Purchases and Sales Made in Q4 2023 in Penny Mac Financial Services, Inc. (PFSI)
This table provides information about the institutional ownership of Penny Mac Financial Services, Inc. (PFSI) during Q4 2023. The information is specifically focused on institutions that hold shares of PennyMac Financial Services, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.51KNew |
$221K - $326K
|
3.51K
$399K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.26KNew |
$205K - $303K
|
3.26K
$370K
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
3.23KNew |
$203K - $300K
|
3.23K
$367K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.02K+ 9.85% |
$190K - $280K
|
33.7K
$3.83M
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.98KNew |
$188K - $277K
|
2.98K
$339K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.89KNew |
$182K - $268K
|
2.89K
$328K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.86KNew |
$180K - $266K
|
2.86K
$325K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.85KNew |
$180K - $265K
|
2.85K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83KNew |
$178K - $263K
|
2.83K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.78KNew |
$175K - $258K
|
2.78K
$316K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.66K+ 9.61% |
$168K - $248K
|
30.4K
$3.45M
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.65K+ 13.2% |
$167K - $247K
|
22.7K
$2.59M
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$167K - $246K
|
2.65K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$167K - $246K
|
2.65K
$301K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.62KNew |
$165K - $243K
|
2.62K
$298K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.52KNew |
$159K - $234K
|
2.52K
$287K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.5KNew |
$158K - $232K
|
2.5K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.38KNew |
$150K - $221K
|
2.38K
$271K
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.36K+ 9.76% |
$149K - $219K
|
26.5K
$3.02M
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
2.35KNew |
$148K - $219K
|
2.35K
$267K
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
2.28K+ 18.09% |
$144K - $212K
|
14.9K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2K+ 54.59% |
$126K - $186K
|
5.67K
$645K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 23.36% |
$112K - $165K
|
9.36K
$1.06M
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.71K+ 2.69% |
$108K - $159K
|
65.3K
$7.42M
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.7K+ 10.47% |
$107K - $158K
|
17.9K
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.14K+ 16300.0% |
$71.9K - $106K
|
1.15K
$130K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 22.43% |
$71.8K - $106K
|
6.22K
$707K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.14K+ 14.09% |
$71.7K - $106K
|
9.21K
$1.05M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.13K+ 11.98% |
$71.3K - $105K
|
10.6K
$1.2M
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
1.02K+ 6.85% |
$63.9K - $94.3K
|
15.8K
$1.8M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
909+ 27.4% |
$57.3K - $84.5K
|
4.23K
$480K
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
828New |
$52.2K - $76.9K
|
828
$94.1K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
512New |
$32.3K - $47.6K
|
512
$58.2K
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
500+ 9.43% |
$31.5K - $46.5K
|
5.8K
$659K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
458New |
$28.9K - $42.6K
|
458
$52.1K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
426+ 2.16% |
$26.8K - $39.6K
|
20.1K
$2.29M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
410New |
$25.8K - $38.1K
|
410
$46.6K
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
308+ 0.8% |
$19.4K - $28.6K
|
39K
$4.44M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
285New |
$18K - $26.5K
|
285
$32.4K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
232New |
$14.6K - $21.6K
|
232
$26.4K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
205+ 128.93% |
$12.9K - $19.1K
|
364
$41.4K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200+ 42.55% |
$12.6K - $18.6K
|
670
$76.2K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 466.67% |
$7.94K - $11.7K
|
153
$17.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
112New |
$7.06K - $10.4K
|
112
$12.7K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
111+ 300.0% |
$6.99K - $10.3K
|
148
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
106+ 4.18% |
$6.68K - $9.85K
|
2.64K
$300K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
53New |
$3.34K - $4.93K
|
53
$6.02K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 170.59% |
$1.83K - $2.69K
|
46
$5.23K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
20+ 8.73% |
$1.26K - $1.86K
|
249
$28.3K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$1.26K - $1.86K
|
20
$2.27K
|