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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lucia Wealth Services, LLC | 174,608 | $4,149,000 | 1.42% |
| Oxbow Advisors, LLC | 329,884 | $7,838,000 | 0.95% |
| Mathes Company, Inc. | 62,100 | $1,475,000 | 0.75% |
| Aviance Capital Partners, LLC | 61,748 | $1,467,000 | 0.42% |
| Adirondack Research & Management Inc. | 25,350 | $580,000 | 0.36% |
| Bison Wealth, LLC | 16,415 | $390,000 | 0.24% |
| CENTAURUS FINANCIAL, INC. | 691 | $29,068,000 | 0.17% |
| Meridian Wealth Management, LLC | 15,244 | $362,000 | 0.16% |
| FIRST FOUNDATION ADVISORS | 79,896 | $1,898,000 | 0.11% |
| Squar Milner Financial Services LLC | 5,200 | $123,000 | 0.09% |