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 231 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
102
shares
|
$10,576
0.0% of portfolio
|
Q2 2024
Added 175.68%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
100
shares
|
$10,369
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
90
shares
|
$9,332
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
88
shares
|
$9,124
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57
shares
|
$5,910
0.0% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
55
shares
|
$5,702
0.0% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$4,562
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
38
shares
|
$3,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
36
shares
|
$3,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
35
shares
|
$3,629
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$3,110
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
28
shares
|
$2,903
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
27
shares
|
$2,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,695
0.0% of portfolio
|
Q1 2022
Added 44.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$2,592
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$2,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,281
0.0% of portfolio
|
Q1 2023
Reduced 46.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,281
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20
shares
|
$2,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
19
shares
|
$1,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$1,762
0.0% of portfolio
|
Q1 2023
Reduced 97.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15
shares
|
$1,555
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
14
shares
|
$1,451
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,347
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$1,036
0.0% of portfolio
|
Q2 2024
New holding
|