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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
576
shares
|
$7,516
0.0% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
501
shares
|
$6,538
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,525
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$6,525
0.01% of portfolio
|
Q1 2022
Added 316.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
411
shares
|
$5,363
0.0% of portfolio
|
Q4 2024
Added 236.89%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
411
shares
|
$5,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
411
shares
|
$5,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
381
shares
|
$4,972
0.0% of portfolio
|
Q4 2024
Reduced 80.34%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
341
shares
|
$4,450
0.0% of portfolio
|
Q1 2025
Reduced 80.14%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
322
shares
|
$4,202
0.0% of portfolio
|
Q4 2024
Reduced 46.69%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
290
shares
|
$3,784
0.0% of portfolio
|
Q1 2025
Added 64.77%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
257
shares
|
$3,353
0.0% of portfolio
|
Q2 2025
Added 307.94%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
250
shares
|
$3,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
196
shares
|
$2,557
0.0% of portfolio
|
Q3 2021
Reduced 5.31%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
170
shares
|
$2,218
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$1,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
148
shares
|
$1,931
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
145
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Added 141.67%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
139
shares
|
$1,813
0.0% of portfolio
|
Q4 2023
Added 18.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
131
shares
|
$1,709
0.0% of portfolio
|
Q4 2022
Reduced 45.42%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
118
shares
|
$1,539
0.0% of portfolio
|
Q3 2024
Reduced 93.54%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$1,513
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
115
shares
|
$1,500
0.0% of portfolio
|
Q1 2025
Reduced 96.31%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
113
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
109
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Reduced 62.41%
|