Stock
Flaherty & Crumrine Dynamic
Ticker not mapped · held by 80 managers
Reported value
$81.7M
Holders
80
+4 new · −8 exited
Holders’ est. mark
−$3.52M
Price effect on 76 books still in the name
Largest holder
$24.9M
RAYMOND JAMES FINANCIAL INC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.24M | $24.9M | −$877K | Cut−$412.1K |
| Invesco Ltd. | 301.7K | $6.06M | −$217.2K | Cut−$367.3K |
| GUGGENHEIM CAPITAL LLC | 242.8K | $4.87M | −$174.8K | Cut−$1.39M |
| WELLS FARGO & COMPANY/MN | 237.1K | $4.76M | −$170.7K | Cut−$1.05M |
| LPL Financial LLC | 188.7K | $3.79M | −$135.9K | Cut−$287.5K |
| Hennion & Walsh Asset Management, Inc. | 175.3K | $3.52M | −$114K | Added$227.6K |
| Focus Partners Wealth | 142.9K | $2.87M | −$107K | Cut−$225.5K |
| MORGAN STANLEY | 118.6K | $2.38M | −$85.4K | Cut−$305.1K |
| 1607 Capital Partners, LLC | 107.6K | $2.16M | −$77.1K | Cut−$65K |
| Fiera Capital Corp | 97K | $1.95M | −$69.9K | Cut−$164.8K |
| Smith Asset Management Co., LLC | 95.1K | $1.91M | −$68.5K | Cut−$106.2K |
| Whipplewood Advisors, LLC | 94.8K | $1.9M | −$68.2K | Cut−$69.6K |
| AMERIPRISE FINANCIAL INC | 89.4K | $1.79M | −$63.2K | Cut−$29.2K |
| Revisor Wealth Management LLC | 61K | $1.22M | −$81.8K | Cut−$104.4K |
| 1776 Wealth LLC | 52K | $1.04M | −$37.5K | Cut−$39.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 51K | $1.02M | −$35K | Added$14.8K |
| OSAIC HOLDINGS, INC. | 47.5K | $954.3K | −$34.2K | Cut−$50.5K |
| SEAMOUNT FINANCIAL GROUP INC | 45K | $903K | −$32.4K | Cut−$75.8K |
| Closed-End Fund Advisors, Inc. | 44K | $883.1K | −$31.7K | Cut−$52.7K |
| ENVESTNET ASSET MANAGEMENT INC | 42.6K | $854.7K | −$29.3K | Added$9.77K |
| PRINCIPAL SECURITIES, INC. | 41.2K | $826.7K | −$28.3K | Added$10.8K |
| Private Advisor Group, LLC | 39.9K | $801.4K | −$28K | Cut−$6.52K |
| &PARTNERS | 40K | $799.8K | −$29.5K | Added$32.1K |
| Samalin Investment Counsel, LLC | 37.5K | $752K | −$27K | Cut−$138.5K |
| AlphaCore Capital LLC | 36.1K | $725.4K | −$26K | Cut−$47K |
| ROYAL BANK OF CANADA | 31.2K | $627K | −$22.1K | Cut−$168K |
| Concurrent Investment Advisors, LLC | 30.3K | $607.5K | −$21.8K | Cut−$20.9K |
| Capital Investment Advisors, LLC | 25.7K | $515.8K | −$18.5K | Cut−$18.3K |
| Cetera Investment Advisers | 22.9K | $459K | −$15.5K | Added$12.3K |
| STIFEL FINANCIAL CORP | 22.6K | $453.6K | −$16.2K | Cut−$30.3K |
| Merit Financial Group, LLC | 22.1K | $443.3K | −$15.9K | Cut−$30.2K |
| Palogic Value Management, L.P. | 20.5K | $411.4K | −$14.8K | Cut−$14.8K |
| Baird Financial Group, Inc. | 19.3K | $387.9K | −$13.9K | Cut−$16.9K |
| Farther Finance Advisors, LLC | 17.9K | $364.8K | −$8.02K | Cut−$6.15K |
| Cerity Partners LLC | 14.3K | $287K | −$10.3K | Cut−$10.3K |
| Catalina Capital Group, LLC | 14K | $281.9K | −$10.1K | Cut−$8.87K |
| BANK OF AMERICA CORP /DE/ | 12.3K | $246.9K | −$8.82K | Cut−$8.16K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.5K | $230.8K | −$8.28K | Cut−$8.28K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10.9K | $219.8K | −$7.88K | Cut−$7.88K |
