Palmer Square Capital BDC Ownership | Who Owns Palmer Square Capital BDC?
Palmer Square Capital BDC Ownership Summary
Palmer Square Capital BDC is owned by 18.48% institutional investors, 13.49% insiders, and 68.03% retail investors. Ov management is the largest institutional shareholder, holding 11.63% of PSBD shares.
PSBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Palmer Square Capital BDC | 18.48% | 13.49% | 68.03% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ov management | 3.73M | 11.63% | $45.47M |
| 1248 management | 2.95M | 9.13% | $37.50M |
| Mariner | 2.65M | 8.27% | $32.35M |
| First trust capital management | 2.00M | 6.18% | $27.93M |
| Pandi | 911.85K | 2.84% | $11.12M |
| Bienville capital management | 914.03K | 2.83% | $11.60M |
| Arlington partners | 461.61K | 1.44% | $5.63M |
| Sunesis advisors | 298.96K | 0.93% | $3.64M |
| Fmr | 235.53K | 0.73% | $2.89M |
| Hennion & walsh asset management | 220.33K | 0.69% | $2.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Arlington partners | 461.61K | 40.02% | $5.63M |
| Ov management | 3.73M | 39.38% | $45.47M |
| 1248 management | 2.95M | 21.15% | $37.50M |
| Bienville capital management | 914.03K | 2.21% | $11.60M |
| First trust capital management | 2.00M | 1.89% | $27.93M |
| Pandi | 911.85K | 1.77% | $11.12M |
| Sunesis advisors | 298.96K | 1.65% | $3.64M |
| Vivaldi capital management lp | 215.34K | 0.45% | $3.01M |
| Mid-american wealth advisory group | 54.53K | 0.28% | $664.70K |
| Opal wealth advisors | 76.33K | 0.24% | $930.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 109.92K | 0.00% | 109.92K |
| Umb bank, n.a. | 81.52K | 0.01% | 81.52K |
| Two sigma investments, lp | 131.54K | 0.00% | 77.39K |
| Opal wealth advisors | 76.33K | 0.24% | 76.33K |
| Advisor os | 56.16K | 0.06% | 56.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mariner | 2.65M | 0.04% | -423.75K |
| Morgan stanley | 19.75K | - | -237.77K |
| Bienville capital management | 914.03K | 2.21% | -96.65K |
| Bank of new york mellon | - | - | -77.88K |
| Apollo management | - | - | -77.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 109.92K | 0.00% | 109.92K | $1.35M |
| Umb bank, n.a. | 81.52K | 0.01% | 81.52K | $1.00M |
| Opal wealth advisors | 76.33K | 0.24% | 76.33K | $930.51K |
| Advisor os | 56.16K | 0.06% | 56.16K | $684.60K |
| Clear harbor asset management | 25.05K | 0.02% | 25.05K | $305.32K |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -47.00 |
| Citigroup | -1.47K |
| Newedge advisors | -1.59K |
| Cubist systematic strategies | -2.43K |
| Evolution wealth management | -5.76K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 14 | -64.10% | 5,930,421 | -63.21% | 18 | 0.74% | 5 | -76.19% | 4 | -42.86% |
| Sep 30, 2025 | 14 | -53.33% | 2,200,397 | -86.45% | 6 | 0.27% | 7 | -12.50% | 1 | -92.31% |
| Jun 30, 2025 | 31 | -11.43% | 16,491,936 | -3.48% | 50 | 1.86% | 9 | -64.00% | 13 | 116.67% |
| Mar 31, 2025 | 35 | 6.06% | 16,807,807 | 22.68% | 51 | 2.92% | 25 | 19.05% | 6 | -25.00% |
| Dec 31, 2024 | 33 | 6.45% | 13,700,919 | 53.68% | 42 | 5.62% | 21 | 10.53% | 8 | -20.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 06, 2025 | Alaris Master Fund LP | - | Sell | $359.10K |
| Oct 22, 2025 | Alaris Master Fund LP | - | Sell | $6.69M |
| Mar 21, 2025 | Bloomfield Matthew L | President | Buy | $10.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q1 | 1 | - |
PSBD Ownership FAQ
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