Latest Institutional Transactions on Phillips Edison & Company, Inc. (PECO)
This table provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.93% |
$302 - $336
|
975
$33.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
9.06KNew |
$304K - $338K
|
9.06K
$313K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4K+ 17.7% |
$582K - $648K
|
115K
$3.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$193K - $214K
|
5.75K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12.2K- 39.24% |
$408K - $454K
|
18.8K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.29K- 5.64% |
$144K - $160K
|
71.7K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.12KNew |
$172K - $191K
|
5.12K
$177K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.11K+ 4.43% |
$70.8K - $78.9K
|
49.8K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-197- 41.39% |
$6.61K - $7.35K
|
279
$9.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.04K- 15.48% |
$68.5K - $76.2K
|
11.1K
$385K
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 0.86% |
$34.8K - $37.9K
|
118K
$4.08M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-287- 2.18% |
$9.88K - $10.8K
|
12.9K
$446K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-119K- 83.77% |
$4.09M - $4.45M
|
23K
$795K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.84% |
$344 - $375
|
1.2K
$41.6K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.28K- 1.57% |
$78.6K - $85.6K
|
143K
$4.96M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.86K- 8.12% |
$236K - $257K
|
77.6K
$2.68M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.66K- 12.93% |
$126K - $137K
|
24.7K
$853K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13K+ 29.51% |
$447K - $486K
|
56.9K
$1.97M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.18% |
$4.41K - $4.8K
|
11K
$380K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.88KNew |
$237K - $258K
|
6.88K
$238K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-650K- 82.68% |
$22.4M - $24.4M
|
136K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
324K+ 54.86% |
$11.2M - $12.2M
|
915K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-727- 0.12% |
$25K - $27.3K
|
585K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
138K+ 615.88% |
$4.76M - $5.19M
|
161K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-646- 1.14% |
$22.2K - $24.2K
|
56.1K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
162New |
$5.58K - $6.07K
|
162
$5.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.12KNew |
$314K - $342K
|
9.12K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
970+ 4.17% |
$33.4K - $36.4K
|
24.2K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.76K+ 16.57% |
$130K - $141K
|
26.5K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.22K+ 25.25% |
$214K - $233K
|
30.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.5K+ 27.92% |
$2.94M - $3.2M
|
392K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 4.06% |
$1.46M - $1.59M
|
1.01M
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
41.4K+ 282.62% |
$1.43M - $1.55M
|
56.1K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-69.6K- 20.87% |
$2.4M - $2.61M
|
264K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.5K- 45.45% |
$86.1K - $93.7K
|
3K
$104K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.3K- 1.13% |
$44.6K - $48.5K
|
113K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.01% |
$34.4 - $37.5
|
7.36K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.47K- 27.88% |
$85K - $92.5K
|
6.38K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-908- 9.48% |
$31.3K - $34K
|
8.67K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.07K+ 2.99% |
$71.2K - $77.6K
|
71.2K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-900Closed |
$31K - $33.7K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.61K+ 284.11% |
$89.9K - $97.9K
|
3.53K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.99K- 53.25% |
$344K - $375K
|
8.77K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-249- 1.35% |
$8.57K - $9.34K
|
18.2K
$629K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.3K- 1.31% |
$3.28M - $3.57M
|
7.18M
$248M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
133+ 0.66% |
$4.58K - $4.99K
|
20.4K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-4.54K- 65.0% |
$156K - $170K
|
2.45K
$84.6K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-943- 13.6% |
$32.5K - $35.4K
|
5.99K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.9K+ 10.16% |
$1.79M - $1.95M
|
563K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.61K- 16.57% |
$124K - $135K
|
18.2K
$627K
|
|