LPL Financial LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1403438
FORT MILL, SC
Position in DFP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,002,187
+$214,417 QoQ
Shares Held
193,623
+2.6% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 85 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. DFP ranks #170 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in DFP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002,187 | 193,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,787,770 | 188,728 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,075,297 | 196,022 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,799,102 | 221,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,490,810 | 267,453 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,708,651 | 282,048 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,277,978 | 264,693 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,904,222 | 274,615 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,458,329 | 284,288 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,013,264 | 313,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,125,472 | 288,759 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,977,776 | 237,196 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,239,122 | 243,348 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,226,758 | 232,751 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,284,084 | 228,973 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,495,103 | 236,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,738,888 | 220,516 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,635,342 | 216,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,032,538 | 217,154 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,212,160 | 215,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,900,974 | 201,536 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,913,158 | 196,320 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,374,385 | 184,941 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,058,580 | 185,296 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,646,811 | 190,991 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,686,674 | 182,238 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||