Flaherty & Crumrine DYN PrefDFP
13F holders, Q2 2025 (June 30)75holders +3
9new positions
6sold out
$20.53avg. 13F price*
At the end of Q2 2025, 75 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($22.2M), Cohen & Steers, Inc. ($9.5M) and Guggenheim Capital LLC ($7.1M).
- Company
- Flaherty & Crumrine DYN Pref
- CUSIP
- 33848W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 6 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 508,402 shares bought and 207,899 shares sold, net +300,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Raymond James Financial Inc. | 0.01% | Add +9.3% | 1,083,013 | $22.2M |
| Cohen & Steers, Inc. | 0.02% | Add +1.1% | 461,489 | $9.5M |
| Guggenheim Capital LLC | 0.06% | Add +10.8% | 345,568 | $7.1M |
| Invesco Ltd. | 0.00% | Add +3.1% | 310,380 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 267,453 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.9% | 219,996 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.7% | 188,111 | $3.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -11.1% | 161,099 | $3.3M |
| Morgan Stanley | 0.00% | Add +2.0% | 159,907 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 154,856 | $3.2M |
| Shaker Financial Services, LLC | 0.97% | Add +77.1% | 130,860 | $2.7M |
| Smith Asset Management Co., LLC | 1.77% | Add +2.0% | 100,089 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +66.2% | 98,723 | $2.0M |
| Whipplewood Advisors, LLC | 1.06% | Add +2791.8% | 93,985 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.8% | 89,517 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 68,780 | $1.4M |
| Revisor Wealth Management LLC | 0.50% | Reduce -0.8% | 66,129 | $1.4M |
| 1776 Wealth LLC | 0.51% | Reduce -1.6% | 60,199 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 58,032 | $1.2M |
| Sit Investment Associates Inc. | 0.02% | Add +42.6% | 54,393 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13.1% | 49,986 | $1.0M |
| Seamount Financial Group Inc. | 0.50% | Reduce -6.6% | 47,703 | $979K |
| Samalin Investment Counsel, LLC | 0.36% | Add +3.7% | 45,071 | $925K |
| Strategic Advocates LLC | 0.27% | Add +8.4% | 43,960 | $902K |
| AlphaCore Capital LLC | 0.03% | Add +13.9% | 39,483 | $811K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 36,712 | $754K |
| Principal Securities, Inc. | 0.01% | Add +5.4% | 36,350 | $746K |
| NewEdge Advisors, LLC | 0.00% | Add +3.0% | 35,820 | $735K |
| Capital Analysts, LLC | 0.02% | Reduce -4.1% | 32,213 | $661K |
| &partners | 0.00% | New | 30,279 | $622K |
| Wolverine Asset Management LLC | 0.04% | Add +464.1% | 29,097 | $597K |
| Royal Bank of Canada | 0.00% | Add +8.9% | 28,809 | $591K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.0% | 27,062 | $556K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.7% | 24,951 | $512K |
| Readystate Asset Management LP | 0.04% | Add +32.7% | 23,784 | $488K |
| Merit Financial Group, LLC | 0.01% | Add +5.7% | 23,377 | $480K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 23,233 | $477K |
| HighTower Advisors, LLC | 0.00% | Add +9.0% | 22,428 | $460K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 22,151 | $455K |
| Palogic Value Management, L.P. | 0.18% | No change | 20,500 | $421K |
| Baird Financial Group, Inc. | 0.00% | Add +40.6% | 19,489 | $400K |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 17,748 | $364K |
| Walleye Capital LLC | 0.00% | Reduce -13.1% | 17,503 | $359K |
| Centaurus Financial, Inc. | 0.02% | Reduce -17.2% | 16,483 | $338K |
| Mathes Company, Inc. | 0.12% | No change | 15,500 | $318K |
| Cerity Partners LLC | 0.00% | Reduce -13.6% | 14,300 | $294K |
| Catalina Capital Group, LLC | 0.19% | New | 13,946 | $286K |
| Virtu Financial LLC | 0.01% | New | 12,168 | $250K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 10,950 | $225K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,936 | $225K |
| Wedbush Securities Inc. | 0.01% | Reduce -22.1% | 10,600 | $218K |
| Abel Hall, LLC | 0.10% | New | 10,500 | $216K |
| Fiduciary Alliance LLC | 0.02% | No change | 10,350 | $212K |
| Level Four Advisory Services, LLC | 0.01% | New | 9,750 | $200K |
| UBS Group AG | 0.00% | Add +8.9% | 8,843 | $182K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +1.1% | 7,877 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,445 | $112K |
| AdvisorNet Financial, Inc | 0.01% | New | 4,250 | $87K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.7% | 4,064 | $83K |
| South Plains Financial, Inc. | 0.06% | No change | 4,022 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,800 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 2,545 | $52K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $45K |
| Comerica Bank | 0.00% | Reduce -12.0% | 2,200 | $45K |
| Cwm, LLC | 0.00% | No change | 2,152 | $44K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $34K |
| Allworth Financial LP | 0.00% | Add +89.7% | 1,480 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.0% | 1,266 | $26K |
| MCF Advisors LLC | 0.00% | Add +1.8% | 1,188 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 881 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $18K |
| NFSG Corp | 0.00% | New | 500 | $10K |
| FMR LLC | 0.00% | Reduce -89.3% | 400 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Elequin Capital, LP | 0.00% | New | 36 | $739 |
"% of holder's portfolio" is DFP's weight in each manager's 13F, not the share of Flaherty & Crumrine DYN Pref the manager owns.