Purchases and Sales Made in Q2 2025 in Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
955New |
$11.5K - $14K
|
955
$11.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
870+ 53.84% |
$10.5K - $12.7K
|
2.49K
$30K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
489New |
$5.9K - $7.14K
|
489
$5.89K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
455+ 1.02% |
$5.49K - $6.65K
|
44.9K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
434+ 1.74% |
$5.24K - $6.34K
|
25.4K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
384New |
$4.63K - $5.61K
|
384
$4.63K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
348+ 22.92% |
$4.2K - $5.08K
|
1.87K
$22.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
321+ 0.78% |
$3.87K - $4.69K
|
41.7K
$502K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
244+ 7.24% |
$2.95K - $3.56K
|
3.62K
$43.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
210New |
$2.53K - $3.07K
|
210
$2.53K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
194+ 307.94% |
$2.34K - $2.83K
|
257
$3.1K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
139New |
$1.68K - $2.03K
|
139
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
113New |
$1.36K - $1.65K
|
113
$1.36K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
108+ 0.59% |
$1.3K - $1.58K
|
18.5K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
96+ 0.02% |
$1.16K - $1.4K
|
557K
$6.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
90+ 8.34% |
$1.09K - $1.31K
|
1.17K
$14.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
66New |
$797 - $964
|
66
$795
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 0.65% |
$785 - $950
|
10.1K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53New |
$640 - $774
|
53
$639
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50New |
$604 - $731
|
50
$603
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49+ 0.4% |
$591 - $716
|
12.3K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
46+ 9.18% |
$555 - $672
|
547
$6.59K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 18.68% |
$205 - $248
|
108
$1.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 11.51% |
$193 - $234
|
155
$1.87K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5+ 1.47% |
$60.4 - $73.1
|
346
$4.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 2.7% |
$48.3 - $58.4
|
152
$1.83K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 8.57% |
$36.2 - $43.8
|
38
$458
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 4.55% |
$12.1 - $14.6
|
23
$277
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 2.78% |
$12.1 - $14.6
|
37
$446
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1New |
$12.1 - $14.6
|
1
$12.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 65.22% |
$362 - $438
|
16
$193
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-32- 5.56% |
$386 - $468
|
544
$6.56K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-38- 1.34% |
$459 - $555
|
2.8K
$33.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 44.95% |
$591 - $716
|
60
$723
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 2.41% |
$640 - $774
|
2.15K
$25.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 5.79% |
$785 - $950
|
1.06K
$12.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-67- 0.21% |
$809 - $979
|
32.2K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-70- 48.28% |
$845 - $1.02K
|
75
$904
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-152- 52.41% |
$1.83K - $2.22K
|
138
$1.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-186- 0.71% |
$2.25K - $2.72K
|
25.9K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.49% |
$2.41K - $2.92K
|
40.7K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-343- 19.42% |
$4.14K - $5.01K
|
1.42K
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-378- 91.97% |
$4.56K - $5.52K
|
33
$398
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-531- 5.33% |
$6.41K - $7.76K
|
9.44K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-649- 0.41% |
$7.83K - $9.48K
|
159K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-756- 37.22% |
$9.12K - $11K
|
1.28K
$15.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-817- 7.08% |
$9.86K - $11.9K
|
10.7K
$129K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-982- 4.8% |
$11.9K - $14.3K
|
19.5K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 79.74% |
$12.1K - $14.6K
|
254
$3.06K
|