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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
762
shares
|
$9,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
535
shares
|
$6,666
0.0% of portfolio
|
Q3 2025
Added 710.61%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$6,230
0.01% of portfolio
|
Q1 2022
Added 316.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,230
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
437
shares
|
$5,445
0.0% of portfolio
|
Q3 2025
Added 304.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
413
shares
|
$5,145
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
352
shares
|
$4,385
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
342
shares
|
$4,261
0.0% of portfolio
|
Q3 2025
Reduced 37.13%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
294
shares
|
$3,663
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
273
shares
|
$3,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
196
shares
|
$2,442
0.0% of portfolio
|
Q3 2021
Reduced 5.31%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
195
shares
|
$2,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
157
shares
|
$1,956
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
142
shares
|
$1,769
0.0% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
131
shares
|
$1,632
0.0% of portfolio
|
Q4 2022
Reduced 45.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$1,445
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
87
shares
|
$1,084
0.0% of portfolio
|
Q3 2025
Reduced 36.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
85
shares
|
$1,059
0.0% of portfolio
|
Q3 2025
Reduced 40.97%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
75
shares
|
$934
0.0% of portfolio
|
Q2 2022
Reduced 99.83%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
73
shares
|
$909
0.0% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
61
shares
|
$760
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
60
shares
|
$747
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
38
shares
|
$473
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
37
shares
|
$461
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
30
shares
|
$373
0.0% of portfolio
|
Q3 2025
New holding
|
|