Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. comprennent Wiley Bros.-aintree Capital, Llc, Catalina Capital Group, LLC, Abel Hall, LLC, Level Four Advisory Services, Llc, et Newbridge Financial Services Group, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 98 723 | 66,23 | 2 027 | 68,55 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 114 827 | 4,55 | 2 357 | 6,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 159 907 | 1,99 | 3 283 | 3,44 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 986 | 13,14 | 1 026 | 14,77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 936 | 225 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89 517 | 3,79 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 188 | 1,80 | 24 | 4,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35 820 | 3,01 | 735 | 4,55 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 39 483 | 13,94 | 811 | 15,55 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 750 | 200 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22 151 | 6,74 | 455 | 8,10 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 13 946 | 286 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 062 | 2,05 | 556 | 3,54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 279 | 622 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 54 393 | 42,61 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 68 780 | 1,60 | 1 412 | 3,07 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 250 | 87 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 45 071 | 3,66 | 925 | 5,11 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 98 096 | 3,24 | 1 985 | 4,80 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 877 | 1,14 | 162 | 2,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 49 | 2,08 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 130 860 | 77,14 | 2 687 | 79,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 083 013 | 9,31 | 22 234 | 10,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 545 | 0,16 | 52 | 1,96 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 310 380 | 3,11 | 6 372 | 4,60 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 19 489 | 40,62 | 400 | 42,86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 500 | 10 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 28 809 | 8,88 | 591 | 10,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 350 | 5,43 | 746 | 8,59 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 43 960 | 8,37 | 902 | 9,87 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 93 985 | 2 791,85 | 1 930 | -32,36 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 345 568 | 10,79 | 7 095 | 12,37 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 23 784 | 32,68 | 488 | 34,81 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10 500 | 216 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 36 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 881 | 1,73 | 18 | 5,88 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 461 489 | 1,10 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12 168 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 8 843 | 8,88 | 182 | 10,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22 428 | 8,97 | 460 | 10,58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 480 | 89,74 | 30 | 100,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 377 | 5,69 | 480 | 7,16 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 29 097 | 464,11 | 597 | 474,04 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 064 | 1,70 | 83 | 3,75 |
