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 | 11/12/2025 | 3.73 M | $45.77 M | 0.00% | 11.53% |
| MARINER, LLC | 11/14/2025 | 3.08 M | $37.76 M | -13.15% | 9.51% |
| 1248 MANAGEMENT, LLC | 11/14/2025 | 2.95 M | $37.50 M | 0.00% | 9.13% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 11/17/2025 | 1.29 M | $15.81 M | -35.60% | 3.98% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 914.03 K | $11.60 M | -9.56% | 2.83% |
| PANDI, LLC | 10/22/2025 | 911.85 K | $11.19 M | 0.00% | 2.82% |
| ARLINGTON PARTNERS LLC | 10/28/2025 | 461.61 K | $5.66 M | 0.00% | 1.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 367.04 K | $4.50 M | 22.11% | 1.13% |
| SUNESIS ADVISORS, LLC | 11/06/2025 | 298.96 K | $3.67 M | 100.00% | 0.92% |
| MORGAN STANLEY | 11/14/2025 | 257.52 K | $3.16 M | 0.15% | 0.80% |
| FMR LLC | 11/13/2025 | 235.53 K | $2.89 M | -17.15% | 0.73% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 227.62 K | $2.79 M | -3.00% | 0.70% |
| VIVALDI CAPITAL MANAGEMENT LP | 11/17/2025 | 215.34 K | $2.64 M | 0.00% | 0.67% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 154.10 K | $1.89 M | 121.09% | 0.48% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 134.25 K | $1.65 M | 2.00% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 131.55 K | $1.61 M | 142.92% | 0.41% |
| MARSHALL WACE, LLP | 11/13/2025 | 109.92 K | $1.35 M | 100.00% | 0.34% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 100.60 K | $1.23 M | 27.34% | 0.31% |
| BLACKROCK, INC. | 11/12/2025 | 100.07 K | $1.23 M | 100.00% | 0.31% |
| UMB BANK, N.A. | 11/04/2025 | 81.52 K | $1.00 M | 100.00% | 0.25% |
| CAPROCK GROUP, LLC | 11/06/2025 | 74.82 K | $1.06 M | 100.00% | 0.23% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 42.62 K | $522.97 K | 85.75% | 0.13% |
| ATWOOD & PALMER INC | 10/15/2025 | 34.01 K | $417.30 K | 0.00% | 0.11% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 10/20/2025 | 29.87 K | $366.55 K | 100.00% | 0.09% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 25.76 K | $316.11 K | 18.73% | 0.08% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 24.50 K | $300.62 K | 100.00% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 24.19 K | $296.75 K | -49.53% | 0.07% |
| CREATIVE PLANNING | 11/14/2025 | 20.29 K | $248.92 K | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 18.78 K | $230.42 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 13.76 K | $168.84 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 13.34 K | $164.00 K | -41.24% | 0.04% |
| GIBSON CAPITAL, LLC | 10/24/2025 | 12.49 K | $153.25 K | 0.00% | 0.04% |
| DORSEY & WHITNEY TRUST CO LLC | 11/13/2025 | 10.45 K | $128.25 K | 0.00% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 6.43 K | $84.55 K | 0.00% | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 10/23/2025 | 5.76 K | $70.63 K | 100.00% | 0.02% |
| ARLINGTON TRUST CO LLC | 10/28/2025 | 5.20 K | $63.78 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.50 K | $30.68 K | 0.04% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 400 | $4.91 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 100 | $1.23 K | 100.00% | 0.00% |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
Palmer Square Capital BDC Inc. institutional Ownership - FAQ's
During the previous two years, 43 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
Bienville Capital Management, LLC: 914,029
Pandi, LLC: 911,854
49.82% of Palmer Square Capital BDC Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.12 M shares in the last 24 months. This purchase volume represents approximately $198.41 M in transactions.