Flaherty & Crumrine DYN PrefDFP
13F holders, Q4 2024 (December 31)74holders +8
13new positions
9sold out
1famous investor
$19.94avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($19.4M), Cohen & Steers, Inc. ($9.0M) and Invesco Ltd. ($6.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.8M |
| Exits | 9 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 434,816 shares bought and 365,607 shares sold, net +69,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Raymond James Financial Inc. | 0.01% | — | 975,313 | $19.4M |
| Cohen & Steers, Inc. | 0.02% | Add +10.3% | 451,762 | $9.0M |
| Invesco Ltd. | 0.00% | Add +2.9% | 311,497 | $6.2M |
| Mangrove Partners Im, LLC | 0.70% | Reduce -37.3% | 288,184 | $5.7M |
| Guggenheim Capital LLC | 0.05% | Add +43.1% | 275,471 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 264,693 | $5.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -8.9% | 208,989 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +12.9% | 191,409 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 187,235 | $3.7M |
| Morgan Stanley | 0.00% | Add +3.9% | 182,552 | $3.6M |
| Whipplewood Advisors, LLC | 1.59% | — | 140,478 | $2.8M |
| Smith Asset Management Co., LLC | 1.85% | — | 95,016 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 88,759 | $1.8M |
| Shaker Financial Services, LLC | 0.57% | Add +69.8% | 75,240 | $1.5M |
| 1776 Wealth LLC | 0.58% | Reduce -1.7% | 62,864 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 60,108 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 54,323 | $1.1M |
| Seamount Financial Group Inc. | 0.68% | Reduce -16.3% | 49,104 | $979K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +138.4% | 45,825 | $914K |
| Osaic Holdings, Inc. | 0.00% | Add +19.3% | 44,154 | $880K |
| Pathstone Holdings, LLC | 0.00% | New | 43,204 | $862K |
| Samalin Investment Counsel, LLC | 0.35% | Add +4.5% | 40,789 | $813K |
| Sit Investment Associates Inc. | 0.02% | New | 37,875 | $755K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 36,893 | $736K |
| Capital Analysts, LLC | 0.03% | Add +9.8% | 35,493 | $708K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 34,942 | $697K |
| Principal Securities, Inc. | 0.02% | Add +5.4% | 34,478 | $687K |
| Royal Bank of Canada | 0.00% | Add +2.3% | 29,447 | $587K |
| Cary Street Partners Financial LLC | 0.02% | — | 26,396 | $526K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 26,249 | $523K |
| Revisor Wealth Management LLC | 0.45% | Reduce -48.5% | 24,339 | $485K |
| Janney Montgomery Scott LLC | 0.00% | New | 23,352 | $466K |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 21,793 | $435K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.0% | 21,116 | $421K |
| Palogic Value Management, L.P. | 0.17% | No change | 20,500 | $409K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 19,878 | $396K |
| Independent Advisor Alliance | 0.00% | New | 18,275 | $364K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.7% | 18,250 | $364K |
| Millennium Management | 0.00% | No change | 17,890 | $357K |
| Robinson Capital Management, LLC | 0.14% | New | 17,475 | $348K |
| Cerity Partners LLC | 0.00% | Reduce -10.2% | 16,529 | $330K |
| Mathes Company, Inc. | 0.12% | No change | 16,500 | $329K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.2% | 16,500 | $329K |
| Walleye Capital LLC | 0.00% | New | 14,825 | $296K |
| Rivernorth Capital Management, LLC | 0.01% | New | 13,522 | $270K |
| Bank of America Corp. | 0.00% | Add +12.7% | 12,213 | $244K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 10,950 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -6.1% | 10,711 | $214K |
| Fiduciary Alliance LLC | 0.02% | New | 10,350 | $206K |
| UBS Group AG | 0.00% | Reduce -35.5% | 8,321 | $166K |
| Stance Capital LLC | 0.10% | — | 7,988 | $159K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 7,704 | $154K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.8% | 6,669 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,445 | $109K |
| South Plains Financial, Inc. | 0.06% | — | 4,022 | $80K |
| Golden State Wealth Management, LLC | 0.01% | — | 3,931 | $78K |
| Cwm, LLC | 0.00% | Add +35.9% | 2,884 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +55.6% | 2,800 | $56K |
| Comerica Bank | 0.00% | No change | 2,500 | $50K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $44K |
| MeadowBrook Investment Advisors LLC | 0.03% | Add +45.1% | 1,770 | $35K |
| Westside Investment Management, Inc. | 0.01% | New | 1,667 | $33K |
| Investors Research Corp | 0.01% | No change | 1,200 | $24K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,148 | $23K |
| Wolverine Asset Management LLC | 0.00% | New | 861 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 851 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.0% | 803 | $16K |
| Allworth Financial LP | 0.00% | Add +680.0% | 780 | $16K |
| Bessemer Group Inc. | 0.00% | Add +0.7% | 690 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 653 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 280 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | New | 108 | $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.