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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
955
shares
|
$11,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
547
shares
|
$6,771
0.0% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
544
shares
|
$6,734
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$6,190
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
500
shares
|
$6,190
0.01% of portfolio
|
Q1 2022
Added 316.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
489
shares
|
$6,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
411
shares
|
$5,088
0.0% of portfolio
|
Q2 2025
Reduced 91.97%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
411
shares
|
$5,088
0.0% of portfolio
|
Q4 2024
Added 236.89%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
384
shares
|
$4,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
381
shares
|
$4,716
0.0% of portfolio
|
Q4 2024
Reduced 80.34%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
346
shares
|
$4,283
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
322
shares
|
$3,986
0.0% of portfolio
|
Q4 2024
Reduced 46.69%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
257
shares
|
$3,181
0.0% of portfolio
|
Q2 2025
Added 307.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
254
shares
|
$3,144
0.0% of portfolio
|
Q2 2025
Reduced 79.74%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
210
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
196
shares
|
$2,426
0.0% of portfolio
|
Q3 2021
Reduced 5.31%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
155
shares
|
$1,918
0.0% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
152
shares
|
$1,881
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
144
shares
|
$1,782
0.0% of portfolio
|
Q2 2025
Reduced 94.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
139
shares
|
$1,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
138
shares
|
$1,708
0.0% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
131
shares
|
$1,621
0.0% of portfolio
|
Q4 2022
Reduced 45.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116
shares
|
$1,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
113
shares
|
$1,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
108
shares
|
$1,337
0.0% of portfolio
|
Q2 2025
Added 18.68%
|