LLC | 0.02% | New | 8,328 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.3% | 6,575 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -42.4% | 5,445 | $105K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 5,371 | $103K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.3% | 3,116 | $60K |
| Comerica Bank | 0.00% | No change | 2,500 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $42K |
| Camelot Portfolios, LLC | 0.02% | New | 2,000 | $38K |
| Cwm, LLC | 0.00% | Add +1.4% | 1,944 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,800 | $35K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,585 | $30K |
| Investors Research Corp | 0.01% | No change | 1,200 | $23K |
| MCF Advisors LLC | 0.00% | Add +1.8% | 1,111 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 865 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 823 | $16K |
| Bessemer Group Inc. | 0.00% | New | 635 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Allworth Financial LP | 0.00% | No change | 100 | $2K |
"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.