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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
75
shares
|
$928
0.0% of portfolio
|
Q2 2022
Reduced 99.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
75
shares
|
$928
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
66
shares
|
$817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
66
shares
|
$817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
61
shares
|
$755
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$742
0.0% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
53
shares
|
$656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
38
shares
|
$470
0.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
37
shares
|
$458
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
23
shares
|
$284
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16
shares
|
$198
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|