Free Trial
→ CODE RED: AI Meltdown Imminent? (From Paradigm Press) (Ad)tc pixel Free PSBD Stock Alerts

Palmer Square Capital BDC (PSBD) Institutional Ownership

Palmer Square Capital BDC logo
$9.57 -0.03 (-0.27%)
Closing price 10/7/2026 03:58 PM Eastern
Extended Trading
$9.57 0.00 (-0.04%)
As of 10/7/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Palmer Square Capital BDC (NYSE:PSBD)

Current
Institutional Ownership
Percentage
6.52%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$66.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$27.43M
Get PSBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Palmer Square Capital BDC stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PSBD Institutional Buying and Selling by Quarter

Palmer Square Capital BDC Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC17,481$173K0.0%-8.7%0.057%
9/9/2026Bienville Capital Management LLC425,379$4.62M0.6%-19.0%1.388%
9/9/2026Squarepoint Ops LLC130,704$1.36M0.0%N/A0.426%
8/10/2026OV Management LLC3,730,065$38.87M72.6%N/A12.170%
7/9/2026Hennion & Walsh Asset Management Inc.198,062$2.06M0.1%-7.4%0.636%
7/1/2026 Confluence Investment Management LLC19,157$200K0.0%-7.4%0.062%
5/19/2026Bank of America Corp DE576,931$5.64M0.0%+10.9%1.854%
5/18/2026Rivernorth Capital Management LLC834,603$8.15M0.4%+43.8%2.682%
5/15/2026Vivaldi Capital Management LP167,776$1.64M0.2%-22.1%0.539%
5/14/2026Renaissance Technologies LLC155,700$1.52M0.0%-14.9%0.500%
5/8/2026NewGen Asset Management Ltd73,684$720K0.3%N/A0.236%
5/6/2026Catalyst Capital Advisors LLC3,363$33K0.0%N/A0.011%
4/30/2026Waterfront Wealth Inc.42,313$413K0.1%N/A0.136%
4/20/2026TrueMark Investments LLC19,228$188K0.0%N/A0.062%
4/18/2026Nottingham Advisors Inc.31,220$305K0.0%N/A0.100%
2/18/2026XTX Topco Ltd28,792$351K0.0%N/A0.091%
2/18/2026Rivernorth Capital Management LLC580,542$7.08M0.3%N/A1.844%
2/18/2026Millennium Management LLC112,838$1.38M0.0%-15.9%0.358%
2/17/2026Bienville Capital Management LLC558,394$7.05M1.1%-38.9%1.774%
2/17/2026Trexquant Investment LP50,118$611K0.0%+17.6%0.159%
2/17/2026Royal Bank of Canada12,413$151K0.0%-7.0%0.039%
2/16/2026Mariner LLC2,654,014$32.35M0.0%-13.8%8.431%
2/13/2026Marshall Wace LLP31,590$385K0.0%-71.3%0.100%
2/12/2026Jane Street Group LLC39,531$482K0.0%+187.3%0.126%
2/12/2026Renaissance Technologies LLC183,000$2.23M0.0%+18.8%0.581%
2/11/2026Closed End Fund Advisors Inc.220,334$2.69M1.6%N/A0.700%
2/10/2026Clear Harbor Asset Management LLC25,047$305K0.0%N/A0.080%
2/9/2026Harbour Investments Inc.7,000$85K0.0%N/A0.022%
2/4/2026Advisor OS LLC56,161$685K0.1%N/A0.178%
1/26/2026Opal Wealth Advisors LLC76,334$931K0.2%N/A0.242%
1/23/2026Mid American Wealth Advisory Group Inc.54,528$665K0.3%+82.5%0.173%
1/21/2026Prime Capital Investment Advisors LLC26,000$317K0.0%+6.1%0.083%
1/14/2026Hennion & Walsh Asset Management Inc.220,334$2.69M0.1%-3.2%0.700%
1/5/2026 Confluence Investment Management LLC23,401$285K0.0%-9.2%0.074%
11/17/2025First Trust Capital Management L.P.1,288,338$15.81M1.0%-35.6%4.077%
11/17/2025Mariner LLC3,077,766$37.76M0.0%-13.2%9.740%
11/17/2025Millennium Management LLC134,249$1.65M0.0%+2.0%0.425%
11/17/2025Citadel Advisors LLC18,779$230K0.0%N/A0.059%
11/17/2025Bank of America Corp DE367,035$4.50M0.0%+22.1%1.162%
11/14/2025Two Sigma Investments LP131,545$1.61M0.0%+142.9%0.416%
Wall Street Legend: “Global Market Freeze Coming” (Ad)

