Palmer Square Capital BDC Inc. - Common stock (PSBD)
CUSIP: 69702V107
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common stock
- Shares outstanding
- 31,469,088
- Total 13F shares
- 16,491,936
- Share change
- -122,200
- Total reported value
- $231,891,892
- Price per share
- $13.96
- Number of holders
- 31
- Value change
- -$1,585,708
- Number of buys
- 9
- Number of sells
- 18
Quarterly Holders Quick Answers
What is CUSIP 69702V107?
CUSIP 69702V107 identifies PSBD - Palmer Square Capital BDC Inc. - Common stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 69702V107:
Top shareholders of PSBD - Palmer Square Capital BDC Inc. - Common stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Caravel Holdings LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
3,983,290
|
$61,661,327 | — | 01 Oct 2021 | |
| OV Management LLC |
13F
|
Company |
12%
|
3,730,065
|
$49,684,466 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
12%
|
3,706,547
|
$49,371,211 | — | 31 Mar 2025 | |
| Excelsior Holdings D2 LLC |
13D/G
|
— |
12%
|
3,730,065
|
$47,483,727 | $0 | 11 May 2020 | |
| 1248 Management, LLC |
13F
|
Company |
9.4%
|
2,954,713
|
$40,509,115 | — | 31 Mar 2025 | |
| BFFV, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 12 Mar 2025 | |
| BFFV19, LLC |
13D/G
|
Martin Christopher Bicknell |
9.1%
|
2,954,715
|
$37,613,522 | $0 | 18 Jan 2024 | |
| First Trust Capital Management L.P. |
13F
|
Company |
6.4%
|
2,000,561
|
$26,647,473 | — | 31 Mar 2025 | |
| Martin C. Bicknell |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,562,896
|
$24,193,635 | — | 17 Jan 2024 | |
| Bienville Capital Management, LLC |
13F
|
Company |
3.2%
|
1,019,567
|
$13,978,266 | — | 31 Mar 2025 | |
| Pandi, LLC |
13F
|
Company |
2.9%
|
911,854
|
$12,145,895 | — | 31 Mar 2025 | |
| Sunesis Advisors, LLC |
13F
|
Company |
1.5%
|
472,034
|
$6,287,493 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.2%
|
375,830
|
$5,006,056 | — | 31 Mar 2025 | |
| Arlington Partners LLC |
13F
|
Company |
1.1%
|
333,765
|
$4,445,754 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.91%
|
286,355
|
$3,814,249 | — | 31 Mar 2025 | |
| Vivaldi Capital Management LP |
13F
|
Company |
0.7%
|
220,137
|
$2,932,225 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.52%
|
162,427
|
$2,163,528 | — | 31 Mar 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.51%
|
160,740
|
$2,141,057 | — | 31 Mar 2025 | |
| Matthew L. Bloomfield |
3/4/5
|
President |
—
class O/S missing
|
138,129
|
$2,004,252 | — | 21 Mar 2025 | |
| Angie K. Long |
3/4/5
|
Chief Investment Officer |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 | |
| Christopher D. Long |
3/4/5
|
CEO & President, Director |
—
class O/S missing
|
98,005
|
$1,517,116 | — | 17 Jan 2024 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.34%
|
105,639
|
$1,407,112 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.28%
|
89,400
|
$1,190,808 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.24%
|
76,500
|
$1,018,980 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.22%
|
69,311
|
$923,223 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.16%
|
51,504
|
$686,033 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.14%
|
44,974
|
$599,054 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.14%
|
44,781
|
$597,000 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.14%
|
42,760
|
$569,563 | — | 31 Mar 2025 | |
| ATWOOD & PALMER INC |
13F
|
Company |
0.11%
|
34,010
|
$453,014 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.11%
|
33,280
|
$443,000 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
30,758
|
$409,696 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.09%
|
27,017
|
$359,866 | — | 31 Mar 2025 | |
| Creative Planning |
13F
|
Company |
0.06%
|
20,287
|
$270,223 | — | 31 Mar 2025 | |
| Marble Harbor Investment Counsel, LLC |
13F
|
Company |
0.06%
|
19,846
|
$264,349 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.06%
|
18,688
|
$248,924 | — | 31 Mar 2025 | |
| Dorsey & Whitney Trust CO LLC |
13F
|
Company |
0.03%
|
10,452
|
$139,221 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.03%
|
10,000
|
$133,200 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.03%
|
9,649
|
$128,525 | — | 31 Mar 2025 | |
| Arlington Trust Co LLC |
13F
|
Company |
0.02%
|
5,198
|
$69,239 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
4,465
|
$59,474 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.01%
|
1,587
|
$21,139 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
1,469
|
$19,567 | — | 31 Mar 2025 |
Institutional Holders of Palmer Square Capital BDC Inc. - Common stock (PSBD) as of Q2 2025
As of 30 Jun 2025,
Palmer Square Capital BDC Inc. - Common stock (PSBD) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,491,936 shares.
The largest 10 holders included
OV Management LLC, Mariner, LLC, 1248 Management, LLC, First Trust Capital Management L.P., Bienville Capital Management, LLC, Pandi, LLC, Arlington Partners LLC, BANK OF AMERICA CORP /DE/, FMR LLC, and MORGAN STANLEY.
This page lists
31
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
35
Q2 2025 holders
31
Holder diff
-4
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.