Purchases and Sales Made in Q1 2023 in Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT) during Q1 2023. The information is specifically focused on institutions that hold shares of PennyMac Mortgage Investment Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.68K+ 71.57% |
$52K - $72.4K
|
11.2K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 7.8% |
$49.9K - $69.4K
|
61.9K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.84K+ 3.25% |
$42.7K - $59.5K
|
122K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.48K+ 30.83% |
$38.7K - $53.9K
|
14.8K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.63K+ 22.02% |
$29.2K - $40.7K
|
14.6K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.46KNew |
$27.4K - $38.1K
|
2.46K
$36K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.23KNew |
$24.7K - $34.4K
|
2.23K
$32.6K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.96K+ 53.16% |
$21.8K - $30.4K
|
5.65K
$82.7K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.77K+ 1.96% |
$19.6K - $27.3K
|
92K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 7.54% |
$17.4K - $24.3K
|
22.4K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.54K+ 0.76% |
$17.1K - $23.8K
|
203K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 0.7% |
$16.7K - $23.3K
|
215K
$3.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.31K+ 1.98% |
$14.6K - $20.3K
|
67.4K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.3K+ 24.67% |
$14.5K - $20.1K
|
6.57K
$96.1K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.25KNew |
$13.9K - $19.4K
|
1.25K
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 2.91% |
$13.4K - $18.6K
|
42.5K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 9.92% |
$12.8K - $17.8K
|
12.7K
$186K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$11.9K - $16.5K
|
1.07K
$15.6K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
840New |
$9.34K - $13K
|
840
$12.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
765+ 32.43% |
$8.51K - $11.8K
|
3.12K
$45.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
644New |
$7.16K - $9.97K
|
644
$9.42K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
600New |
$6.67K - $9.29K
|
600
$8.78K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
500+ 3.64% |
$5.56K - $7.74K
|
14.2K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
363New |
$4.04K - $5.62K
|
363
$5.31K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
348+ 257.78% |
$3.87K - $5.39K
|
483
$7.07K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
270+ 1.64% |
$3K - $4.18K
|
16.8K
$246K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
258New |
$2.87K - $3.99K
|
258
$3.77K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
228+ 0.04% |
$2.54K - $3.53K
|
560K
$8.19M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
216+ 0.45% |
$2.4K - $3.34K
|
48.6K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
215+ 0.95% |
$2.39K - $3.33K
|
23K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
215+ 44.61% |
$2.39K - $3.33K
|
697
$10.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
210+ 0.82% |
$2.34K - $3.25K
|
25.8K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
204+ 1.92% |
$2.27K - $3.16K
|
10.8K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 14.81% |
$2.22K - $3.1K
|
1.55K
$22.7K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
159+ 7.99% |
$1.77K - $2.46K
|
2.15K
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
159+ 7.99% |
$1.77K - $2.46K
|
2.15K
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
137+ 0.38% |
$1.52K - $2.12K
|
36.2K
$530K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38+ 0.58% |
$423 - $588
|
6.62K
$96.9K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 2.7% |
$300 - $418
|
1.03K
$15K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
24+ 0.03% |
$267 - $372
|
78.1K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 2.52% |
$33.4 - $46.4
|
122
$1.78K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 2.7% |
$22.2 - $31
|
76
$1.11K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 31.03% |
$100 - $139
|
20
$293
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-19Closed |
$211 - $294
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-68- 0.33% |
$756 - $1.05K
|
20.3K
$298K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-73- 29.92% |
$812 - $1.13K
|
171
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-75- 0.66% |
$834 - $1.16K
|
11.2K
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-147- 8.88% |
$1.63K - $2.28K
|
1.51K
$22.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-188- 13.86% |
$2.09K - $2.91K
|
1.17K
$17.1K
|