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Pennymac Corp

CUSIP: 70932AAB9 | 85 institutional holders

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2020

American Financial Group Inc50,341,000
0.1% of portfolio›$48.6K
Thompson Investment Management, Inc.27,100,000
0.1% of portfolio›$26.1K
Westwood Holdings Group Inc17,800,000
0.0% of portfolio›$17.8K
Soros Fund Management LLC17,750,000
0.0% of portfolio›$17.4K
FMR LLC16,245,000
0.0% of portfolio›$15.6K
Piper Sandler & Co.12,640,000
10.3% of portfolio›$12.2K
Raymond James & Associates11,215,500
0.0% of portfolio›$10.8K
Russell Investments Group, Ltd.3,911,000
0.0% of portfolio›$3.8K
Yorktown Management & Research Co Inc3,750,000
0.1% of portfolio›$3.6K
SSI Investment Management LLC2,000,000
0.1% of portfolio›$1.9K
JPMorgan Chase & Co1,203,000
0.0% of portfolio›$1.2K
AQR Arbitrage LLC1,000,000
0.0% of portfolio›$966
Stifel Financial Corp250,889
0.0% of portfolio›$251
Falcon Point Capital, LLC250,000
0.0% of portfolio›$240
Sculati Wealth Management, LLC201,000
0.0% of portfolio›$193
Chicago Partners Investment Group LLC200,000
0.0% of portfolio›$199
Nomura Holdings Inc172,077
0.0% of portfolio›$18
Wells Fargo & Company165,000
0.0% of portfolio›$159
Central Trust Co150,000
0.0% of portfolio›$144
Royal Bank of Canada139,998
0.0% of portfolio›$135
Altium Wealth Management LLC115,000
0.0% of portfolio›$111
Portfolio Strategies, Inc.55,000
0.0% of portfolio›$53
Optas, LLC44,000
0.0% of portfolio›$42
Morgan Stanley22,000
0.0% of portfolio›$21
Creative Planning20,000
0.0% of portfolio›$19
Gradient Investments LLC16,000
0.0% of portfolio›$15
UBS Group AG15,000
0.0% of portfolio›$14
Capital Counsel LLC15,000
0.0% of portfolio›$15
Raymond James Financial Services Advisors, Inc.11,000
0.0% of portfolio›$11
IAG Wealth Partners, LLC10,000
0.0% of portfolio›$10
Truist Financial Corp10,000
0.0% of portfolio›$10
Bank of America Corp9,000
0.0% of portfolio›$9
Artemis Wealth Advisors, LLC250
0.0% of portfolio›$242
Osaic Holdings, Inc.7
0.0% of portfolio›$7
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
American Financial Group Inc
50,341,000$48.6K0.1%YieldMediumCincinnati, OH2020-05-12
Thompson Investment Management, Inc.
27,100,000$26.1K0.1%ValueMediumMadison, WI2020-04-23
Westwood Holdings Group Inc
17,800,000$17.8K0.0%ValueMediumDallas, TX2020-05-15
Soros Fund Management LLC
17,750,000$17.4K0.0%CoreVery HighNew York, NY2020-05-15
FMR LLC
16,245,000$15.6K0.0%GrowthMediumBoston, MA2020-05-14
Piper Sandler & Co.
12,640,000$12.2K10.3%GARPVery HighMinneapolis, MN2020-05-14
Raymond James & Associates
11,215,500$10.8K0.0%N/AN/ASt Petersburg, FL2020-04-21
Russell Investments Group, Ltd.
3,911,000$3.8K0.0%CoreLowSeattle, WA2020-05-06
Yorktown Management & Research Co Inc
3,750,000$3.6K0.1%MomentumMediumForest, VA2020-04-29
SSI Investment Management LLC
2,000,000$1.9K0.1%Agg GrowthMediumLos Angeles, CA2020-05-13
JPMorgan Chase & Co
1,203,000$1.2K0.0%GrowthMediumNew York, NY2020-05-12
AQR Arbitrage LLC
1,000,000$9660.0%Deep ValueVery HighGreenwich, CT2020-05-15
Stifel Financial Corp
250,889$2510.0%CoreLowSt. Louis, MO2020-05-14
Falcon Point Capital, LLC
250,000$2400.0%N/AN/ASan Francisco, CA2020-04-22
Sculati Wealth Management, LLC
201,000$1930.0%CoreLowBloomfield Hills, MI2020-05-22
Chicago Partners Investment Group LLC
200,000$1990.0%GARPLowChicago, IL2020-04-22
Nomura Holdings Inc
172,077$180.0%GrowthHighTokyo, Mexico2020-05-15
Wells Fargo & Company
165,000$1590.0%CoreLowSan Francisco, CA2020-05-14
Central Trust Co
150,000$1440.0%CoreLowJefferson City, MO2020-04-17
Royal Bank of Canada
139,998$1350.0%CoreLowToronto, Australia2020-06-16
Altium Wealth Management LLC
115,000$1110.0%N/AN/APurchase, NY2020-04-23
Portfolio Strategies, Inc.
55,000$530.0%ETFMediumMontvale, NJ2020-05-01
Optas, LLC
44,000$420.0%CoreMediumDripping Springs, TX2020-04-14
Morgan Stanley
22,000$210.0%CoreLowNew York, NY2020-05-26
Creative Planning
20,000$190.0%IndexVery LowOverland Park, KS2020-05-05
Gradient Investments LLC
16,000$150.0%CoreMediumArden Hills, MN2020-04-07
UBS Group AG
15,000$140.0%CoreMediumZurich, Switzerland2020-05-01
Capital Counsel LLC
15,000$150.0%GrowthVery LowNew York, NY2020-05-15
Raymond James Financial Services Advisors, Inc.
11,000$110.0%GrowthVery LowSt. Petersburg, FL2020-04-21
IAG Wealth Partners, LLC
10,000$100.0%ETFLowWaukesha, WI2021-02-11
Truist Financial Corp
10,000$100.0%CoreLowCharlotte, NC2021-11-05
Bank of America Corp
9,000$90.0%CoreLowCharlotte, NC2020-05-15
Artemis Wealth Advisors, LLC
250$2420.0%ETFLowPort Washington, NY2023-09-05
Osaic Holdings, Inc.
7$70.0%IndexLowScottsdale, AZ2020-05-18
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2020-05-13