PMO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $9.21
52W Range $9–$11

PMO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.62Paid monthly
5Y Div CAGR≈-6.0%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.05USD≈5.5%
Aug 24, 2026$0.05USD≈4.9%
Jul 24, 2026$0.05USD≈4.8%
Jun 23, 2026$0.05USD≈4.5%
May 21, 2026$0.04USD≈4.6%
Apr 23, 2026$0.04USD≈4.5%
Mar 24, 2026$0.04USD≈4.6%
Feb 20, 2026$0.04USD≈4.3%
Jan 23, 2026$0.04USD≈4.4%
Dec 15, 2025$0.04USD≈4.3%
Nov 17, 2025$0.04USD≈4.3%
Oct 17, 2025$0.04USD≈4.3%
Sep 18, 2025$0.04USD≈4.2%
Aug 18, 2025$0.04USD≈4.4%
Jul 18, 2025$0.04USD≈4.4%
Jun 16, 2025$0.04USD≈4.4%
May 19, 2025$0.04USD≈4.2%
Apr 17, 2025$0.04USD≈4.3%
Mar 17, 2025$0.04USD≈4.1%
Feb 24, 2025$0.04USD≈3.9%

Institutional owners (13F) 91 filers · $84.7M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 91
Value held $84.7M
New positions 8
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-3 vs prior Q) 6 (0 vs prior Q) 17 (-9 vs prior Q) 28 (+7 vs prior Q) +646K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
RIVERNORTH CAPITAL MANAGEMENT, LLC $10,002,903 949,042 11.82% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $6,801,072 645,263 8.03% Shares
Advisors Asset Management, Inc. $6,402,281 598,344 7.56% Shares
MELFA WEALTH MANAGEMENT, INC. $4,843,192 459,506 5.72% Shares
MORGAN STANLEY $4,672,384 443,299 5.52% Shares
GUGGENHEIM CAPITAL LLC $4,540,042 430,744 5.36% Shares
Allspring Global Investments Holdings, LLC $3,240,323 307,431 3.83% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,230,810 306,528 3.82% Shares
WELLS FARGO & COMPANY/MN $2,957,882 280,634 3.49% Shares
VAN ECK ASSOCIATES CORP $2,699,800 256,148 3.19% Shares
Invesco Ltd. $2,492,710 236,500 2.94% Shares
1607 Capital Partners, LLC $2,230,359 211,609 2.63% Shares
AMERIPRISE FINANCIAL INC $2,213,375 209,998 2.61% Shares
Pathstone Holdings, LLC $2,142,129 203,238 2.53% Shares
BANK OF AMERICA CORP /DE/ $2,077,573 197,113 2.45% Shares
LPL Financial LLC $1,881,274 178,489 2.22% Shares
ENVESTNET ASSET MANAGEMENT INC $1,745,449 165,602 2.06% Shares
Worthington Financial Partners, LLC $1,426,514 135,343 1.69% Shares
UBS Group AG $1,305,379 123,850 1.54% Shares
Fiera Capital Corp $988,146 93,752 1.17% Shares
Nova R Wealth, Inc. $980,842 93,059 1.16% Shares
Intellus Advisors LLC $961,427 91,217 1.14% Shares
STIFEL FINANCIAL CORP $909,343 86,275 1.07% Shares
RAYMOND JAMES FINANCIAL INC $876,916 83,199 1.04% Shares
SMITH, MOORE & CO. $840,551 79,749 0.99% Shares
Rockefeller Capital Management L.P. $814,068 77,236 0.96% Shares
Capital Investment Advisors, LLC $774,209 73,454 0.91% Shares
Thomas J. Herzfeld Advisors, Inc. $745,178 70,700 0.88% Shares
Noble Wealth Management PBC $723,851 79,196 0.86% Shares
Bank of New York Mellon Corp $629,919 59,765 0.74% Shares
RIVERBRIDGE PARTNERS LLC $609,281 57,807 0.72% Shares
OSAIC HOLDINGS, INC. $466,435 44,254 0.55% Shares
Summit Trail Advisors, LLC $426,461 40,461 0.50% Shares
Cyndeo Wealth Partners, LLC $393,667 37,350 0.47% Shares
&PARTNERS $335,636 31,844 0.40% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $329,839 31,294 0.39% Shares
ROYAL BANK OF CANADA $309,000 29,331 0.37% Shares
TORONTO DOMINION BANK $296,174 28,100 0.35% Shares
Stratos Wealth Partners, LTD. $273,302 25,930 0.32% Shares
Generation Capital Management LLC $239,764 22,748 0.28% Shares
Closed-End Fund Advisors, Inc. $228,086 21,640 0.27% Shares
Ackerman Capital Advisors, LLC $223,617 21,216 0.26% Shares
Focus Partners Wealth $221,435 21,009 0.26% Shares
Cresset Asset Management, LLC $213,962 20,300 0.25% Shares
OPPENHEIMER & CO INC $212,908 20,200 0.25% Shares
Catalina Capital Group, LLC $211,305 20,515 0.25% Shares
Burford Brothers, Inc. $209,746 19,900 0.25% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $208,460 19,778 0.25% Shares
Concurrent Investment Advisors, LLC $193,304 18,340 0.23% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $189,872 18,014 0.22% Shares

