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DaveManuel.com · Institutional Ownership · Who Owns It

PALMER SQUARE CAPITAL BDC IN (PSBD)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

42
Reporting holders
$166.3M
Reported value
51.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-4
Holder change

Institutions report 15,829,749 shares against 30,651,221 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
OV Management LLC$38.9M3,730,06572.59%7qHELD
1248 Management, LLC$34.4M3,186,70113.47%7q+7.9%+$2.5M
Mariner, LLC$32.9M3,160,0030.03%8q+2.6%+$832.5K
First Trust Capital Management L.P.$13.4M1,288,3370.78%10qHELD
Pandi, LLC$9.5M911,8541.44%7qHELD
BANK OF AMERICA CORP /DE/$7.0M669,6310.00%10q+16.1%+$965.9K
Arlington Partners LLC$5.3M510,3449.60%10qHELD
Bienville Capital Management, LLC$4.6M425,3790.62%9q-19.0%-$1.1M
Sunesis Advisors, LLC$3.1M298,9591.29%5qHELD
Hennion & Walsh Asset Management, Inc.$2.1M198,0620.06%8q-7.4%-$165.4K
TWO SIGMA INVESTMENTS, LP$1.9M186,5170.00%10q-40.0%-$1.3M
Opal Wealth Advisors, LLC$1.7M159,2400.36%3q+29.7%+$379.6K
NewGen Asset Management Ltd$1.6M154,5390.66%2q+109.7%+$842.5K
Squarepoint Ops LLC$1.4M130,7040.00%newNEW
Palliser Capital (UK) Ltd$917.3K88,0280.49%newNEW
RENAISSANCE TECHNOLOGIES LLC$782.5K75,1000.00%9q-51.8%-$839.9K
Advisor OS, LLC$664.4K63,7610.04%3q+0.6%+$4.1K
BlackRock, Inc.$608.3K58,3820.00%4q+5.5%+$31.7K
Trexquant Investment LP$600.5K57,6340.00%5q-11.3%-$76.5K
XTX Topco Ltd$589.9K56,6120.01%3q+129.3%+$332.7K
CITADEL ADVISORS LLC$541.4K51,9620.00%4q+166.3%+$338.1K
NOTTINGHAM ADVISORS, INC.$472.3K48,6860.06%2q+55.9%+$169.4K
Clear Harbor Asset Management, LLC$449.3K43,1160.03%3q+17.5%+$66.9K
Waterfront Wealth Inc.$447.1K43,1540.07%2q+2.0%+$8.7K
JANE STREET GROUP, LLC$310.4K29,7840.00%4q+87.8%+$145.1K
HRT FINANCIAL LP$297.0K28,5650.00%newNEW
UBS Group AG$271.5K26,0600.00%10q+388.3%+$215.9K
Creative Planning$211.4K20,2870.00%7qHELD
MORGAN STANLEY$204.6K19,6390.00%10q-72.5%-$538.8K
SMH CAPITAL ADVISORS INC$202.6K19,4470.79%newNEW
Catalyst Capital Advisors LLC$202.6K19,4470.00%2q+478.3%+$167.6K
CONFLUENCE INVESTMENT MANAGEMENT LLC$199.6K19,1570.00%10q-7.4%-$15.9K
ROYAL BANK OF CANADA$136.0K13,0160.00%10q+11.2%+$13.7K
Waverly Advisors, LLC$132.2K12,6880.00%3qHELD
Dorsey & Whitney Trust CO LLC$108.9K10,4520.01%10qHELD
HARBOUR INVESTMENTS, INC.$72.9K7,0000.00%3qHELD
Arlington Trust Co LLC$54.2K5,1980.00%9qHELD
BNP PARIBAS FINANCIAL MARKETS$12.0K1,1530.00%4q-54.3%-$14.3K
Global Retirement Partners, LLC$10.8K1,0350.00%newNEW
JONES FINANCIAL COMPANIES LLLP$364340.00%newNEW
Caitong International Asset Management Co., Ltd$167160.00%newNEW
WELLS FARGO & COMPANY/MN$1010.00%9qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-072026-08-03Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-07-01Bicknell Martin C10% ownerBought40,000$422.8K
2026-07-06Bicknell Martin C10% ownerBought40,000$422.4K
2026-07-02Bicknell Martin C10% ownerBought40,000$422.0K
2026-06-05Bicknell Martin C10% ownerBought30,000$323.7K
2026-07-07Bicknell Martin C10% ownerBought21,484$224.9K
2026-05-29Bicknell Martin C10% ownerBought15,000$163.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$10.6M1,072,0082130.0%
Q2 202642$166.3M15,829,74971680.0%
Q1 202646$162.4M16,438,861911130.0%
Q4 202546$201.3M16,345,7701011120.0%
Q3 202539$199.6M16,124,06011880.0%
Q2 202531$232.2M16,514,64128120.0%
Q1 202535$229.1M17,086,17071840.0%
Q4 202433$209.6M13,700,91931680.0%
Q3 202430$84.7M5,185,016612100.0%
Q2 202428$50.7M3,134,52566130.0%
Q1 202426$55.4M3,400,44325000.0%