Geneos Wealth Management Inc. - FLAHERTY & CRUMRINE DYN PFD ownership

FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106. A total of 66 filers reported holding FLAHERTY & CRUMRINE DYN PFD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FLAHERTY & CRUMRINE DYN PFD
ValueSharesWeighting
Q3 2023$14,338
-3.7%
8550.0%0.00%0.0%
Q2 2023$14,894
-4.1%
8550.0%0.00%0.0%
Q1 2023$15,527
-2.9%
8550.0%0.00%0.0%
Q4 2022$15,997
-0.0%
8550.0%0.00%0.0%
Q3 2022$16,000
-57.9%
855
-52.5%
0.00%
-50.0%
Q2 2022$38,000
-17.4%
1,8000.0%0.00%0.0%
Q1 2022$46,000
-14.8%
1,800
-8.4%
0.00%0.0%
Q4 2021$54,000
-3.6%
1,9650.0%0.00%0.0%
Q3 2021$56,000
-16.4%
1,965
-14.1%
0.00%
-33.3%
Q2 2021$67,000
-15.2%
2,287
-12.4%
0.00%
+50.0%
Q1 2021$79,000
+1.3%
2,6100.0%0.00%
-33.3%
Q4 2020$78,000
+13.0%
2,6100.0%0.00%
-25.0%
Q3 2020$69,000
+9.5%
2,6100.0%0.00%0.0%
Q2 2020$63,000
+23.5%
2,6100.0%0.00%
+33.3%
Q1 2020$51,000
-25.0%
2,6100.0%0.00%
-25.0%
Q4 2019$68,000
+7.9%
2,610
+6.7%
0.00%0.0%
Q3 2019$63,000
+3.3%
2,4450.0%0.00%0.0%
Q2 2019$61,000
+5.2%
2,4450.0%0.00%0.0%
Q1 2019$58,000
+18.4%
2,4450.0%0.00%0.0%
Q4 2018$49,000
-12.5%
2,4450.0%0.00%0.0%
Q3 2018$56,000
+522.2%
2,445
+482.1%
0.00%
+300.0%
Q2 2018$9,0004200.00%
Other shareholders
FLAHERTY & CRUMRINE DYN PFD shareholders Q4 2021
NameSharesValueWeighting ↓
Heron Bay Capital Management 138,479$2,514,7790.98%
1776 Wealth LLC 86,178$1,564,9840.94%
All Season Financial Advisors, Inc. 17,476$317,3620.29%
Palogic Value Management, L.P. 22,100$401,3360.20%
Oxbow Advisors, LLC 35,827$650,6180.12%
ROBINSON CAPITAL MANAGEMENT, LLC 12,500$231,5540.11%
Bison Wealth, LLC 11,189$179,2500.06%
CENTAURUS FINANCIAL, INC. 36,605$6650.05%
Aviance Capital Partners, LLC 11,190$203,2100.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 30,196$548,3590.04%
View complete list of FLAHERTY & CRUMRINE DYN PFD shareholders