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Palmer Square Capital BDC in (PSBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Arlington Partners LLC
UNCHANGED
Shares510,344 from 510,344
Change0 (0%)
Value$5.0M (-$270.5K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
INCREASED
Shares175,728 from 159,240
Change+16,488 (+10%)
Value$1.7M (+$78.7K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares147,128 from 198,062
Change-50,934 (-26%)
Value$1.5M (-$608.7K)
Filed 2026-10-13
Thor Investment Management Inc
NEW
Shares77,731
Change+77,731
Value$768.8K
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares67,395 from 63,761
Change+3,634 (+6%)
Value$666.5K (+$2.2K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares64,522
Change+64,522
Value$638.1K
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares43,261 from 43,154
Change+107 (+0%)
Value$414.4K (-$32.7K)
Filed 2026-11-03
Nottingham Advisors, Inc.
DECREASED
Shares42,211 from 48,686
Change-6,475 (-13%)
Value$416.6K (-$55.6K)
Filed 2026-10-29
Clear Harbor Asset Management, LLC
DECREASED
Shares32,042 from 43,116
Change-11,074 (-26%)
Value$316.9K (-$132.4K)
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares20,287 from 20,287
Change0 (0%)
Value$200.6K (-$10.8K)
Filed 2026-11-02
AlphaCentric Advisors LLC
NEW
Shares20,000
Change+20,000
Value$197.8K
Filed 2026-11-03
Catalyst Capital Advisors LLC
UNCHANGED
Shares19,447 from 19,447
Change0 (0%)
Value$192.3K (-$10.3K)
Filed 2026-11-02
SMH Capital Advisors Inc
UNCHANGED
Shares19,447 from 19,447
Change0 (0%)
Value$192.3K (-$10.3K)
Filed 2026-10-29
Confluence Investment Management LLC
DECREASED
Shares17,481 from 19,157
Change-1,676 (-9%)
Value$172.9K (-$26.7K)
Filed 2026-10-01
Altfest L J & Co Inc
NEW
Shares12,202
Change+12,202
Value$120.7K
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares5,198 from 5,198
Change0 (0%)
Value$51.4K (-$2.8K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$158 (-$9)
Filed 2026-10-29
Citigroup Inc
NEW
Shares1
Change+1
Value$10
Filed 2026-11-04
Sunesis Advisors, LLC
CLOSED
Shares0 from 298,959
Change-298,959 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-26
OV Management LLC
N/A
Shares— from 3,730,065
Change-3,730,065 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,186,701
Change-3,186,701 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,160,003
Change-3,160,003 (-100%)
Value—
First Trust Capital Management L.P.
N/A
Shares— from 1,288,337
Change-1,288,337 (-100%)
Value—
Pandi, LLC
N/A
Shares— from 911,854
Change-911,854 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 669,631
Change-669,631 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 425,379
Change-425,379 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 186,517
Change-186,517 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 154,539
Change-154,539 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 130,704
Change-130,704 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 88,028
Change-88,028 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 75,100
Change-75,100 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 58,382
Change-58,382 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 57,634
Change-57,634 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 56,612
Change-56,612 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,962
Change-51,962 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,784
Change-29,784 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 28,565
Change-28,565 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,060
Change-26,060 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,639
Change-19,639 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,016
Change-13,016 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 12,688
Change-12,688 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34
Change-34 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Arlington Partners LLC
UNCHANGED510,344510,34400%$5.3M$5.0M-$270.5K2026-10-20
Opal Wealth Advisors, LLC
INCREASED175,728159,240+16,488+10%$1.7M$1.7M+$78.7K2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED147,128198,062-50,934-26%$2.1M$1.5M-$608.7K2026-10-13
Thor Investment Management Inc
NEW77,731—+77,731——$768.8K—2026-10-13
Advisor OS, LLC
INCREASED67,39563,761+3,634+6%$664.4K$666.5K+$2.2K2026-11-03
UMB Private Wealth Management, LLC
NEW64,522—+64,522——$638.1K—2026-10-19
Waterfront Wealth Inc.
