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 226 institutions that hold shares in the stock, with a total of 59.1 Million shares, which have been reported (via 13F filing form) to have a value of $736 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,943
shares
|
$36,669
0.0% of portfolio
|
Q3 2025
Added 57.72%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
2,899
shares
|
$36,121
0.0% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,752
shares
|
$34,289
0.0% of portfolio
|
Q4 2025
Added 102.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,577
shares
|
$32,109
0.0% of portfolio
|
Q3 2025
Reduced 77.04%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,507
shares
|
$31,237
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,489
shares
|
$31,012
0.0% of portfolio
|
Q3 2025
Added 17.52%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,147
shares
|
$26,751
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$24,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,804
shares
|
$22,477
0.0% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,785
shares
|
$22,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,649
shares
|
$20,546
0.0% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,580
shares
|
$19,686
0.0% of portfolio
|
Q3 2021
Reduced 16.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$18,690
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,421
shares
|
$17,705
0.0% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,267
shares
|
$15,786
0.0% of portfolio
|
Q2 2020
Added 0.39%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,154
shares
|
$14,378
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,124
shares
|
$14,005
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,097
shares
|
$13,668
0.0% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,068
shares
|
$13,307
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,052
shares
|
$13,107
0.0% of portfolio
|
Q3 2025
Added 92.32%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$12,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
985
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
970
shares
|
$12,086
0.0% of portfolio
|
Q2 2024
Reduced 23.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
901
shares
|
$11,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
828
shares
|
$10,316
0.0% of portfolio
|
Q3 2025
New holding
|
|