Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. inkluderar Wiley Bros.-aintree Capital, Llc, Catalina Capital Group, LLC, Abel Hall, LLC, Level Four Advisory Services, Llc, och Newbridge Financial Services Group, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
