Institutional Ownership Penny Mac Financial Services, Inc. (PFSI)
This table provides information about the institutional ownership of Penny Mac Financial Services, Inc. (PFSI). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
34
shares
|
$3,160
0.0% of portfolio
|
Q3 2023
Added 6.25%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
27
shares
|
$2,509
0.0% of portfolio
|
Q1 2024
Reduced 82.35%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,416
0.0% of portfolio
|
Q1 2022
Added 44.44%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
24
shares
|
$2,230
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
22
shares
|
$2,044
0.0% of portfolio
|
Q1 2023
Reduced 46.34%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
20
shares
|
$1,859
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
17
shares
|
$1,580
0.0% of portfolio
|
Q1 2023
Reduced 97.63%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
17
shares
|
$1,580
0.0% of portfolio
|
Q1 2023
Reduced 29.41%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
17
shares
|
$1,580
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
14
shares
|
$1,301
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
10
shares
|
$929
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
9
shares
|
$836
0.0% of portfolio
|
Q1 2024
Added 12.5%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
8
shares
|
$743
0.0% of portfolio
|
Q4 2023
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
6
shares
|
$557
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
5
shares
|
$464
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
2
shares
|
$185
0.0% of portfolio
|
Q1 2024
Reduced 99.83%
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
1
shares
|
$92
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|