Flaherty & Crumrine DYN PrefDFP
13F holders, Q1 2025 (March 31)72holders −2
6new positions
9sold out
$20.83avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($20.1M), Cohen & Steers, Inc. ($9.2M) and Guggenheim Capital LLC ($6.3M).
- Company
- Flaherty & Crumrine DYN Pref
- CUSIP
- 33848W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.3M |
| Exits | 9 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 509,513 shares bought and 539,514 shares sold, net −30,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 990,747 | $20.1M |
| Cohen & Steers, Inc. | 0.02% | Add +1.1% | 456,489 | $9.2M |
| Guggenheim Capital LLC | 0.06% | Add +13.2% | 311,916 | $6.3M |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 301,020 | $6.1M |
| LPL Financial LLC | 0.00% | Add +6.6% | 282,048 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +19.4% | 228,507 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Add +424.4% | 226,551 | $4.6M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -13.3% | 181,118 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 177,382 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 156,793 | $3.2M |
| Whipplewood Advisors, LLC | 1.69% | Reduce -97.7% | 3,250 | $2.9M |
| Smith Asset Management Co., LLC | 1.87% | Add +3.2% | 98,096 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 86,245 | $1.7M |
| Shaker Financial Services, LLC | 0.58% | Reduce -1.8% | 73,872 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 67,694 | $1.4M |
| Revisor Wealth Management LLC | 0.60% | Add +174.0% | 66,686 | $1.3M |
| 1776 Wealth LLC | 0.57% | Reduce -2.7% | 61,147 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +29.6% | 59,389 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 58,060 | $1.2M |
| Seamount Financial Group Inc. | 0.70% | Add +4.0% | 51,063 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 44,181 | $894K |
| Mangrove Partners Im, LLC | 0.10% | Reduce -84.7% | 44,089 | $892K |
| Samalin Investment Counsel, LLC | 0.36% | Add +6.6% | 43,479 | $880K |
| Strategic Advocates LLC | 0.29% | New | 40,566 | $821K |
| Sit Investment Associates Inc. | 0.02% | Add +0.7% | 38,141 | $772K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 37,238 | $754K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 34,772 | $704K |
| AlphaCore Capital LLC | 0.06% | New | 34,651 | $701K |
| Principal Securities, Inc. | 0.02% | No change | 34,478 | $687K |
| Capital Analysts, LLC | 0.03% | Reduce -5.4% | 33,588 | $680K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +45.3% | 26,518 | $537K |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 26,460 | $536K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.8% | 25,651 | $519K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 23,956 | $485K |
| Merit Financial Group, LLC | 0.01% | Add +1.5% | 22,118 | $448K |
| Cetera Investment Advisers | 0.00% | Add +4.4% | 20,753 | $420K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.6% | 20,581 | $417K |
| Palogic Value Management, L.P. | 0.19% | No change | 20,500 | $415K |
| Walleye Capital LLC | 0.01% | Add +35.8% | 20,136 | $408K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.8% | 19,902 | $403K |
| Bank of America Corp. | 0.00% | Add +51.9% | 18,555 | $376K |
| Readystate Asset Management LP | 0.03% | New | 17,926 | $363K |
| Robinson Capital Management, LLC | 0.14% | No change | 17,475 | $354K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 16,549 | $335K |
| Mathes Company, Inc. | 0.13% | Reduce -6.1% | 15,500 | $314K |
| Baird Financial Group, Inc. | 0.00% | New | 13,859 | $281K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.6% | 13,600 | $275K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 10,950 | $222K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,711 | $217K |
| Fiduciary Alliance LLC | 0.02% | No change | 10,350 | $209K |
| UBS Group AG | 0.00% | Reduce -2.4% | 8,122 | $164K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +1.1% | 7,788 | $158K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.5% | 5,766 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,445 | $110K |
| Wolverine Asset Management LLC | 0.01% | Add +499.1% | 5,158 | $104K |
| South Plains Financial, Inc. | 0.06% | No change | 4,022 | $81K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.6% | 3,996 | $81K |
| FMR LLC | 0.00% | New | 3,738 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,800 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,541 | $51K |
| Comerica Bank | 0.00% | No change | 2,500 | $51K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $45K |
| Cwm, LLC | 0.00% | Reduce -25.4% | 2,152 | $44K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,770 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $34K |
| Investors Research Corp | 0.01% | No change | 1,200 | $24K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,167 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 866 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $17K |
| Allworth Financial LP | 0.00% | No change | 780 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | — | 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.