Institutional Ownership Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $712 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
232
shares
|
$2,992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
202
shares
|
$2,605
0.0% of portfolio
|
Q3 2024
Added 57.81%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
196
shares
|
$2,528
0.0% of portfolio
|
Q3 2021
Reduced 5.31%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
172
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
Reduced 79.98%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$1,935
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
139
shares
|
$1,793
0.0% of portfolio
|
Q4 2023
Added 18.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
139
shares
|
$1,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
131
shares
|
$1,689
0.0% of portfolio
|
Q4 2022
Reduced 45.42%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
122
shares
|
$1,573
0.0% of portfolio
|
Q3 2024
Reduced 82.5%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
118
shares
|
$1,522
0.0% of portfolio
|
Q3 2024
Reduced 93.54%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
116
shares
|
$1,496
0.0% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$1,496
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
112
shares
|
$1,444
0.0% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
92
shares
|
$1,186
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
80
shares
|
$1,032
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
75
shares
|
$967
0.0% of portfolio
|
Q2 2022
Reduced 99.83%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
61
shares
|
$786
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$593
0.0% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
42
shares
|
$541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
39
shares
|
$503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
33
shares
|
$425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21
shares
|
$270
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20
shares
|
$258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
11
shares
|
$141
0.0% of portfolio
|
Q4 2023
Reduced 45.0%
|