Purchases and Sales Made in Q4 2025 in Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT) during Q4 2025. The information is specifically focused on institutions that hold shares of PennyMac Mortgage Investment Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
496K+ 1586.46% |
$5.77M - $6.29M
|
527K
$6.57M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$140K - $152K
|
12K
$150K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.5KNew |
$134K - $146K
|
11.5K
$144K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.3K+ 25.06% |
$120K - $131K
|
51.6K
$643K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 102.8% |
$16.3K - $17.7K
|
2.75K
$34.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
109+ 0.58% |
$1.27K - $1.38K
|
18.8K
$234K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 2.06% |
$396 - $431
|
1.68K
$21K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 5.26% |
$23.3 - $25.4
|
40
$498
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.88% |
$11.7 - $12.7
|
18
$224
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-6- 1.7% |
$69.9 - $76.1
|
346
$4.31K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.25% |
$1.17K - $1.27K
|
39.9K
$497K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-343- 0.82% |
$4K - $4.35K
|
41.5K
$517K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20.9K- 50.66% |
$244K - $265K
|
20.4K
$254K
|
|
|
Jan 20, 2026
Q4 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-28.4K- 11.66% |
$331K - $360K
|
215K
$2.68M
|
|