Morgan Rosel Wealth Management, LLC Penny Mac Financial Services, Inc. Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 10,464 shares of PFSI stock, worth $1.07 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,464
Previous 11,728
10.78%
Holding current value
$1.07 Million
Previous $1.2 Million
12.53%
% of portfolio
0.33%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding PFSI
# of Institutions
236Shares Held
29.9MCall Options Held
956KPut Options Held
759K-
Mfn Partners Management, LP Boston, MA4.53MShares$464 Million15.85% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD4.29MShares$439 Million0.28% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.87MShares$294 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.2MShares$225 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.95MShares$200 Million0.05% of portfolio
About PennyMac Financial Services, Inc.
- Ticker PFSI
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 52,464,900
- Market Cap $5.37B
- Description
- PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. It sources first-lien ...