Institutional Ownership Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $734 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,861
shares
|
$60,179
0.0% of portfolio
|
Q2 2025
Added 49.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,625
shares
|
$57,257
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,615
shares
|
$44,753
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,337
shares
|
$41,312
0.01% of portfolio
|
Q1 2023
Reduced 48.16%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
2,800
shares
|
$34,664
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,486
shares
|
$30,776
0.0% of portfolio
|
Q2 2025
Added 53.84%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,485
shares
|
$30,764
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,329
shares
|
$28,833
0.0% of portfolio
|
Q2 2025
Reduced 92.3%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,147
shares
|
$26,579
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,118
shares
|
$26,220
0.0% of portfolio
|
Q2 2025
Added 1741.74%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$24,760
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,936
shares
|
$23,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,866
shares
|
$23,101
0.0% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,785
shares
|
$22,098
0.0% of portfolio
|
Q2 2025
Added 184.24%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,580
shares
|
$19,560
0.0% of portfolio
|
Q3 2021
Reduced 16.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$18,570
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,423
shares
|
$17,616
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,303
shares
|
$16,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,275
shares
|
$15,784
0.0% of portfolio
|
Q2 2025
Reduced 37.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,267
shares
|
$15,685
0.0% of portfolio
|
Q2 2020
Added 0.39%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,169
shares
|
$14,472
0.0% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,068
shares
|
$13,221
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,058
shares
|
$13,098
0.0% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$12,380
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
970
shares
|
$12,008
0.0% of portfolio
|
Q2 2024
Reduced 23.62%
|