Who owns PALMER SQUARE FUNDS TRUST?
- Ticker: PSQO
- CUSIP Number: 696930106
Tip: Access positions for across all investors
Analyze quarterly positions in Palmer Square Funds Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Palmer Square Funds Trust stock
Who bought or sold PALMER SQUARE FUNDS TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors | 2.5M | $52M | 5% | Sep 2026 |
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| Atwood & Palmer | 2.2M | $44M | 5% | Sep 2026 |
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| Mariner Wealth Advisors | 1.7M | $35M | 35% | Jun 2026 |
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| Advisory Resource Group | 1.1M | $23M | 16% | Sep 2026 |
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| Lake Street Financial | 719k | $15M | 7% | Sep 2026 |
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| Providence Financial Advisors | 521k | $11M | 2% | Jun 2026 |
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| BlackDiamond Wealth Management | 98k | $2.0M | 12% | Jun 2026 |
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| AE Wealth Management | 89k | $1.8M | 211% | Jun 2026 |
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| Accurate Wealth Management | 84k | $1.7M | 9% | Sep 2026 |
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| Savvy Advisors | 73k | $1.5M | 11% | Jun 2026 |
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| Crusonia Wealth Advisors | 54k | $1.1M | 213% | Sep 2026 |
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| Resources Investment Advisors | 34k | $704k | 0% | Jun 2026 |
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| Goldman Sachs Group | 31k | $630k | -1% | Jun 2026 |
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| Navis Wealth Advisors | 20k | $414k | 59% | Jun 2026 |
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| Endeavor Private Wealth | 16k | $338k | 20% | Jun 2026 |
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| Jpmorgan Chase & Co | 13k | $271k | 100% | Jun 2026 |
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| Financial Advisory Service | 2.6k | $53k | 1% | Jun 2026 |
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| Downshift Financial | 152.00 | $3.1k | 15% | Sep 2026 |
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Who sold out of Palmer Square Funds Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Mar 2026 | 30k | $624k |
| Jane Street | Mar 2026 | 18k | $373k |
| We Are One Seven | Jun 2026 | 9.9k | $205k |
| Dynamic Advisors Solutions | Jun 2026 | 9.8k | $202k |
| Fairway Wealth | Jun 2026 | 2.6k | $54k |
| Farther Finance Advisors | Jun 2026 | 859.00 | $18k |