Latest Institutional Transactions on Penny Mac Financial Services, Inc. (PFSI)
This table provides information on the latest institutional transactions involving Penny Mac Financial Services, Inc. (PFSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 41.67% |
$2.33K - $3.18K
|
35
$4.45K
|
|
|
Nov 06, 2025
Q3 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.73KNew |
$441K - $602K
|
4.73K
$601K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.61K- 12.27% |
$616K - $841K
|
47.3K
$6.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-19- 70.37% |
$1.77K - $2.42K
|
8
$1.02K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-997- 16.62% |
$92.9K - $127K
|
5K
$635K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
134+ 297.78% |
$12.5K - $17K
|
179
$22.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55+ 137.5% |
$5.12K - $6.99K
|
95
$12.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 31.04% |
$121K - $165K
|
2.89K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.5K+ 13.95% |
$326K - $445K
|
28.6K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$745 - $1.02K
|
8
$1.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
42.2K+ 380.32% |
$3.93M - $5.36M
|
53.2K
$6.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-30K- 40.27% |
$2.79M - $3.81M
|
44.5K
$5.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 33.33% |
$466 - $636
|
10
$1.27K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 2642.86% |
$17.2K - $23.5K
|
192
$24.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99KNew |
$371K - $507K
|
3.99K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
3.84KNew |
$358K - $489K
|
3.84K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
8.36KNew |
$779K - $1.06M
|
8.36K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$559 - $763
|
6
$762
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
166+ 1.84% |
$15.5K - $21.1K
|
9.17K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.74KNew |
$628K - $857K
|
6.74K
$856K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
749+ 20.39% |
$69.8K - $95.2K
|
4.42K
$562K
|
|
|
Oct 31, 2025
Q3 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
SELL
|
- |
-10.6K- 7.41% |
$987K - $1.35M
|
133K
$16.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-20K- 54.9% |
$1.86M - $2.54M
|
16.4K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
277+ 95.52% |
$25.8K - $35.2K
|
567
$72K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
500+ 83.33% |
$46.6K - $63.6K
|
1.1K
$140K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 4.49% |
$4.56K - $6.23K
|
1.04K
$132K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4- 0.09% |
$373 - $509
|
4.68K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
194New |
$18.1K - $24.7K
|
194
$24.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-10.3K- 3.44% |
$955K - $1.3M
|
288K
$36.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
132New |
$12.3K - $16.8K
|
132
$16.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3+ 0.23% |
$279 - $381
|
1.32K
$168K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
100+ 0.45% |
$9.31K - $12.7K
|
22.4K
$2.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 75.31% |
$949K - $1.3M
|
3.34K
$425K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.85KNew |
$172K - $235K
|
1.85K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.76KNew |
$164K - $224K
|
1.76K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.21KNew |
$206K - $281K
|
2.21K
$281K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 9.62% |
$466 - $636
|
57
$7.24K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.72KNew |
$160K - $219K
|
1.72K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.24KNew |
$208K - $284K
|
2.24K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.77% |
$186 - $254
|
261
$33.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
267+ 92.71% |
$24.9K - $33.9K
|
555
$70.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
105+ 26.32% |
$9.78K - $13.3K
|
504
$64K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$93.1 - $127
|
12
$1.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 43.75% |
$652 - $890
|
23
$2.92K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-325- 44.28% |
$30.3K - $41.3K
|
409
$52K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 33.36% |
$249K - $340K
|
5.35K
$679K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 150.0% |
$279 - $381
|
5
$635
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-4.43K- 97.45% |
$395K - $459K
|
116
$14.7K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.3K+ 971.51% |
$1.9M - $2.21M
|
23.5K
$2.99M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
257+ 0.36% |
$22.9K - $26.6K
|
72.2K
$9.17M
|
|