Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CR OPPORTUNITIES
-
Total 13F shares
-
3,757,945
-
Share change
-
+458,599
-
Total reported value
-
$77,413,669
-
Price per share
-
$20.60
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Number of holders
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13
-
Value change
-
+$9,449,303
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Number of buys
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12
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Number of sells
-
1
Institutional Holders of PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) as of Q3 2025
As of 30 Sep 2025 PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,757,945 shares of stock of the company.
Largest 10 holders included ATWOOD & PALMER INC, Advisory Resource Group, LAKE STREET PRIVATE WEALTH, LLC, Mariner, LLC, BlackDiamond Wealth Management, LLC, Savvy Advisors, Inc., Accurate Wealth Management, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, REDMONT WEALTH ADVISORS LLC, and Providence Financial Advisors, LLC.
This table shows 13 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.