A detailed history of Lpl Financial LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 329,168 shares of PECO stock, worth $12.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
329,168
Previous 286,494 14.9%
Holding current value
$12.8 Million
Previous $9.37 Million 32.45%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$32.1 - $38.93 $1.37 Million - $1.66 Million
42,674 Added 14.9%
329,168 $12.4 Million
Q2 2024

Aug 07, 2024

SELL
$30.93 - $35.07 $1.03 Million - $1.17 Million
-33,275 Reduced 10.41%
286,494 $9.37 Million
Q1 2024

May 10, 2024

SELL
$34.3 - $36.64 $1.84 Million - $1.96 Million
-53,599 Reduced 14.36%
319,769 $11.5 Million
Q4 2023

Feb 14, 2024

BUY
$32.43 - $37.25 $821,549 - $943,654
25,333 Added 7.28%
373,368 $13.6 Million
Q3 2023

Nov 13, 2023

BUY
$33.1 - $36.16 $3.1 Million - $3.39 Million
93,719 Added 36.85%
348,035 $11.7 Million
Q2 2023

Jul 31, 2023

SELL
$28.14 - $34.09 $355,971 - $431,238
-12,650 Reduced 4.74%
254,316 $8.67 Million
Q1 2023

May 10, 2023

SELL
$30.04 - $34.47 $1.81 Million - $2.08 Million
-60,404 Reduced 18.45%
266,966 $8.71 Million
Q4 2022

Feb 07, 2023

SELL
$28.0 - $33.27 $3.63 Million - $4.32 Million
-129,801 Reduced 28.39%
327,370 $10.4 Million
Q3 2022

Nov 14, 2022

BUY
$27.33 - $35.13 $1.13 Million - $1.46 Million
41,489 Added 9.98%
457,171 $12.8 Million
Q2 2022

Aug 12, 2022

BUY
$31.26 - $36.04 $13 Million - $15 Million
415,682 New
415,682 $13.9 Million

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.55B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.