Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. termasuk CI Private Wealth, LLC, dan Osbon Capital Management Llc .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 814 | 1.015,07 | 16 | 1.500,00 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 581.566 | 30,59 | 12 | 22,22 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 140 | 40,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 87 | 2 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 33.541 | 0,61 | 34 | -95,24 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 27.049 | 1 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 398 | 13,71 | 8 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.283 | 1,78 | 86 | -2,30 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10.776 | 5,94 | 216 | 2,37 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 28.978 | 43 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 41.192 | 4,95 | 827 | 1,35 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.010 | 11,67 | 40 | 8,11 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 8.708 | 175 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42.586 | 4,79 | 855 | 1,18 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.900 | 3,57 | 58 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 48.567 | 8,72 | 1.010 | |||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 14.045 | 0,43 | 282 | -3,10 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 25.699 | 0,04 | 516 | -3,56 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.303 | 0,27 | 247 | -3,53 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5.272 | 24,05 | 106 | 19,32 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 10.846 | 8,46 | 225 | 4,17 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.275 | 18,54 | 106 | 14,13 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 8.193 | 908,99 | 164 | 925,00 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 476.489 | 3,25 | 10 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 42.192 | 19,07 | 1 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.961 | 334,80 | 80 | 338,89 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 175.333 | 10,75 | 3.519 | 6,90 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 17.937 | 0,52 | 365 | -1,62 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 89.386 | 1,93 | 1.794 | -1,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 48 | -2,04 | ||||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 107.617 | 0,56 | 2.160 | -2,92 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 40.008 | 8,34 | 800 | 4,17 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.241.270 | 1,90 | 24.912 | -1,63 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 22.871 | 6,43 | 459 | 2,91 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 365 | 7 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 39.931 | 2,75 | 801 | -0,74 |
