FLAHERTY & CRUMRINE DYNAMIC (DFP) Institutional Ownership Changes & 13F Activity

FLAHERTY & CRUMRINE DYNAMIC (DFP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Guggenheim Capital Llc, Sit Investment Associates Inc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Palogic Value Management, L.P.Sell-1,000-4.9%19,500$403.06KQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-45,176-42.0%62,441$1.29MQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+10,84610,846$224.19KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+2,000+12.9%17,483$361.00KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+309,183309,183$6.39MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+104,750104,750$2.16MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+53,183+4.3%1,294,453$26.76MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+33,116+69.6%80,665$1.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-25,213-10.6%211,865$4.38MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+20,000+4.2%496,489$10.26MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+11,13211,132$230.10KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+6,2626,262$129.41KQ2 2026Aug 14, 2026
&PartnersBuy+3,466+8.7%43,474$898.61KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+503+1.6%31,743$656.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+160+1.3%12,463$257.61KQ2 2026Aug 14, 2026
Stance Capital LlcBuy+63+0.7%8,771$181.29KQ2 2026Aug 14, 2026
Morgan StanleyBuy+17,684+14.9%136,282$2.82MQ2 2026Aug 13, 2026
Huntington National BankBuy+1,510+62.9%3,910$80.82KQ2 2026Aug 13, 2026
Ubs Group AgSell-484-6.6%6,885$142.31KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+15+1.8%829$17.16KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-79,734-32.8%163,065$3.37MQ2 2026Aug 12, 2026
Sit Investment Associates IncBuy+75,646+13.0%657,212$13.59MQ2 2026Aug 12, 2026
Focus Partners WealthSell-10,584-7.4%132,309$2.73MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-2,175-6.5%31,366$648.34KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-778-3.4%21,824$451.08KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-498-2.2%22,373$462.46KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Sell-268-1.4%19,057$393.91KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+15+0.4%3,976$82.18KQ2 2026Aug 12, 2026
Ritholtz Wealth ManagementBuy+12,27412,274$253.70KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcBuy+4,338+52.9%12,531$259.02KQ2 2026Aug 10, 2026
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Frequently asked questions about DFP activity

  • Which institutional owners are buying DFP?

    Institutional owners buying DFP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFP activity?

    "Buy" means an investor increased their reported position in DFP compared to the prior reporting period. This reflects growing exposure to FLAHERTY & CRUMRINE DYNAMIC (DFP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFP increasing?

    Institutional interest in DFP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.