Palmer Square Capital BDC Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OV MANAGEMENT LLC | 04/14/2026 | 3.73 M | $36.44 M | 0.00% | 11.61% |
| MARINER, LLC | 05/13/2026 | 3.08 M | $30.09 M | 16.05% | 9.59% |
| 1248 MANAGEMENT, LLC | 05/15/2026 | 2.95 M | $29.96 M | 0.00% | 9.20% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.29 M | $12.59 M | 0.00% | 4.01% |
| PANDI, LLC | 05/12/2026 | 911.85 K | $8.91 M | 0.00% | 2.84% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 834.60 K | $8.15 M | 43.76% | 2.60% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 576.93 K | $5.64 M | 10.87% | 1.80% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 05/14/2026 | 525.22 K | $5.33 M | -5.94% | 1.63% |
| ARLINGTON PARTNERS LLC | 04/09/2026 | 510.34 K | $4.99 M | 10.56% | 1.59% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 310.95 K | $3.04 M | 28.28% | 0.97% |
| SUNESIS ADVISORS, LLC | 05/14/2026 | 298.96 K | $2.92 M | 0.00% | 0.93% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 213.94 K | $2.09 M | -2.90% | 0.67% |
| VIVALDI CAPITAL MANAGEMENT LP | 05/14/2026 | 167.78 K | $1.64 M | -22.09% | 0.52% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 155.70 K | $1.52 M | -14.92% | 0.48% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 122.81 K | $1.20 M | 60.88% | 0.38% |
| NEWGEN ASSET MANAGEMENT LTD | 05/08/2026 | 73.68 K | $719.89 K | 100.00% | 0.23% |
| MORGAN STANLEY | 05/15/2026 | 71.34 K | $697.03 K | 261.25% | 0.22% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 64.97 K | $634.80 K | 29.64% | 0.20% |
| ADVISOR OS, LLC | 05/08/2026 | 63.37 K | $619.12 K | 12.84% | 0.20% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 60.00 K | $586.20 K | 100.00% | 0.19% |
| BLACKROCK, INC. | 05/13/2026 | 55.34 K | $540.70 K | -47.47% | 0.17% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 54.53 K | $664.70 K | 0.00% | 0.17% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 42.31 K | $413.40 K | 100.00% | 0.13% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 05/05/2026 | 36.69 K | $358.48 K | 46.49% | 0.11% |
| NOTTINGHAM ADVISORS, INC. | 04/17/2026 | 31.22 K | $305.02 K | 100.00% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 24.69 K | $241.18 K | -14.26% | 0.08% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 20.68 K | $202.05 K | -11.62% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 20.29 K | $198.20 K | -0.16% | 0.06% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.52 K | $190.66 K | -83.74% | 0.06% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 19.23 K | $187.86 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.86 K | $154.94 K | -59.88% | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 13.17 K | $128.68 K | -88.33% | 0.04% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 12.69 K | $123.97 K | 0.04% | 0.04% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.71 K | $114.00 K | -5.67% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.94 K | $106.92 K | 100.00% | 0.03% |
| DORSEY & WHITNEY TRUST CO LLC | 05/14/2026 | 10.45 K | $102.12 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 7.00 K | $68.39 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 5.34 K | $52.14 K | 67.67% | 0.02% |
| ARLINGTON TRUST CO LLC | 04/08/2026 | 5.20 K | $50.78 K | 0.00% | 0.02% |
| CATALYST CAPITAL ADVISORS LLC | 05/06/2026 | 3.36 K | $32.86 K | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2.52 K | $24.66 K | -91.19% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 400 | $3.87 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 40 | $387 | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 1 | $10 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| UMB BANK, N.A. | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
Palmer Square Capital BDC Inc. institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Palmer Square Capital BDC Inc.. The most heavily invested institutionals were:
OV Management LLC: 3.73 M
Mariner, LLC: 3.08 M
1248 Management, LLC: 2.95 M
First Trust Capital Management L.P.: 1.29 M
Pandi, LLC: 911,854
RIVERNORTH CAPITAL MANAGEMENT, LLC: 834,603
51.16% of Palmer Square Capital BDC Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.63 M shares in the last 24 months. This purchase volume represents approximately $177.63 M in transactions.