Show all 91 institutional owners →

Activists & 5%+ owners 2 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos, Steven Samuels ×3 filings Aug. 21, 2017 · Initial filing · SEC
Karpus Management, Inc., d/b/a Karpus Investment Management I.D. ×17 filings Dec. 30, 2011 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 25 insiders · 1 officers · 21 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Aaron M Cooper EVP & Chief Operating Officer July 11, 2023 P 34,373 0 0 $0
Manoj P Singh Director June 5, 2023 P 101 0 0 $0
Mona Sutphen Director Dec. 1, 2022 P 89 0 0 $0
Marie Pillai Director Oct. 10, 2022 P 100 0 0 $0
Catharine B Hill Director Feb. 4, 2019 P 100 0 0 $0
Liaquat Ahamed Director Jan. 8, 2013 P 100 0 0 $0
Katinka Domotorffy Director Dec. 5, 2012 P 100 0 0 $0
Elizabeth T Kennan Director Jan. 10, 2012 P 100 0 0 $0
Ravi Akhoury Director July 1, 2009 J 100 0 0 $0
Thomas W Stephens Director July 1, 2009 J 100 0 0 $0
Robert J Darretta Director April 4, 2008 P 100 0 0 $0
Kenneth R Leibler Director Feb. 25, 2008 J 287 0 0 $0
Myra R Drucker Director Feb. 25, 2008 J 322 0 0 $0
Richard B Worley Director Feb. 25, 2008 J 304 0 0 $0
Charles E Haldeman Director Feb. 25, 2008 J 806 0 0 $0
George Putnam III Director Feb. 25, 2008 J 3,789 0 0 $0
Charles B Curtis Director Feb. 25, 2008 J 351 0 0 $0
Paul L Joskow Director Feb. 25, 2008 J 387 0 0 $0
Jameson A Baxter Director Feb. 25, 2008 J 4,282 0 0 $0
Robert E Patterson Director Feb. 25, 2008 J 655 0 0 $0
John A Hill Director Feb. 25, 2008 J 380 0 0 $0
Nicholas W Thorndike Director May 18, 2004 S 0 0 0 $0
KARPUS MANAGEMENT, INC. 10% owner Nov. 15, 2010 P 204,377 0 0 $0
Robert L Reynolds · Sept. 8, 2014 P 100 0 0 $0
Barbara M Baumann · July 2, 2010 P 100 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
XMPT · VanEck ETF Trust 1.22% 261,926 NS July 31, 2026 N-PORT

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