PSBD · Company research
Palmer Square Capital BDC Inc. (PSBD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
41records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57634 | 600546 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OV Management LLC | 2010766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3730065 | 38867277 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 167 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75100 | 782542 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12688 | 132213 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Catalyst Capital Advisors LLC | 1549275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19447 | 202638 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Arlington Partners LLC | 1389848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 510344 | 5317784 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 669631 | 6977554 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22877 | 238378 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pandi, LLC | 2058702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 911854 | 9501519 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12744 | 133000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewGen Asset Management Ltd | 1845012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154539 | 1610296 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10452 | 108910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58382 | 608340 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 10 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15275 | 159166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51962 | 541444 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3160003 | 32927231 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186517 | 1943507 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1153 | 12014 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waterfront Wealth Inc. | 1775210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43154 | 447075 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28565 | 297 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20287 | 211395 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56612 | 589897 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisor OS, LLC | 1767580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34609 | 360622 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bienville Capital Management, LLC | 1605070 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425379 | 4621786 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130704 | 1361936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5198 | 54163 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| NOTTINGHAM ADVISORS, INC. | 1093276 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48686 | 472252 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Palliser Capital (UK) Ltd | 1881490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88028 | 917252 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19157 | 199616 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Sunesis Advisors, LLC | 1748269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298959 | 3115153 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| First Trust Capital Management L.P. | 1604488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1288337 | 13424472 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clear Harbor Asset Management, LLC | 1511857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43116 | 449269 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19639 | 204638 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 1248 Management, LLC | 2011147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3186701 | 34448238 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1035 | 10781 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SMH CAPITAL ADVISORS INC | 1180391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19447 | 202638 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198062 | 2063806 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Opal Wealth Advisors, LLC | 1844201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159240 | 1659281 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 72940 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.