Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / CR OPPORTUNITIES
-
Total 13F shares
-
1,711,345
-
Share change
-
+511,171
-
Total reported value
-
$34,705,045
-
Price per share
-
$20.28
-
Number of holders
-
10
-
Value change
-
+$10,388,151
-
Number of buys
-
10
-
Number of sells
-
3
Institutional Holders of PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) as of Q1 2025
As of 31 Mar 2025,
PALMER SQUARE FUNDS TRUST - CR OPPORTUNITIES (PSQO) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,711,345 shares.
The largest 10 holders included
Advisory Resource Group, ATWOOD & PALMER INC, LAKE STREET PRIVATE WEALTH, LLC, BlackDiamond Wealth Management, LLC, Accurate Wealth Management, LLC, Mariner, LLC, Elyxium Wealth, LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Global Wealth Strategies & Associates, and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.