Flaherty & Crumrine DYN PrefDFP
13F holders, Q3 2024 (September 30)66holders −3
5new positions
8sold out
1famous investor
$21.50avg. 13F price*
At the end of Q3 2024, 66 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, down 3 from Q2 2024. 5 opened new positions and 8 sold out. The largest holders were Raymond James & Associates ($16.0M), Mangrove Partners Im, LLC ($9.9M) and Cohen & Steers, Inc. ($8.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.5M |
| Exits | 8 | $6.6M |
All 13F filers, Q2 2024 → Q3 2024: 493,451 shares bought and 521,061 shares sold, net −27,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Raymond James & Associates | 0.01% | Add +1.9% | 745,709 | $16.0M |
| Mangrove Partners Im, LLC | 0.97% | No change | 459,627 | $9.9M |
| Cohen & Steers, Inc. | 0.02% | Add +19.2% | 409,762 | $8.8M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 302,804 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 274,615 | $5.9M |
| NorthCoast Asset Management LLC | 0.03% | New | 229,387 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 200,207 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Add +49.1% | 192,463 | $4.1M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 175,754 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +29.2% | 169,532 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.1% | 137,393 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 87,227 | $1.9M |
| 1776 Wealth LLC | 0.62% | Add +0.1% | 63,930 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +94.3% | 59,341 | $1.3M |
| Seamount Financial Group Inc. | 0.95% | Reduce -0.8% | 58,657 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 56,164 | $1.2M |
| Revisor Wealth Management LLC | 0.63% | Reduce -19.1% | 47,242 | $1.0M |
| Shaker Financial Services, LLC | 0.36% | Reduce -43.9% | 44,315 | $953K |
| Samalin Investment Counsel, LLC | 0.37% | Add +4.8% | 39,051 | $840K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.1% | 38,479 | $827K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 37,018 | $796K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.7% | 36,442 | $784K |
| Principal Securities, Inc. | 0.02% | Add +11.9% | 32,703 | $703K |
| Capital Analysts, LLC | 0.03% | Reduce -26.8% | 32,337 | $695K |
| All Season Financial Advisors, Inc. | 0.55% | Add +0.2% | 30,105 | $647K |
| HighTower Advisors, LLC | 0.00% | Add +15.7% | 29,542 | $635K |
| Royal Bank of Canada | 0.00% | Add +18.5% | 28,788 | $619K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 26,396 | $568K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.0% | 22,707 | $488K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.6% | 22,201 | $477K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.7% | 21,660 | $466K |
| Palogic Value Management, L.P. | 0.18% | No change | 20,500 | $441K |
| Cetera Investment Advisers | 0.00% | Reduce -4.9% | 19,613 | $422K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 19,224 | $413K |
| Cerity Partners LLC | 0.00% | Add +6.4% | 18,401 | $396K |
| Millennium Management | 0.00% | No change | 17,890 | $385K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.7% | 17,400 | $374K |
| Mathes Company, Inc. | 0.13% | No change | 16,500 | $355K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.0% | 16,332 | $351K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -78.4% | 13,943 | $300K |
| UBS Group AG | 0.00% | Add +25.4% | 12,901 | $277K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 11,404 | $245K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 10,950 | $235K |
| Bank of America Corp. | 0.00% | Reduce -15.2% | 10,833 | $233K |
| Bison Wealth, LLC | 0.04% | Reduce -0.9% | 10,350 | $223K |
| Aviance Capital Partners, LLC | 0.03% | New | 9,425 | $203K |
| International Assets Investment Management, LLC | 0.01% | No change | 8,328 | $179K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.4% | 5,565 | $120K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,445 | $117K |
| Gilliland Jeter Wealth Management LLC | 0.04% | No change | 5,371 | $115K |
| Pathway Financial Advisers, LLC | 0.03% | Reduce -4.8% | 2,968 | $64K |
| Comerica Bank | 0.00% | No change | 2,500 | $54K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $47K |
| Cwm, LLC | 0.00% | Add +9.2% | 2,123 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,800 | $39K |
| MeadowBrook Investment Advisors LLC | 0.02% | Reduce -23.0% | 1,220 | $26K |
| Investors Research Corp | 0.01% | No change | 1,200 | $26K |
| MCF Advisors LLC | 0.00% | Add +1.6% | 1,129 | $24K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.2% | 863 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 837 | $18K |
| Bessemer Group Inc. | 0.00% | Add +7.9% | 685 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 280 | $6K |
| 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 | $22 |
"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.