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 230 institutions that hold shares in the stock, with a total of 60.2 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,625
shares
|
$60,356
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,371
shares
|
$43,991
0.01% of portfolio
|
Q1 2025
Added 27991.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,337
shares
|
$43,547
0.01% of portfolio
|
Q1 2023
Reduced 48.16%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,262
shares
|
$42,569
0.0% of portfolio
|
Q1 2025
Added 196.55%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
2,838
shares
|
$37,035
0.0% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,749
shares
|
$35,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,485
shares
|
$32,429
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,400
shares
|
$31,320
0.0% of portfolio
|
Q4 2024
Added 2042.86%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,147
shares
|
$28,018
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,000
shares
|
$26,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,616
shares
|
$21,088
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,580
shares
|
$20,619
0.0% of portfolio
|
Q3 2021
Reduced 16.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,518
shares
|
$19,809
0.0% of portfolio
|
Q1 2025
Reduced 48.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,500
shares
|
$19,575
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,423
shares
|
$18,570
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,267
shares
|
$16,534
0.0% of portfolio
|
Q2 2020
Added 0.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,254
shares
|
$16,364
0.0% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,123
shares
|
$14,655
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,079
shares
|
$14,080
0.0% of portfolio
|
Q1 2025
Added 39.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,068
shares
|
$13,937
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$13,050
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
970
shares
|
$12,658
0.0% of portfolio
|
Q2 2024
Reduced 23.62%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
683
shares
|
$8,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
667
shares
|
$8,704
0.0% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
628
shares
|
$8,195
0.0% of portfolio
|
Q1 2025
Added 40.49%
|