Kaizen Financial Strategies - PENNYMAC MTG INVT TR ownership

PENNYMAC MTG INVT TR's ticker is PMT and the CUSIP is 70931T103. A total of 202 filers reported holding PENNYMAC MTG INVT TR in Q4 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kaizen Financial Strategies ownership history of PENNYMAC MTG INVT TR
ValueSharesWeighting
Q4 2022$176,755
-17.8%
12,258
-32.7%
0.18%
-19.7%
Q3 2022$215,000
-23.5%
18,210
-10.3%
0.22%
-21.3%
Q2 2022$281,000
-15.6%
20,309
+3.0%
0.28%
+6.1%
Q1 2022$333,000
-6.5%
19,713
-4.1%
0.26%
-2.2%
Q4 2021$356,000
-10.1%
20,564
+2.2%
0.27%
-16.3%
Q3 2021$396,000
+16.8%
20,112
+16.3%
0.32%
-1.2%
Q1 2021$339,000
+10.1%
17,295
-1.2%
0.32%
-5.6%
Q4 2020$308,00017,5030.34%
Other shareholders
PENNYMAC MTG INVT TR shareholders Q4 2021
NameSharesValueWeighting ↓
AXS Investments LLC 217,217$2,693,4910.70%
Smith, Graham & Co., Investment Advisors, LP 335,282$4,157,4970.52%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,507,911$18,6980.21%
CENTAURUS FINANCIAL, INC. 176,911$2,1940.19%
Claybrook Capital, LLC 23,400$290,1600.17%
RDA Financial Network 23,125$286,7500.12%
Samalin Investment Counsel, LLC 14,680$182,0360.10%
WOLVERINE ASSET MANAGEMENT LLC 583,107$7,230,5260.08%
AIGEN INVESTMENT MANAGEMENT, LP 29,186$361,9060.07%
B. Riley Wealth Advisors, Inc. 180,378$2,236,6850.06%
View complete list of PENNYMAC MTG INVT TR shareholders