Flaherty & Crumrine DYN PrefDFP
13F holders, Q4 2025 (December 31)83holders +2
10new positions
10sold out
$20.80avg. 13F price*
At the end of Q4 2025, 83 institutions reported holding Flaherty & Crumrine DYN Pref (DFP) in their 13F filings, up 2 from Q3 2025. 10 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($25.3M), Cohen & Steers, Inc. ($9.6M) and Sit Investment Associates Inc. ($9.3M).
- Company
- Flaherty & Crumrine DYN Pref
- CUSIP
- 33848W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.4M |
| Exits | 10 | $4.5M |
All 13F filers, Q3 2025 → Q4 2025: 449,795 shares bought and 484,265 shares sold, net −34,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 1,218,104 | $25.3M |
| Cohen & Steers, Inc. | 0.02% | No change | 461,489 | $9.6M |
| Sit Investment Associates Inc. | 0.18% | Add +24.3% | 445,325 | $9.3M |
| Invesco Ltd. | 0.00% | Reduce -4.9% | 308,922 | $6.4M |
| Guggenheim Capital LLC | 0.05% | Reduce -15.6% | 301,249 | $6.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 279,231 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -11.6% | 196,022 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +29.8% | 158,315 | $3.3M |
| Focus Partners Wealth | 0.00% | New | 148,586 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 129,167 | $2.7M |
| 1607 Capital Partners, LLC | 0.15% | Add +34.6% | 107,017 | $2.2M |
| Fiera Capital Corp | 0.01% | Add +88.4% | 101,601 | $2.1M |
| Smith Asset Management Co., LLC | 1.66% | Reduce -4.1% | 96,884 | $2.0M |
| Whipplewood Advisors, LLC | 1.27% | Reduce -1.3% | 94,845 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.8% | 94,061 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 87,695 | $1.8M |
| Revisor Wealth Management LLC | 0.36% | Reduce -2.4% | 62,076 | $1.3M |
| Shaker Financial Services, LLC | 0.38% | Reduce -17.9% | 57,012 | $1.2M |
| 1776 Wealth LLC | 0.41% | Reduce -1.1% | 52,132 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.7% | 48,567 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 48,329 | $1.0M |
| Seamount Financial Group Inc. | 0.44% | Add +0.0% | 47,080 | $979K |
| Closed-End Fund Advisors, Inc. | 0.55% | — | 45,013 | $936K |
| Samalin Investment Counsel, LLC | 0.32% | Reduce -6.2% | 42,833 | $891K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.7% | 40,641 | $845K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 39,248 | $816K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 38,862 | $808K |
| Royal Bank of Canada | 0.00% | Add +12.9% | 38,261 | $795K |
| AlphaCore Capital LLC | 0.02% | Reduce -6.0% | 37,149 | $772K |
| &partners | 0.00% | Add +8.5% | 36,927 | $768K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.1% | 35,435 | $737K |
| Capital Analysts, LLC | 0.02% | Add +10.5% | 34,401 | $715K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 33,337 | $693K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.1% | 30,224 | $628K |
| Capital Investment Advisors, LLC | 0.01% | New | 25,690 | $534K |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 23,280 | $484K |
| Merit Financial Group, LLC | 0.00% | Add +0.7% | 22,776 | $474K |
| Strategic Advocates LLC | 0.12% | Reduce -13.9% | 21,928 | $457K |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 21,489 | $447K |
| Palogic Value Management, L.P. | 0.18% | No change | 20,500 | $426K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 19,468 | $405K |
| Mathes Company, Inc. | 0.13% | Add +16.1% | 18,000 | $374K |
| Farther Finance Advisors, LLC | 0.00% | Add +171.5% | 17,845 | $371K |
| Centaurus Financial, Inc. | 0.01% | No change | 15,583 | $324K |
| Cerity Partners LLC | 0.00% | No change | 14,300 | $297K |
| Catalina Capital Group, LLC | 0.18% | Add +0.3% | 13,985 | $291K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.8% | 12,700 | $264K |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 12,270 | $255K |
| Level Four Advisory Services, LLC | 0.01% | No change | 11,500 | $239K |
| Asset One Wealth Management LLC | 0.03% | — | 10,716 | $230K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 10,950 | $228K |
| MGB Wealth Management, LLC | 0.06% | Add +8.5% | 10,846 | $225K |
| Readystate Asset Management LP | 0.02% | New | 10,782 | $224K |
| Abel Hall, LLC | 0.05% | No change | 10,500 | $218K |
| Fiduciary Alliance LLC | 0.01% | No change | 10,350 | $215K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 10,270 | $214K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -24.5% | 10,246 | $213K |
| HighTower Advisors, LLC | 0.00% | Reduce -52.6% | 10,172 | $211K |
| UBS Group AG | 0.00% | Reduce -13.8% | 9,895 | $206K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,589 | $158K |
| International Assets Investment Management, LLC | 0.01% | New | 6,763 | $141K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 5,307 | $110K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,500 | $94K |
| Triumph Capital Management | 0.02% | New | 4,450 | $93K |
| AdvisorNet Financial, Inc | 0.00% | No change | 4,250 | $88K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.9% | 4,208 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,345 | $70K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 2,800 | $58K |
| North Star Investment Management Corp. | 0.00% | Add +4.5% | 2,300 | $48K |
| Cwm, LLC | 0.00% | Reduce -10.5% | 1,837 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.4% | 1,800 | $37K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $35K |
| Allworth Financial LP | 0.00% | Reduce -6.8% | 1,380 | $29K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,229 | $26K |
| Camelot Portfolios, LLC | 0.01% | New | 1,000 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 911 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 855 | $18K |
| Wolverine Asset Management LLC | 0.00% | New | 812 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 750 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 350 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 236 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.4% | 73 | $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.