2026-08-17
No AI summary for this filing type
View Full Filing (SEC EDGAR)Palmer Square Capital Bdc In
$10.27-0.3%
+$6.0M
Net Activity
-4.91% total shares
Institutions Holding
41
Popularity Rank
#6673
Avg Weight
2.50%
Total Value
$164.3M
Market Cap
$330.0M
41 institutions currently hold PSBD, with 26 net buyers and 16 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
16
Net Buying Institutions
26
Top 5 by Value
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Across its top 20 institutional holders, PSBD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 30/100, avg. turnover score 49/100).
PSBD ranks #6673 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
PSBD is a top-conviction position for OV Management LLC — at 72.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Opal Wealth Advisors, LLC has added to its PSBD position for two straight quarters, increasing it by $728.8K to reach $1.7M today.
Bienville Capital Management, LLC has trimmed its PSBD position for two straight quarters, cutting it by $2.4M while still holding $4.6M.
PSBD is down 0.3% today, but institutions show net buying of $6.0M this quarter — a divergence between today's price move and the underlying institutional flow.
PSBD reported a net loss of $3.2M in its latest fiscal year.
+$10.4M
Total Buy Value
$13.7M
Total Sell Value
26
Net Buyers
16
Net Sellers
PSBD
Q2 2026
Top 5 Institutional Movers
+$4.5M
+$2.8M
+$2.4M
PSBD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Alaris Master Fund LP | 13G/A | 2026-07-02 | 4.9% |
6
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)On August 3, 2026, Palmer Square Capital BDC (ticker: PSBD) announced that its board unanimously appointed Ben Wiesenfeld as the company's new Chief Compliance Officer, effective immediately. He takes over from Scott Betz, who will remain with the company as Chief Operating Officer, also effective August 3. The filing notes there are no arrangements, family relationships, or related-party transactions tied to the changes that would require disclosure.
View Full Filing (SEC EDGAR)Palmer Square Capital BDC Inc. (PSBD) released a press release on August 5, 2026, announcing its financial results for the quarter ended June 30, 2026. This 8-K is a routine filing that attaches that press release as Exhibit 99.1, and it notes the information is “furnished” rather than “filed” under SEC rules. No specific numbers are included in this excerpt.
View Full Filing (SEC EDGAR)Palmer Square Capital BDC Inc. completed a $300 million refinancing of a collateralized loan obligation (CLO) on July 15, 2026. The company issued $228 million of AAA-rated notes and $72 million of AA-rated notes, both maturing in 2039, with interest rates set at Term SOFR plus 1.28% and 1.75%, respectively. Palmer Square retains 100% of the subordinated notes, meaning it still collects all residual income from the underlying loan portfolio after paying the secured note holders.
View Full Filing (SEC EDGAR)Palmer Square Capital BDC Inc. announced an unaudited estimate of its net asset value per share as of June 30, 2026, at $13.21 in an SEC Form 8-K filed on July 14, 2026.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)69702V107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
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4,637
Total reported value
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Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
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Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access PSBD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PSBDCLI
npx alphasmo stocks get PSBD