INCREASED43,26143,154+107+0%$447.1K$414.4K-$32.7K2026-11-03
Nottingham Advisors, Inc.
DECREASED42,21148,686-6,475-13%$472.3K$416.6K-$55.6K2026-10-29
Clear Harbor Asset Management, LLC
DECREASED32,04243,116-11,074-26%$449.3K$316.9K-$132.4K2026-11-05
Creative Planning
UNCHANGED20,28720,28700%$211.4K$200.6K-$10.8K2026-11-02
AlphaCentric Advisors LLC
NEW20,000—+20,000——$197.8K—2026-11-03
Catalyst Capital Advisors LLC
UNCHANGED19,44719,44700%$202.6K$192.3K-$10.3K2026-11-02
SMH Capital Advisors Inc
UNCHANGED19,44719,44700%$202.6K$192.3K-$10.3K2026-10-29
Confluence Investment Management LLC
DECREASED17,48119,157-1,676-9%$199.6K$172.9K-$26.7K2026-10-01
Altfest L J & Co Inc
NEW12,202—+12,202——$120.7K—2026-10-27
Arlington Trust Co LLC
UNCHANGED5,1985,19800%$54.2K$51.4K-$2.8K2026-10-20
Caitong International Asset Management Co., Ltd
UNCHANGED161600%$167$158-$92026-10-29
Citigroup Inc
NEW1—+1——$10—2026-11-04
Sunesis Advisors, LLC
CLOSED0298,959-298,959-100%$3.1M$0-$3.1M2026-10-26
OV Management LLC
N/A—3,730,065-3,730,065-100%$38.9M———
1248 Management, LLC
N/A—3,186,701-3,186,701-100%$34.4M———
Mariner, LLC
N/A—3,160,003-3,160,003-100%$32.9M———
First Trust Capital Management L.P.
N/A—1,288,337-1,288,337-100%$13.4M———
Pandi, LLC
N/A—911,854-911,854-100%$9.5M———
Bank of America Corp
N/A—669,631-669,631-100%$7.0M———
Bienville Capital Management, LLC
N/A—425,379-425,379-100%$4.6M———
Two Sigma Investments, LP
N/A—186,517-186,517-100%$1.9M———
NewGen Asset Management Ltd
N/A—154,539-154,539-100%$1.6M———
Squarepoint Ops LLC
N/A—130,704-130,704-100%$1.4M———
Palliser Capital (UK) LtdA
N/A—88,028-88,028-100%$917.3K———
Renaissance Technologies LLC
N/A—75,100-75,100-100%$782.5K———
BlackRock, Inc.
N/A—58,382-58,382-100%$608.3K———
Trexquant Investment LP
N/A—57,634-57,634-100%$600.5K———
XTX Topco Ltd
N/A—56,612-56,612-100%$589.9K———
Citadel Advisors LLC
N/A—51,962-51,962-100%$541.4K———
Jane Street Group, LLC
N/A—29,784-29,784-100%$310.4K———
HRT Financial LP
N/A—28,565-28,565-100%$297.0K———
UBS Group AG
N/A—26,060-26,060-100%$271.5K———
Morgan Stanley
N/A—19,639-19,639-100%$204.6K———
Royal Bank of Canada
N/A—13,016-13,016-100%$136.0K———
Waverly Advisors, LLC
N/A—12,688-12,688-100%$132.2K———
Dorsey & Whitney Trust Co LLC
N/A—10,452-10,452-100%$108.9K———
Harbour Investments, Inc.
N/A—7,000-7,000-100%$72.9K———
BNP Paribas Financial Markets
N/A—1,153-1,153-100%$12.0K———
Global Retirement Partners, LLC
N/A—1,035-1,035-100%$10.8K———
Jones Financial Companies Lllp
N/A—34-34-100%$364———
Wells Fargo & Company
N/A—1-1-100%$10———
Showing 47 of 47 institutions