Who owns PALMER SQUARE FUNDS TRUST CLO SR?
- Ticker: PSQA
- CUSIP Number: 696930205
Tip: Access positions for across all investors
Analyze quarterly positions in Palmer Square Funds Trust Clo Sr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Palmer Square Funds Trust Clo Sr stock
Who bought or sold PALMER SQUARE FUNDS TRUST CLO SR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mariner Wealth Advisors | 2.3M | $47M | 88% | Mar 2026 |
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| Ignite Planners | 275k | $5.6M | -1% | Mar 2026 |
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| Providence Financial Advisors | 245k | $5.0M | 100% | Mar 2026 |
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| AE Wealth Management | 243k | $5.0M | 3% | Mar 2026 |
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| Firethorn Wealth Partners | 185k | $3.8M | 5% | Mar 2026 |
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| Resources Investment Advisors | 98k | $2.0M | 0% | Mar 2026 |
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| SRS Capital Advisors | 84k | $1.7M | 100% | Mar 2026 |
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| Orgel Wealth Management | 49k | $995k | 100% | Mar 2026 |
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| Canvas Wealth Advisors | 46k | $944k | 100% | Mar 2026 |
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| Goldman Sachs Group | 30k | $604k | 100% | Mar 2026 |
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| We Are One Seven | 23k | $473k | -7% | Dec 2025 |
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| Jane Street | 21k | $423k | 7% | Mar 2026 |
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| Bull Harbor Capital | 21k | $422k | 100% | Mar 2026 |
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| Financial Advisory Service | 19k | $388k | 83% | Dec 2025 |
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| Endeavor Private Wealth | 14k | $284k | 24% | Mar 2026 |
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| Weaver Consulting Group | 13k | $261k | 9% | Mar 2026 |
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| Farther Finance Advisors | 9.6k | $196k | 1% | Mar 2026 |
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| Wells Fargo & Company | 4.4k | $90k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 1.5k | $31k | 100% | Mar 2026 |
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Who sold out of Palmer Square Funds Trust Clo Sr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 39k | $795k |
| Savvy Advisors | Dec 2025 | 26k | $537k |