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Flaherty & Crumrine Dyn P shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Flaherty & Crumrine Dyn P

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All positions including Flaherty & Crumrine Dyn P held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 11k 20.67
2023-09-30 $486k 29k 16.77

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Top funds holding Flaherty & Crumrine Dyn P

Raymond James Financial
Sit Investment Associates
Cohen & Steers Capital Management
Invesco
Hennion & Walsh Asset Management
Wells Fargo & Company
LPL Financial
Guggenheim Capital, LLC Managers
Colony
Morgan Stanley
Ameriprise Financial
Fiera Capital Corporation
Smith Asset Management
Whipplewood Advisors
Cambridge Investment Research Advisors

View all funds holding Flaherty & Crumrine Dyn P