FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,558 | -2.6% | 1,047 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $18,023 | -2.2% | 1,035 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $18,435 | -1.2% | 1,015 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $18,661 | +3.7% | 997 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -10.0% | 965 | +2.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 946 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -7.7% | 928 | +3.6% | 0.00% | -33.3% |
| Q3 2021 | $26,000 | 0.0% | 896 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | 0.0% | 881 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 867 | +1.8% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +8.7% | 852 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | – | 837 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 1776 Wealth LLC | 131,318 | $3,648,000 | 1.96% |
| Mathes Company, Inc. | 42,350 | $1,176,000 | 0.40% |
| Oxbow Advisors, LLC | 146,824 | $4,079,000 | 0.39% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 33,391 | $928,000 | 0.26% |
| Clarus Group, Inc. | 12,993 | $358,000 | 0.24% |
| Bison Wealth, LLC | 13,347 | $371,000 | 0.22% |
| Indie Asset Partners, LLC | 9,714 | $270,000 | 0.20% |
| Berkeley Capital Partners, LLC | 10,000 | $278,000 | 0.11% |
| Meridian Wealth Management, LLC | 31,046 | $862,000 | 0.09% |
| CoreCap Advisors, LLC | 42,128 | $1,170,000 | 0.08% |