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Disclosery

DFP FLAHERTY & CRUMRINE DYNAMIC

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SHS (fund), issuer CIK 1559991

73 managers (73 13F filers) reported a position in DFP shares at 2025-03-31, 4,760,175 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
73
13F filers
73
New
6
Added
28
Reduced
20
Sold out
9
Shares held by filers
4,760,175

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC990,747$20.1M0.01%+15,43413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.456,489$9.24M0.02%+4,72713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC311,916$6.31M0.06%+36,44513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.301,020$6.09M<0.01%-10,47713F-HRTimelineGroup
LPL Financial LLC282,048$5.71M<0.01%+17,35513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN228,507$4.63M<0.01%+37,09813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC226,551$4.62M0.02%+183,34713F-HRTimelineGroup
NorthCoast Asset Management LLC181,118$3.67M0.02%-27,87113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC177,382$3.59M<0.01%-9,85313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY156,793$3.17M<0.01%-25,75913F-HRTimelineGroup
Whipplewood Advisors, LLC3,250$2.85M2.04%-137,22813F-HRTimeline
Smith Asset Management Co., LLC98,096$1.99M1.87%+3,08013F-HRTimeline
Cambridge Investment Research Advisors,…86,245$1.75M0.01%-2,51413F-HRTimeline
Shaker Financial Services, LLC73,872$1.5M0.58%-1,36813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,694$1.37M<0.01%+7,58613F-HRTimelineGroup
Revisor Wealth Management LLC66,686$1.35M0.6%+42,34713F-HRTimeline
1776 Wealth LLC61,147$1.24M0.57%-1,71713F-HRTimeline
Hennion & Walsh Asset Management, Inc.59,389$1.2M0.05%+13,56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,060$1.18M<0.01%+3,73713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC51,063$1.03M0.7%+1,95913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,181$894K<0.01%+2713F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC44,089$892K0.1%-244,09513F-HRTimeline
Samalin Investment Counsel, LLC43,479$880K0.36%+2,69013F-HRTimeline
Strategic Advocates LLC40,566$821K0.29%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC38,141$772K0.02%+26613F-HRTimelineGroup
Private Advisor Group, LLC37,238$754K<0.01%+34513F-HRTimeline
NewEdge Advisors, LLC34,772$704K<0.01%-17013F-HRTimeline
AlphaCore Capital LLC34,651$701K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,478$687K0.02%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC33,588$680K0.03%-1,90513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,518$537K0.01%+8,26813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,460$536K<0.01%-2,98713F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,651$519K0.02%-74513F-HRTimelineGroup
Janney Montgomery Scott LLC23,956$485K<0.01%+60413F-HRTimeline
Merit Financial Group, LLC22,118$448K0.01%+32513F-HRTimeline
Cetera Investment Advisers20,753$420K<0.01%+87513F-HRTimeline
HighTower Advisors, LLC20,581$417K<0.01%-5,66813F-HRTimeline
Palogic Value Management, L.P.20,500$415K0.18%013F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC20,136$408K<0.01%+5,31113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.19,902$403K0.02%-1,21413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,555$376K<0.01%+6,34213F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP17,926$363K0.02%new13F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC17,475$354K0.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,549$335K<0.01%+2013F-HRTimelineGroup
Mathes Company, Inc.15,500$314K0.13%-1,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,859$281K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC13,600$275K0.01%-2,90013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,950$222K0.08%013F-HRTimeline
Atria Wealth Solutions, Inc.10,711$217K<0.01%013F-HRTimeline
Fiduciary Alliance LLC10,350$209K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG8,122$164K<0.01%-19913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…7,788$158K0.03%+8413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,766$117K<0.01%-90313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,445$110K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,158$104K<0.01%+4,29713F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.4,022$81.4K0.06%013F-HRTimeline
Golden State Wealth Management, LLC3,996$80.9K0.01%+6513F-HR/ATimeline
FMR LLCin group FMR LLC3,738$75.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,800$56.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,541$51.4K<0.01%new13F-HRTimeline
COMERICA BANK2,500$50.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,200$44.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,152$44K<0.01%-73213F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,770$35.8K0.03%013F-HRTimeline
Westside Investment Management, Inc.1,667$33.7K0.01%013F-HRTimeline
Investors Research Corp1,200$24.3K0.01%013F-HRTimeline
MCF Advisors LLC1,167$23.6K<0.01%+1913F-HRTimeline
HARBOUR INVESTMENTS, INC.866$17.5K<0.01%+1513F-HRTimeline
Geneos Wealth Management Inc.855$17.3K<0.01%013F-HRTimeline
Allworth Financial LP780$15.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC236$4.78K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC100$2.02K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.