Dr. Martin D. Weiss, who predicted the Dot-Com collapse and the failures of Fannie Mae, Bear Stearns, and Lehman Brothers, is warning of a developing financial crisis. The New York Times has credited him as among the first to see the dangers ahead, and Forbes dubbed him Mr. Independence. He says this emerging situation could trigger a chain reaction across banks and markets. Watch his free video breakdown and see the five steps he outlines for investors.tc pixel

Watch the free video and see his five steps now
11/6/2025Caprock Group LLC74,822$918K0.0%N/A0.233%
11/6/2025Sunesis Advisors LLC298,959$3.67M1.7%N/A0.930%
11/5/2025Prime Capital Investment Advisors LLC24,500$301K0.0%N/A0.076%
11/4/2025UMB Bank n.a.81,522$1M0.0%N/A0.254%
10/23/2025Evolution Wealth Management Inc.5,756$71K0.1%N/A0.018%
10/22/2025Hennion & Walsh Asset Management Inc.227,615$2.79M0.1%-3.0%0.709%
10/20/2025Mid American Wealth Advisory Group Inc.29,874$367K0.2%N/A0.093%
10/14/2025 Confluence Investment Management LLC25,763$316K0.0%+18.7%0.080%
8/15/2025Bienville Capital Management LLC1,010,678$14.53M2.9%-0.9%3.146%
8/15/2025Bank of America Corp DE300,575$4.20M0.0%+5.0%0.935%
8/14/2025Vivaldi Capital Management LP215,336$3.01M0.5%-2.2%0.670%
8/12/2025JPMorgan Chase & Co.6,425$90K0.0%-33.4%0.020%
8/8/2025Marble Harbor Investment Counsel LLC17,900$250K0.0%-9.8%0.055%
7/25/2025Gibson Capital LLC12,490$174K0.0%N/A0.039%
7/14/2025Arlington Partners LLC461,609$6.44M2.4%+38.3%1.426%
7/1/2025 Confluence Investment Management LLC21,698$303K0.0%-79.5%0.067%
6/9/20251248 Management LLC2,954,713$40.51M16.4%+36.0%9.127%
5/19/2025Jane Street Group LLC27,017$360K0.0%N/A0.083%
5/15/20251248 Management LLC2,676,350$36.69M20.1%+23.2%8.267%
5/9/2025Marble Harbor Investment Counsel LLC19,846$264K0.0%-37.9%0.061%
4/23/2025Arlington Partners LLC333,765$4.45M1.7%+11.1%1.023%
4/23/2025Sunesis Advisors LLC472,034$6.29M3.4%N/A1.447%
4/15/2025Atwood & Palmer Inc.34,010$453K0.0%N/A0.104%
4/10/2025Hennion & Walsh Asset Management Inc.160,740$2.14M0.1%+91.4%0.493%
4/1/2025Confluence Investment Management LLC105,639$1.41M0.0%+1.0%0.324%
3/3/2025Pandi LLC911,854$13.86M2.1%N/A2.793%
2/17/2025Two Sigma Investments LP39,204$596K0.0%-35.1%0.120%
2/17/2025Two Sigma Advisers LP82,700$1.26M0.0%-10.4%0.253%
2/17/2025Millennium Management LLC157,596$2.40M0.0%-12.5%0.483%
2/17/2025Cubist Systematic Strategies LLC2,433$37K0.0%+995.9%0.007%
2/17/2025Citadel Advisors LLC42,203$641K0.0%+32.9%0.129%
2/17/2025Bank of America Corp DE262,383$3.99M0.0%+21.0%0.804%
2/17/20251248 Management LLC2,172,442$34.06M14.7%N/A6.654%
2/14/2025Bienville Capital Management LLC676,406$10.61M2.6%+61.9%2.072%
2/14/2025Apollo Management Holdings L.P.77,811$1.18M0.0%-40.9%0.238%
2/13/2025Mariner LLC2,275,470$34.59M0.1%+97.7%6.969%
2/13/2025Renaissance Technologies LLC62,000$942K0.0%-6.6%0.190%
2/13/2025Wells Fargo & Company MN7,501$114K0.0%+271.5%0.023%
2/12/2025Franklin Resources Inc.57,866$880K0.0%+72.0%0.177%
2/7/2025Marble Harbor Investment Counsel LLC31,950$486K0.1%+24.3%0.098%
2/4/2025Bank of New York Mellon Corp77,878$1.18M0.0%+120.3%0.239%
1/29/2025Arlington Partners LLC300,489$4.57M1.8%-19.4%0.920%
1/15/2025Hennion & Walsh Asset Management Inc.83,997$1.28M0.1%+73.0%0.257%
11/27/2024Franklin Resources Inc.33,634$541K0.0%-30.9%0.103%
11/15/2024Point72 DIFC Ltd13,790$225K0.0%-27.5%0.042%
11/13/2024FMR LLC383,125$6.25M0.0%+7.3%1.173%
10/31/2024Confluence Investment Management LLC104,082$1.70M0.0%+22.1%0.319%
10/29/2024Arlington Trust Co LLC4,533$74K0.0%-39.2%0.014%
10/23/2024Hennion & Walsh Asset Management Inc.48,560$792K0.0%N/A0.149%
9/16/2024Cubist Systematic Strategies LLC8,751$141K0.0%-74.5%0.027%
What Could Change After November 3rd? (Ad)

