PASADENA, CA
FLAHERTY & CRUMRINE DYNAMIC PREFERRED & INCOME FUND INCDFP— Latest position per institution from SEC 13F filings
15
Institutional holders
5.81M
Total shares held
95.47M
Estimated value
290.36K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.29M
Value
26.76M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
745.71K
Value
16.03M
Filed
Sep 30, 2024
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
657.21K
Value
13.59K
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
496.49K
Value
10.26K
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
309.18K
Value
6.39M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
269.48K
Value
5.09M
Filed
Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
214.30K
Value
4.05M
Filed
Sep 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
211.87K
Value
4.38M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
193.62K
Value
4M
Filed
Jun 30, 2026
RPO LLC
CIK 1885066
Shares
166.05K
Value
3.19M
Filed
Jun 30, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
163.06K
Value
3.37M
Filed
Jun 30, 2026
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
154.06K
Value
3.33M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
137.39K
Value
2.95M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
136.28K
Value
2.82M
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
132.31K
Value
2.73M
Filed
Jun 30, 2026
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
130.96K
Value
2.28M
Filed
Jun 30, 2023
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
104.75K
Value
2.16M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
100.20K
Value
2.07M
Filed
Jun 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
96.58K
Value
2.08M
Filed
Jun 30, 2022
SMITH ASSET MANAGEMENT CO., LLC
CIK 2068217
Shares
93.26K
Value
1.76M
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.29M | 26.76M | Jun 30, 2026 |
| 2 | RAYMOND JAMES & ASSOCIATES | 1084208 | 745.71K | 16.03M | Sep 30, 2024 |
| 3 | SIT INVESTMENT ASSOCIATES INC | 769317 | 657.21K | 13.59K | Jun 30, 2026 |
| 4 | COHEN & STEERS, INC. | 1284812 | 496.49K | 10.26K | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 309.18K | 6.39M | Jun 30, 2026 |
| 6 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 269.48K | 5.09M | Mar 31, 2024 |
| 7 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 214.30K | 4.05M | Sep 30, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 211.87K | 4.38M | Jun 30, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 193.62K | 4M | Jun 30, 2026 |
| 10 | RPO LLC | 1885066 | 166.05K | 3.19M | Jun 30, 2024 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 163.06K | 3.37M | Jun 30, 2026 |
| 12 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 154.06K | 3.33M | Sep 30, 2025 |
| 13 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 137.39K | 2.95M | Sep 30, 2024 |
| 14 | MORGAN STANLEY | 895421 | 136.28K | 2.82M | Jun 30, 2026 |
| 15 | FOCUS PARTNERS WEALTH | 1542153 | 132.31K | 2.73M | Jun 30, 2026 |
| 16 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 130.96K | 2.28M | Jun 30, 2023 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 104.75K | 2.16M | Jun 30, 2026 |
| 18 | FIERA CAPITAL CORP | 1505817 | 100.20K | 2.07M | Jun 30, 2026 |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 96.58K | 2.08M | Jun 30, 2022 |
| 20 | SMITH ASSET MANAGEMENT CO., LLC | 2068217 | 93.26K | 1.76M | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.