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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$364 - $466
|
4
$385
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.85KNew |
$168K - $216K
|
1.85K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.31KNew |
$483K - $618K
|
5.31K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.2K- 10.62% |
$1.48M - $1.89M
|
137K
$13.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-84- 3.85% |
$7.64K - $9.79K
|
2.1K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-16.9K- 48.42% |
$1.54M - $1.97M
|
18K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-300- 11.11% |
$27.3K - $35K
|
2.4K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-25- 3.15% |
$2.27K - $2.91K
|
768
$73.9K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11.4K+ 20.51% |
$1.04M - $1.33M
|
67K
$6.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 15.07% |
$2K - $2.56K
|
124
$11.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 66.67% |
$546 - $699
|
15
$1.44K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.94% |
$91 - $117
|
35
$3.37K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 16.67% |
$364 - $466
|
28
$2.69K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-18.3K- 46.19% |
$1.67M - $2.14M
|
21.4K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-112- 0.78% |
$10.2K - $13.1K
|
14.2K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
57+ 52.29% |
$5.19K - $6.65K
|
166
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 100.0% |
$1.36K - $1.75K
|
30
$2.89K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
262+ 59.55% |
$23.8K - $30.5K
|
702
$67.5K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$91 - $117
|
106
$10.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$182 - $233
|
13
$1.25K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.5KNew |
$227K - $291K
|
2.5K
$241K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
879+ 17.66% |
$80K - $102K
|
5.86K
$563K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.91K- 28.49% |
$265K - $340K
|
7.31K
$704K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-66- 34.38% |
$6K - $7.69K
|
126
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 5.87% |
$2.55K - $3.26K
|
449
$43.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.87K+ 291.81% |
$807K - $1.03M
|
11.9K
$1.15M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-205- 1.04% |
$17.6K - $19.4K
|
19.5K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.83KNew |
$756K - $836K
|
8.83K
$850K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.22K- 35.86% |
$190K - $210K
|
3.97K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.9K+ 39.98% |
$929K - $1.03M
|
38K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.96KNew |
$339K - $375K
|
3.96K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
190K+ 170.75% |
$16.3M - $18M
|
301K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-24.8K- 91.51% |
$2.12M - $2.35M
|
2.3K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.48K- 59.28% |
$298K - $329K
|
2.39K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
31.2KNew |
$2.67M - $2.95M
|
31.2K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.32KNew |
$370K - $408K
|
4.32K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.31KNew |
$283K - $313K
|
3.31K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
238New |
$20.4K - $22.5K
|
238
$22.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
3.81KNew |
$326K - $360K
|
3.81K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-64.1K- 96.25% |
$5.49M - $6.06M
|
2.5K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.29KNew |
$196K - $216K
|
2.29K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-577- 4.1% |
$49.4K - $54.6K
|
13.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-32.3K- 77.98% |
$2.77M - $3.06M
|
9.12K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
4.05KNew |
$347K - $383K
|
4.05K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.74K+ 46.27% |
$149K - $165K
|
5.51K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
82.5K+ 3.9% |
$7.07M - $7.81M
|
2.2M
$212M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.66K+ 20.81% |
$228K - $251K
|
15.4K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
41+ 4.8% |
$3.51K - $3.88K
|
896
$86.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
54+ 36.49% |
$4.62K - $5.11K
|
202
$19.4K
|
|