A detailed history of Newbridge Financial Services Group, Inc. transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 8,849 shares of PECO stock, worth $322,546. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,849
Previous 7,054 25.45%
Holding current value
$322,546
Previous $230,000 44.78%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 12, 2024

BUY
$32.1 - $38.93 $57,619 - $69,879
1,795 Added 25.45%
8,849 $333,000
Q2 2024

Sep 11, 2024

SELL
$30.93 - $35.07 $22,455 - $25,460
-726 Reduced 9.33%
7,054 $230,000
Q1 2024

Apr 24, 2024

BUY
$34.3 - $36.64 $55,737 - $59,540
1,625 Added 26.4%
7,780 $279,000
Q4 2023

Mar 28, 2024

SELL
$32.43 - $37.25 $10,474 - $12,031
-323 Reduced 4.99%
6,155 $224,000
Q3 2023

Oct 17, 2023

SELL
$33.1 - $36.16 $23,136 - $25,275
-699 Reduced 9.74%
6,478 $217,000
Q2 2023

Jul 21, 2023

BUY
$28.14 - $34.09 $145,202 - $175,904
5,160 Added 255.83%
7,177 $244,000
Q1 2023

Apr 18, 2023

SELL
$30.04 - $34.47 $390 - $448
-13 Reduced 0.64%
2,017 $65,000
Q4 2022

Jan 17, 2023

SELL
$28.0 - $33.27 $27,888 - $33,136
-996 Reduced 32.91%
2,030 $0
Q3 2022

Oct 13, 2022

BUY
$27.33 - $35.13 $54 - $70
2 Added 0.07%
3,026 $85,000
Q2 2022

Jul 15, 2022

SELL
$31.26 - $36.04 $19,006 - $21,912
-608 Reduced 16.74%
3,024 $101,000
Q1 2022

Apr 26, 2022

BUY
$30.58 - $35.22 $111,066 - $127,919
3,632 New
3,632 $125,000

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 $4.25B
  • 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 Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. 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 Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.