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Palmer Square Capital BDC (PSBD) Institutional Ownership

Palmer Square Capital BDC logo
$10.31 +0.04 (+0.39%)
As of 03:56 PM Eastern

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)
27
Total
Institutional Inflows
(last 12 months)
$65.31M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$26.37M
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PSBD Institutional Buying and Selling by Quarter

Palmer Square Capital BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/10/2026 OV Management LLC3,730,065$38.87M72.6%N/A12.170%
7/9/2026 Hennion & 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%
5/19/2026 Bank of America Corp DE576,931$5.64M0.0%+10.9%1.854%
5/18/2026 Rivernorth Capital Management LLC834,603$8.15M0.4%+43.8%2.682%
5/15/2026 Vivaldi Capital Management LP167,776$1.64M0.2%-22.1%0.539%
5/14/2026 Renaissance Technologies LLC155,700$1.52M0.0%-14.9%0.500%
5/8/2026 NewGen Asset Management Ltd73,684$720K0.3%N/A0.236%
5/6/2026 Catalyst Capital Advisors LLC3,363$33K0.0%N/A0.011%
4/30/2026 Waterfront Wealth Inc.42,313$413K0.1%N/A0.136%
4/20/2026 TrueMark Investments LLC19,228$188K0.0%N/A0.062%
4/18/2026 Nottingham Advisors Inc.31,220$305K0.0%N/A0.100%
2/18/2026 XTX Topco Ltd28,792$351K0.0%N/A0.091%
2/18/2026 Rivernorth Capital Management LLC580,542$7.08M0.3%N/A1.844%
2/18/2026 Millennium Management LLC112,838$1.38M0.0%-15.9%0.358%
2/17/2026 Bienville Capital Management LLC558,394$7.05M1.1%-38.9%1.774%
2/17/2026 Trexquant Investment LP50,118$611K0.0%+17.6%0.159%
2/17/2026 Royal Bank of Canada12,413$151K0.0%-7.0%0.039%
2/16/2026 Mariner LLC2,654,014$32.35M0.0%-13.8%8.431%
2/13/2026 Marshall Wace LLP31,590$385K0.0%-71.3%0.100%
2/12/2026 Jane Street Group LLC39,531$482K0.0%+187.3%0.126%
2/12/2026 Renaissance Technologies LLC183,000$2.23M0.0%+18.8%0.581%
2/11/2026 Closed End Fund Advisors Inc.220,334$2.69M1.6%N/A0.700%
2/10/2026 Clear Harbor Asset Management LLC25,047$305K0.0%N/A0.080%
2/9/2026 Harbour Investments Inc.7,000$85K0.0%N/A0.022%
2/4/2026 Advisor OS LLC56,161$685K0.1%N/A0.178%
1/26/2026 Opal Wealth Advisors LLC76,334$931K0.2%N/A0.242%
1/23/2026 Mid American Wealth Advisory Group Inc.54,528$665K0.3%+82.5%0.173%
1/21/2026 Prime Capital Investment Advisors LLC26,000$317K0.0%+6.1%0.083%
1/14/2026 Hennion & 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%
11/17/2025 First Trust Capital Management L.P.1,288,338$15.81M1.0%-35.6%4.077%
11/17/2025 Mariner LLC3,077,766$37.76M0.0%-13.2%9.740%
11/17/2025 Millennium Management LLC134,249$1.65M0.0%+2.0%0.425%
11/17/2025 Citadel Advisors LLC18,779$230K0.0%N/A0.059%
11/17/2025 Bank of America Corp DE367,035$4.50M0.0%+22.1%1.162%
11/14/2025 Two Sigma Investments LP131,545$1.61M0.0%+142.9%0.416%
11/6/2025 Caprock Group LLC74,822$918K0.0%N/A0.233%
11/6/2025 Sunesis Advisors LLC298,959$3.67M1.7%N/A0.930%
11/5/2025 Prime Capital Investment Advisors LLC24,500$301K0.0%N/A0.076%
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11/4/2025 UMB Bank n.a.81,522$1M0.0%N/A0.254%
10/23/2025 Evolution Wealth Management Inc.5,756$71K0.1%N/A0.018%
10/22/2025 Hennion & Walsh Asset Management Inc.227,615$2.79M0.1%-3.0%0.709%
10/20/2025 Mid 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%
8/15/2025 Bienville Capital Management LLC1,010,678$14.53M2.9%-0.9%3.146%
8/15/2025 Bank of America Corp DE300,575$4.20M0.0%+5.0%0.935%
8/14/2025 Vivaldi Capital Management LP215,336$3.01M0.5%-2.2%0.670%
8/12/2025 JPMorgan Chase & Co.6,425$90K0.0%-33.4%0.020%
8/8/2025 Marble Harbor Investment Counsel LLC17,900$250K0.0%-9.8%0.055%
7/25/2025 Gibson Capital LLC12,490$174K0.0%N/A0.039%
7/14/2025 Arlington Partners LLC461,609$6.44M2.4%+38.3%1.426%
7/1/2025 Confluence Investment Management LLC21,698$303K0.0%-79.5%0.067%
6/9/2025 1248 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%
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%
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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, 50 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 Bienville Capital Management LLC ($7.05M).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 41 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 5,977,780 shares in the last 24 months. This purchase volume represents approximately $65.31M 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 ($355.64K), 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 2,167,249 shares in the last 24 months. This volume of shares sold represents approximately $26.37M in transactions.



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 8/10/2026. New 13F filings are added each quarter as they're published.
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