Purchases and Sales Made in Q3 2025 in Penny Mac Mortgage Investment Trust (PMT)
This table provides information about the institutional ownership of Penny Mac Mortgage Investment Trust (PMT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
41.2KNew |
$486K - $546K
|
41.2K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.2KNew |
$368K - $413K
|
31.2K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
21.4K+ 9.66% |
$253K - $284K
|
243K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.71K+ 22.11% |
$79.1K - $88.7K
|
37K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.91K+ 17.79% |
$22.5K - $25.3K
|
12.6K
$150K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
1.8K+ 2.05% |
$21.2K - $23.8K
|
89.5K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 57.72% |
$12.7K - $14.2K
|
2.94K
$34.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
329+ 304.63% |
$3.88K - $4.35K
|
437
$5.17K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
273New |
$3.22K - $3.61K
|
273
$3.23K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
107+ 0.58% |
$1.26K - $1.42K
|
18.7K
$221K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
82+ 6.43% |
$967 - $1.08K
|
1.36K
$16.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30New |
$354 - $397
|
30
$355
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$200 - $225
|
17
$201
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 81.25% |
$153 - $172
|
29
$343
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 1.73% |
$70.7 - $79.4
|
352
$4.16K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 3.29% |
$58.9 - $66.2
|
157
$1.86K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 2.7% |
$11.8 - $13.2
|
38
$450
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 39.13% |
$106 - $119
|
14
$166
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110- 0.36% |
$1.3K - $1.46K
|
30.3K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-194- 75.49% |
$2.29K - $2.57K
|
63
$745
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-682- 27.43% |
$8.04K - $9.02K
|
1.8K
$21.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.72% |
$8.25K - $9.26K
|
40K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.34K- 16.58% |
$62.9K - $70.6K
|
26.8K
$318K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.07K- 31.88% |
$95.2K - $107K
|
17.2K
$204K
|