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 | 08/10/2026 | 3.73 M | $38.87 M | 0.00% | 12.03% |
| 1248 MANAGEMENT, LLC | 08/13/2026 | 3.19 M | $34.45 M | 7.85% | 10.28% |
| MARINER, LLC | 08/13/2026 | 3.16 M | $32.93 M | 2.59% | 10.19% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.29 M | $13.42 M | 0.00% | 4.16% |
| PANDI, LLC | 08/12/2026 | 911.85 K | $9.50 M | 0.00% | 2.94% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 669.63 K | $6.98 M | 16.07% | 2.16% |
| ARLINGTON PARTNERS LLC | 07/07/2026 | 510.34 K | $5.32 M | 0.00% | 1.65% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 425.38 K | $4.62 M | -19.01% | 1.37% |
| SUNESIS ADVISORS, LLC | 07/10/2026 | 298.96 K | $3.12 M | 0.00% | 0.96% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 198.06 K | $2.06 M | -7.42% | 0.64% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 186.52 K | $1.94 M | -40.02% | 0.60% |
| OPAL WEALTH ADVISORS, LLC | 07/20/2026 | 159.24 K | $1.66 M | 29.66% | 0.51% |
| NEWGEN ASSET MANAGEMENT LTD | 08/13/2026 | 154.54 K | $1.61 M | 109.73% | 0.50% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 130.70 K | $1.36 M | 100.00% | 0.42% |
| PALLISER CAPITAL (UK) LTD | 08/14/2026 | 88.03 K | $917.25 K | 100.00% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 75.10 K | $782.54 K | -51.77% | 0.24% |
| ADVISOR OS, LLC | 08/05/2026 | 63.76 K | $664.38 K | 0.62% | 0.21% |
| BLACKROCK, INC. | 08/07/2026 | 58.38 K | $608.34 K | 5.49% | 0.19% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 57.63 K | $600.55 K | -11.30% | 0.19% |
| XTX TOPCO LTD | 08/14/2026 | 56.61 K | $589.90 K | 129.33% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 51.96 K | $541.44 K | 166.27% | 0.17% |
| NOTTINGHAM ADVISORS, INC. | 07/27/2026 | 48.69 K | $472.25 K | 55.94% | 0.16% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 43.15 K | $447.08 K | 1.99% | 0.14% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 08/12/2026 | 43.12 K | $449.27 K | 17.51% | 0.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 29.78 K | $310.35 K | 87.81% | 0.10% |
| HRT FINANCIAL LP | 08/14/2026 | 28.57 K | $297.00 K | 100.00% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 26.06 K | $271.55 K | 388.29% | 0.08% |
| CREATIVE PLANNING | 08/13/2026 | 20.29 K | $211.40 K | 0.00% | 0.07% |
| MORGAN STANLEY | 08/13/2026 | 19.64 K | $204.64 K | -72.47% | 0.06% |
| SMH CAPITAL ADVISORS INC | 08/13/2026 | 19.45 K | $202.64 K | 100.00% | 0.06% |
| CATALYST CAPITAL ADVISORS LLC | 07/24/2026 | 19.45 K | $202.64 K | 478.26% | 0.06% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 19.16 K | $199.62 K | -7.37% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2026 | 13.02 K | $136.00 K | 11.16% | 0.04% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 12.69 K | $132.21 K | 0.00% | 0.04% |
| DORSEY & WHITNEY TRUST CO LLC | 08/14/2026 | 10.45 K | $108.91 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 7.00 K | $72.94 K | 0.00% | 0.02% |
| ARLINGTON TRUST CO LLC | 07/07/2026 | 5.20 K | $54.16 K | 0.00% | 0.02% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 1.15 K | $12.01 K | -54.32% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 1.04 K | $10.78 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 34 | $364 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 16 | $167 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $10 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CURI CAPITAL, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 0 | $0 | -100.00% | 0.00% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Palmer Square Capital BDC Inc. institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Palmer Square Capital BDC Inc.. The most heavily invested institutionals were:
Arlington Partners LLC: 510,344
Opal Wealth Advisors, LLC: 175,728
Hennion & Walsh Asset Management, Inc.: 147,128
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV: 77,731
Advisor OS, LLC: 67,395
UMB Private Wealth Management, LLC: 64,522
51.06% of Palmer Square Capital BDC Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.03 M shares in the last 24 months. This purchase volume represents approximately $171.18 M in transactions.