FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,338 | -3.7% | 855 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,894 | -4.1% | 855 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,527 | -2.9% | 855 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,997 | -0.0% | 855 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -57.9% | 855 | -52.5% | 0.00% | -50.0% |
| Q2 2022 | $38,000 | -17.4% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | -14.8% | 1,800 | -8.4% | 0.00% | 0.0% |
| Q4 2021 | $54,000 | -3.6% | 1,965 | 0.0% | 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% | 2,610 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $78,000 | +13.0% | 2,610 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $69,000 | +9.5% | 2,610 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $63,000 | +23.5% | 2,610 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $51,000 | -25.0% | 2,610 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $68,000 | +7.9% | 2,610 | +6.7% | 0.00% | 0.0% |
| Q3 2019 | $63,000 | +3.3% | 2,445 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $61,000 | +5.2% | 2,445 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $58,000 | +18.4% | 2,445 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $49,000 | -12.5% | 2,445 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | +522.2% | 2,445 | +482.1% | 0.00% | +300.0% |
| Q2 2018 | $9,000 | – | 420 | – | 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% |