Palmer Square Capital BDC Ownership | Who Owns Palmer Square Capital BDC?


OverviewForecastRevenueFinancialsChartTranscripts

Palmer Square Capital BDC Ownership Summary


Palmer Square Capital BDC is owned by 50.98% institutional investors, 13.21% insiders, and 35.82% retail investors. Ov management is the largest institutional shareholder, holding 11.53% of PSBD shares.

PSBD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPalmer Square Capital BDC50.98%13.21%35.82%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks51.84%9.46%38.70%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ov management3.73M11.53%$52.07M
Mariner3.54M10.95%$49.47M
First trust capital management2.00M6.18%$27.93M
Bienville capital management1.01M3.12%$14.53M
Pandi911.85K2.82%$11.19M
Arlington partners461.61K1.43%$6.44M
Hennion & walsh asset management227.62K0.70%$2.79M
Vivaldi capital management lp215.34K0.67%$3.01M
Atwood & palmer34.01K0.11%$417.30K
Mid-american wealth advisory group29.87K0.09%$366.55K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ov management3.73M43.63%$52.07M
Bienville capital management1.01M2.86%$14.53M
Arlington partners461.61K2.38%$6.44M
First trust capital management2.00M1.89%$27.93M
Pandi911.85K1.48%$11.19M
Vivaldi capital management lp215.34K0.45%$3.01M
Mid-american wealth advisory group29.87K0.16%$366.55K
Hennion & walsh asset management227.62K0.10%$2.79M
Evolution wealth management5.76K0.07%$70.63K
Mariner3.54M0.07%$49.47M

Top Buyers

HolderShares% AssetsChange
Arlington partners461.61K2.38%127.84K
Mid-american wealth advisory group29.87K0.16%29.87K
Evolution wealth management5.76K0.07%5.76K
Confluence investment management25.76K0.00%4.07K
First trust capital management2.00M1.89%-

Top Sellers

HolderShares% AssetsChange
Mariner3.54M0.07%-162.75K
Bank of new york mellon---77.88K
Apollo management---77.81K
Franklin resources---69.31K
Raymond james financial---51.50K

New Positions

HolderShares% AssetsChangeValue
Mid-american wealth advisory group29.87K0.16%29.87K$366.55K
Evolution wealth management5.76K0.07%5.76K$70.63K

Sold Out

HolderChange
National bank of canada /fi/-47.00
Citigroup-1.47K
Cubist systematic strategies-2.43K
Point72 (difc)-9.18K
Jane street group-27.02K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202531-11.43%16,491,936-3.48%501.86%9-64.00%13116.67%
Mar 31, 2025356.06%16,807,80722.68%512.92%2519.05%6-25.00%
Dec 31, 2024336.45%13,700,91953.68%425.62%2110.53%8-20.00%
Sep 30, 20243110.71%8,915,081184.42%2729.51%1958.33%10-23.08%
Jun 30, 2024287.69%3,134,525-7.07%98.96%12-53.85%13-

Recent Insider Transactions


DateNameRoleActivityValue
Oct 22, 2025Alaris Master Fund LP-Sell$6.69M
Mar 21, 2025Bloomfield Matthew L PresidentBuy$10.88K

Insider Transactions Trends


DateBuySell
2025 Q4-1
2025 Q11-

PSBD Ownership FAQ


Who Owns Palmer Square Capital BDC?

Palmer Square Capital BDC shareholders are primarily institutional investors at 50.98%, followed by 13.21% insiders and 35.81% retail investors. The average institutional ownership in Palmer Square Capital BDC's industry, Asset Management Stocks, is 51.84%, which Palmer Square Capital BDC falls below.

Who owns the most shares of Palmer Square Capital BDC?

Palmer Square Capital BDC’s largest shareholders are Ov management (3.73M shares, 11.53%), Mariner (3.54M shares, 10.95%), and First trust capital management (2M shares, 6.18%). Together, they hold 28.67% of Palmer Square Capital BDC’s total shares outstanding.

Does Blackrock own Palmer Square Capital BDC?

BlackRock is not among the top 10 institutional shareholders of Palmer Square Capital BDC.

Who is Palmer Square Capital BDC’s biggest shareholder by percentage of total assets invested?

Ov management is Palmer Square Capital BDC’s biggest shareholder by percentage of total assets invested, with 43.63% of its assets in 3.73M Palmer Square Capital BDC shares, valued at 52.07M$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools