Flaherty & Crumrine DYN PrefDFP
13F holders, Q3 2025 (September 30)81holders +6
12new positions
6sold out
$21.64avg. 13F price*
At the end of Q3 2025, 81 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 6 from Q2 2025. 12 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($27.7M), Cohen & Steers, Inc. ($10.0M) and Sit Investment Associates Inc. ($7.8M).
- Company
- Flaherty & Crumrine DYN Pref
- CUSIP
- 33848W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.6M |
| Exits | 6 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 927,944 shares bought and 556,121 shares sold, net +371,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Raymond James Financial Inc. | 0.01% | Add +18.3% | 1,281,510 | $27.7M |
| Cohen & Steers, Inc. | 0.02% | No change | 461,489 | $10.0M |
| Sit Investment Associates Inc. | 0.16% | Add +558.8% | 358,344 | $7.8M |
| Guggenheim Capital LLC | 0.06% | Add +3.3% | 356,889 | $7.7M |
| Invesco Ltd. | 0.00% | Add +4.7% | 324,801 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +62.4% | 305,509 | $6.6M |
| LPL Financial LLC | 0.00% | Reduce -17.1% | 221,770 | $4.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.4% | 154,058 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -18.2% | 130,735 | $2.8M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +23.6% | 122,011 | $2.6M |
| Smith Asset Management Co., LLC | 1.86% | Add +0.9% | 101,043 | $2.2M |
| Whipplewood Advisors, LLC | 1.37% | Add +2.2% | 96,089 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.5% | 93,619 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.3% | 89,792 | $1.9M |
| 1607 Capital Partners, LLC | 0.13% | New | 79,500 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 72,231 | $1.6M |
| Shaker Financial Services, LLC | 0.52% | Reduce -46.9% | 69,440 | $1.5M |
| Revisor Wealth Management LLC | 0.48% | Reduce -3.8% | 63,618 | $1.4M |
| Fiera Capital Corp | 0.00% | New | 53,931 | $1.2M |
| 1776 Wealth LLC | 0.44% | Reduce -12.4% | 52,741 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 50,150 | $1.1M |
| Seamount Financial Group Inc. | 0.48% | Reduce -1.3% | 47,073 | $1.0M |
| Samalin Investment Counsel, LLC | 0.34% | Add +1.3% | 45,675 | $988K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.0% | 44,671 | $967K |
| AlphaCore Capital LLC | 0.03% | Add +0.1% | 39,504 | $855K |
| Private Advisor Group, LLC | 0.00% | Add +4.5% | 38,375 | $830K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 37,777 | $817K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 34,713 | $751K |
| &partners | 0.00% | Add +12.4% | 34,029 | $736K |
| Royal Bank of Canada | 0.00% | Add +17.6% | 33,892 | $733K |
| Janney Montgomery Scott LLC | 0.00% | Add +43.7% | 33,396 | $723K |
| Capital Analysts, LLC | 0.02% | Reduce -3.4% | 31,121 | $673K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.8% | 30,247 | $655K |
| Strategic Advocates LLC | 0.14% | Reduce -42.0% | 25,478 | $551K |
| Wela Strategies, Inc. | 0.20% | New | 23,917 | $518K |
| Cetera Investment Advisers | 0.00% | Add +4.2% | 23,083 | $500K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.2% | 22,628 | $490K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.3% | 21,454 | $464K |
| Stifel Financial Corp. | 0.00% | New | 21,231 | $459K |
| Palogic Value Management, L.P. | 0.19% | No change | 20,500 | $444K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 19,622 | $425K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.5% | 15,583 | $337K |
| Mathes Company, Inc. | 0.12% | No change | 15,500 | $335K |
| Cerity Partners LLC | 0.00% | No change | 14,300 | $309K |
| Catalina Capital Group, LLC | 0.19% | No change | 13,946 | $302K |
| Pathstone Holdings, LLC | 0.00% | Reduce -93.8% | 13,595 | $294K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -45.6% | 13,570 | $294K |
| Wedbush Securities Inc. | 0.01% | Add +20.8% | 12,800 | $277K |
| Bank of America Corp. | 0.00% | Reduce -29.4% | 12,529 | $271K |
| Walleye Capital LLC | 0.00% | Reduce -28.9% | 12,437 | $269K |
| HRT Financial LP | 0.00% | New | 11,926 | $258K |
| Level Four Advisory Services, LLC | 0.01% | Add +17.9% | 11,500 | $249K |
| UBS Group AG | 0.00% | Add +29.8% | 11,480 | $248K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 10,950 | $237K |
| Abel Hall, LLC | 0.09% | No change | 10,500 | $227K |
| Fiduciary Alliance LLC | 0.01% | No change | 10,350 | $224K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -6.2% | 10,260 | $222K |
| MGB Wealth Management, LLC | 0.06% | New | 10,000 | $216K |
| Stance Capital LLC | 0.07% | New | 8,406 | $182K |
| Farther Finance Advisors, LLC | 0.00% | Add +158.3% | 6,573 | $142K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,500 | $97K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,250 | $92K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.6% | 4,131 | $89K |
| South Plains Financial, Inc. | 0.05% | No change | 4,022 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -38.6% | 3,345 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,809 | $61K |
| North Star Investment Management Corp. | 0.00% | No change | 2,200 | $48K |
| Comerica Bank | 0.00% | No change | 2,200 | $48K |
| Cwm, LLC | 0.00% | Reduce -4.6% | 2,053 | $44K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $36K |
| Allworth Financial LP | 0.00% | No change | 1,480 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.6% | 1,349 | $29K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,208 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 896 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $19K |
| NFSG Corp | 0.00% | No change | 500 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 365 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 350 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 150 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | New | 74 | $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.