FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,213 | +396.6% | 53,680 | +415.9% | 0.01% | +400.0% |
| Q2 2023 | $181,272 | -84.3% | 10,406 | -83.6% | 0.00% | -85.7% |
| Q1 2023 | $1,152,088 | -13.1% | 63,441 | -10.4% | 0.01% | 0.0% |
| Q4 2022 | $1,325,416 | +9.9% | 70,840 | +11.5% | 0.01% | +7.7% |
| Q3 2022 | $1,206,000 | -7.1% | 63,524 | +35.9% | 0.01% | +8.3% |
| Q4 2021 | $1,298,000 | +50.4% | 46,736 | +55.9% | 0.01% | +71.4% |
| Q3 2021 | $863,000 | +256.6% | 29,973 | +261.8% | 0.01% | +250.0% |
| Q2 2021 | $242,000 | -83.1% | 8,284 | -88.2% | 0.00% | -88.2% |
| Q4 2018 | $1,430,000 | +2703.9% | 70,237 | +3071.0% | 0.02% | +1600.0% |
| Q3 2018 | $51,000 | -96.8% | 2,215 | -96.7% | 0.00% | -95.2% |
| Q2 2018 | $1,597,000 | +56.7% | 68,076 | +61.4% | 0.02% | +61.5% |
| Q1 2018 | $1,019,000 | +208.8% | 42,190 | +184.6% | 0.01% | +85.7% |
| Q2 2015 | $330,000 | -50.5% | 14,824 | -51.7% | 0.01% | -50.0% |
| Q1 2014 | $666,000 | -17.9% | 30,677 | -22.4% | 0.01% | -12.5% |
| Q4 2013 | $811,000 | – | 39,541 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 1776 Wealth LLC | 105,395 | $2,001,000 | 1.52% |
| Mathes Company, Inc. | 42,350 | $804,000 | 0.45% |
| All Season Financial Advisors, Inc. | 16,783 | $319,000 | 0.35% |
| Oxbow Advisors, LLC | 38,892 | $739,000 | 0.12% |
| Bison Wealth, LLC | 12,182 | $231,000 | 0.09% |
| ROPES WEALTH ADVISORS LLC | 18,294 | $347,000 | 0.07% |
| CENTAURUS FINANCIAL, INC. | 33,782 | $642,000 | 0.06% |
| Aviance Capital Partners, LLC | 11,250 | $214,000 | 0.05% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 33,391 | $634,000 | 0.05% |
| ADELL HARRIMAN & CARPENTER INC | 15,784 | $299,738,000 | 0.04% |