PennyMac Mortgage Investment Trust Ownership | Who Owns PennyMac Mortgage Investment Trust?
PennyMac Mortgage Investment Trust Ownership Summary
PennyMac Mortgage Investment Trust is owned by 64.64% institutional investors, 1.02% insiders, and 34.34% retail investors. Blackrock is the largest institutional shareholder, holding 17.17% of PMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in PennyMac Mortgage Investment Trust shares.
PMT Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | PennyMac Mortgage Investment Trust | 64.64% | 1.02% | 34.34% |
Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
Industry | Mortgage REIT Stocks | 46.08% | 4.39% | 49.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 14.88M | 17.17% | $204.64M |
Vanguard group | 9.65M | 11.14% | $132.75M |
T. rowe price investment management | 5.99M | 6.91% | $82.39M |
State street | 3.40M | 3.92% | $46.72M |
Geode capital management | 1.99M | 2.30% | $27.37M |
Goldman sachs group | 1.60M | 1.84% | $21.99M |
Charles schwab investment management | 1.44M | 1.66% | $19.78M |
Morgan stanley | 1.31M | 1.51% | $17.99M |
Jpmorgan chase | 1.20M | 1.39% | $16.51M |
Northern trust | 876.09K | 1.01% | $12.05M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Axs investments | 131.97K | 0.51% | $1.81M |
Clearalpha technologies lp | 51.90K | 0.24% | $713.64K |
Dana investment advisors | 427.94K | 0.20% | $5.88M |
Truemark investments | 36.19K | 0.17% | $497.63K |
Gsa capital partners llp | 140.20K | 0.13% | $1.93M |
Shaolin capital management | 346.50K | 0.13% | $4.76B |
Centaurus financial | 139.10K | 0.13% | $1.91M |
Samalin investment counsel | 15.46K | 0.10% | $212.64K |
Rda financial network | 21.16K | 0.10% | $290.91K |
Alphacore capital | 23.80K | 0.08% | $327.26K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global etfs | 668.21K | 0.02% | 668.21K |
Norges bank | 582.31K | 0.00% | 582.31K |
Shaolin capital management | 346.50K | 0.13% | 346.50K |
Millennium management | 232.58K | 0.00% | 160.59K |
Van eck associates | 622.13K | 0.01% | 159.13K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global investments | - | - | -643.25K |
Advisors preferred | - | - | -291.73K |
Renaissance | - | - | -178.00K |
Blackrock | 14.88M | 0.00% | -172.12K |
Jane street group | 149.04K | 0.00% | -142.33K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 668.21K | 0.02% | 668.21K | $9.19M |
Norges bank | 582.31K | 0.00% | 582.31K | $8.01M |
Shaolin capital management | 346.50K | 0.13% | 346.50K | $4.76B |
Iii capital management | 100.00K | 0.06% | 100.00K | $1.38M |
Corebridge financial | 50.41K | 0.00% | 50.41K | $693.07K |
Sold Out
Holder | Change |
---|---|
Tradewinds capital management | -20.00 |
Rosenberg matthew hamilton | -40.00 |
Innealta capital | -45.00 |
Lindbrook capital | -74.00 |
Allworth financial lp | -79.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 207 | -1.90% | 56,148,363 | -1.30% | 64 | 1.51% | 89 | -23.93% | 73 | 30.36% |
Jun 30, 2024 | 208 | 2.97% | 56,868,215 | 2.93% | 65 | 1.61% | 115 | 29.21% | 56 | -18.84% |
Mar 31, 2024 | 202 | -0.49% | 55,251,305 | -4.96% | 63 | 2.33% | 89 | -19.09% | 69 | 7.81% |
Dec 31, 2023 | 203 | 7.41% | 58,133,165 | 0.89% | 52 | 1.20% | 110 | 41.03% | 64 | -13.51% |
Sep 30, 2023 | 189 | 3.85% | 57,619,384 | -1.92% | 66 | 1.51% | 78 | 2.63% | 74 | 10.45% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 5.56M | 6.40% | 5.82K |
T. Rowe Price Small-Cap Value | 3.45M | 3.97% | -106.87K |
Vanguard Total Stock Mkt Idx Inv | 2.75M | 3.17% | 4.47K |
iShares Russell 2000 ETF | 2.35M | 2.70% | -5.28K |
Vanguard Small Cap Index | 2.18M | 2.51% | 4.25K |
T. Rowe Price U.S. SC Value Eq Tr-Z | 1.88M | 2.17% | 42.64K |
Vanguard Small Cap Value Index Inv | 1.47M | 1.69% | -508.00 |
iShares Mortgage Real Estate Capped ETF | 1.35M | 1.55% | 5.56K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.23M | 1.41% | -37.79K |
Fidelity Small Cap Index | 906.39K | 1.04% | -17.12K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 25, 2024 | Lynch Catherine A. | - | Buy | $5.83K |
Oct 25, 2024 | Lynch Catherine A. | - | Buy | $5.74K |
Sep 03, 2024 | Jones Doug | Director, President & CMBO | Sell | $518.65K |
Aug 08, 2024 | Lynch Catherine A. | - | Buy | $11.49K |
Aug 08, 2024 | Lynch Catherine A. | - | Buy | $1.14K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | 5 | 1 |
2024 Q2 | 2 | - |
2024 Q1 | 1 | 5 |
2023 Q4 | 1 | 1 |
2023 Q3 | 5 | - |
PMT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools