Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. termasuk Wiley Bros.-aintree Capital, Llc, Catalina Capital Group, LLC, Abel Hall, LLC, Level Four Advisory Services, Llc, dan Newbridge Financial Services Group, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