| HighTower Advisors, LLC | 10.8K | $216.3K | −$7.32K | Added$4.8K |
| Fiduciary Alliance LLC | 10.3K | $216.2K | $1.04K | Added$1.03K |
| Abel Hall, LLC | 10.5K | $210.7K | −$7.56K | Cut−$7.56K |
| CARY STREET PARTNERS FINANCIAL LLC | 10.2K | $205.6K | −$7.38K | Cut−$7.38K |
| STANCE CAPITAL LLC | 8.71K | $174.8K | — | New |
| WOLVERINE ASSET MANAGEMENT LLC | 8.19K | $164.4K | −$584 | Added$147.6K |
| UBS Group AG | 7.37K | $147.9K | −$5.31K | Cut−$57.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.76K | $137.6K | −$3.04K | Cut−$3.04K |
| Triumph Capital Management | 5.28K | $105.9K | −$3.2K | Added$13.4K |
| AdvisorNet Financial, Inc | 5.27K | $105.8K | −$3.06K | Added$17.5K |
| Atlantic Union Bankshares Corp | 4.5K | $90.3K | −$3.24K | Cut−$3.24K |
| Golden State Wealth Management, LLC | 4.28K | $86K | −$3.03K | Cut−$1.52K |
| HARBOUR INVESTMENTS, INC. | 3.96K | $79.5K | −$659 | Added$60.6K |
| PNC Financial Services Group, Inc. | 3.35K | $67.1K | −$2.41K | Cut−$2.41K |
| Steward Partners Investment Advisory, LLC | 2.9K | $58.2K | −$2.02K | Cut−$9 |
| HUNTINGTON NATIONAL BANK | 2.4K | $48.2K | −$1.73K | Cut−$1.73K |
| North Star Investment Management Corp. | 2.3K | $46.2K | −$1.66K | Cut−$1.66K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.01K | $40.3K | −$1.3K | Added$2.92K |
| CWM, LLC | 1.84K | $36.9K | $36.8K | Added$36.8K |
| NewEdge Advisors, LLC | 33.5K | $33.5K | −$659.7K | Cut−$659.5K |
| Westside Investment Management, Inc. | 1.67K | $33.5K | −$1.2K | Cut−$1.2K |
| Allworth Financial LP | 1.38K | $27.7K | −$994 | Cut−$994 |
| MCF Advisors LLC | 1.23K | $24.7K | −$885 | Cut−$885 |
| Geneos Wealth Management Inc. | 855 | $17.2K | −$615 | Cut−$615 |
| Rockefeller Capital Management L.P. | 814 | $16.4K | −$63 | Added$14.8K |
| Keating Financial Advisory Services, Inc. | 750 | $15.1K | −$540 | Cut−$540 |
| SIT INVESTMENT ASSOCIATES INC | 581.6K | $11.7K | −$320 | Added$2.41K |
| COHEN & STEERS, INC. | 476.5K | $9.56K | −$332 | Cut−$31 |
| CoreCap Advisors, LLC | 398 | $7.99K | −$252 | Added$711 |
| Advisory Services Network, LLC | 365 | $7.33K | — | New |
| Sound Income Strategies, LLC | 236 | $4.8K | −$194 | Cut−$194 |
| HIGHLINE WEALTH PARTNERS LLC | 140 | $2.81K | −$72 | Added$731 |
| Cambridge Investment Research Advisors, Inc. | 90.7K | $1.82K | −$65 | Cut−$135 |
| Osbon Capital Management LLC | 87 | $1.75K | — | New |
| Strategic Advocates LLC | 81 | $1.63K | −$63 | Cut−$455.6K |
| Janney Montgomery Scott LLC | 42.2K | $847 | −$26 | Added$110 |
| Capital Analysts, LLC | 34.2K | $686 | −$25 | Cut−$29 |
| HRT FINANCIAL LP | 27K | $542 | — | New |
| Mathes Company, Inc. | 18K | $361 | −$13 | Cut−$13 |
| CENTAURUS FINANCIAL, INC. | 15.5K | $311 | −$11 | Cut−$13 |
| WEDBUSH SECURITIES INC | 12.7K | $255 | −$9 | Cut−$9 |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.