Democrats are favored to take the House on November 3rd, needing just five seats to flip the chamber. The last time they controlled Washington, prices rose 9.1% and gasoline climbed 59.9%. Forecast models now put their odds between 61% and 85%. With another policy shift on the table, many investors are reviewing how gold and silver could fit into a retirement plan.tc pixel

Download the free retirement protection guide today.
8/15/2024Millennium Management LLC190,352$3.08M0.0%-14.1%0.584%
8/14/2024Cubist Systematic Strategies LLC8,751$141K0.0%-74.5%0.027%
8/14/2024Point72 DIFC Ltd19,026$307K0.0%-16.2%0.058%
8/14/2024Marshall Wace LLP26,557$429K0.0%-10.0%0.081%
8/9/2024Renaissance Technologies LLC10,700$173K0.0%N/A0.033%
8/9/2024Marble Harbor Investment Counsel LLC19,500$315K0.0%N/A0.060%
7/1/2024Confluence Investment Management LLC85,240$1.38M0.0%+70.5%0.262%
5/16/2024Apollo Management Holdings L.P.596,281$9.71M0.1%N/A1.831%
5/9/2024Dorsey & Whitney Trust CO LLC10,452$170K0.0%N/A0.032%
5/1/2024Capstone Investment Advisors LLC63,350$1.03M0.0%N/A0.195%


PSBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of Palmer Square Capital BDC. The most heavily invested institutionals were 1248 Management LLC ($40.51M), OV Management LLC ($38.87M), Mariner LLC ($32.35M), First Trust Capital Management L.P. ($15.81M), Pandi LLC ($13.86M), Rivernorth Capital Management LLC ($8.15M), and Arlington Partners LLC ($6.44M).Learn more on Palmer Square Capital BDC's institutional investors.

6.52% of Palmer Square Capital BDC's stock is owned by institutional investors. Learn more on PSBD's institutional investor holdings.

Of the 42 institutional investors that purchased Palmer Square Capital BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OV Management LLC ($3.73M), 1248 Management LLC ($3.46M), Mariner LLC ($1.12M), Pandi LLC ($911.85K), Rivernorth Capital Management LLC ($834.60K), Sunesis Advisors LLC ($770.99K), and Bienville Capital Management LLC ($258.64K).

Institutional investors have bought a total of 6,108,484 shares in the last 24 months. This purchase volume represents approximately $66.68M in transactions.

Of the 10 institutional investors that sold Palmer Square Capital BDC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mariner LLC ($889.79K), First Trust Capital Management L.P. ($712.22K), Bienville Capital Management LLC ($455.48K), Marshall Wace LLP ($78.33K), Vivaldi Capital Management LP ($47.56K), Hennion & Walsh Asset Management Inc. ($30.19K), and Renaissance Technologies LLC ($27.30K).

Institutional investors have sold a total of 2,268,768 shares in the last 24 months. This volume of shares sold represents approximately $27.43M in transactions.


Related Companies

Institutional ownership data for NYSE:PSBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon’s FINAL Warning? [US Dollar Collapse]
On April 25, 2023, Elon Musk issued a stark warning about the future of the US dollar. A former Wall Street...
International Living | Sponsoredtc pixel
A Little Known Explorer Sits Near Major Gold Deposits
Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourm...
Wall Street Logic | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
What Could Change After November 3rd?
Democrats are favored to take the House on November 3rd, needing just five seats to flip the chamber. The last...
USA Capital Gold | Sponsoredtc pixel
A dividend every week of the year
Most dividend stocks pay quarterly, leaving long stretches of silence between paydays. For investors covering ...
Market Savvy | Sponsoredtc pixel
“Whoever wins AI, wins”
Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run...
Brownstone Research | Sponsoredtc pixel
Why The Biggest Names in AI Are Heading To The Arctic
Google contracted over 12 GW of energy last year and just announced a 15 billion dollar AI infrastructure inve...
The Tomorrow Investor | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel