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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87+ 0.11% |
$2.69K - $3.05K
|
78.1K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.15K- 16.71% |
$97.4K - $110K
|
15.7K
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$9.53K - $10.8K
|
308
$10.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.13KNew |
$190K - $215K
|
6.13K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.6K- 7.24% |
$49.5K - $56.1K
|
20.5K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
602New |
$18.6K - $21.1K
|
602
$20.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$309 - $351
|
10
$346
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.34KNew |
$134K - $152K
|
4.34K
$150K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30+ 0.12% |
$928 - $1.05K
|
24.1K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.35K- 98.19% |
$258K - $293K
|
154
$5.32K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370New |
$11.4K - $13K
|
370
$12.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.43MNew |
$48.9M - $52.3M
|
1.43M
$49.3M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-139- 1.87% |
$4.77K - $5.09K
|
7.3K
$252K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.39K- 46.31% |
$47.6K - $50.9K
|
1.61K
$55.6K
|
|
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 46.46% |
$11.4M - $12.2M
|
1.05M
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
609New |
$20.9K - $22.3K
|
609
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.53% |
$1.03K - $1.1K
|
5.6K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-128- 1.17% |
$4.39K - $4.69K
|
10.8K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-16.3K- 49.12% |
$560K - $598K
|
16.9K
$585K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.02K- 14.92% |
$69.2K - $73.9K
|
11.5K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.18% |
$446 - $476
|
7.33K
$253K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.03K- 25.15% |
$69.5K - $74.2K
|
6.03K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 22.3% |
$74.8K - $79.9K
|
7.6K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-243- 2.32% |
$8.33K - $8.9K
|
10.2K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 34.45% |
$49.4K - $52.7K
|
2.74K
$94.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 8.57% |
$1.15M - $1.22M
|
356K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
298K+ 60.41% |
$10.2M - $10.9M
|
791K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
699+ 1.09% |
$24K - $25.6K
|
65K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 1.15% |
$61.8K - $66K
|
159K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.52K- 47.13% |
$155K - $165K
|
5.07K
$175K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.9K+ 120.2% |
$408K - $436K
|
21.8K
$754K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$240 - $256
|
6.42K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.18KNew |
$109K - $116K
|
3.18K
$110K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 14.81% |
$46.7K - $49.9K
|
10.6K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.43KNew |
$289K - $309K
|
8.43K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$823 - $879
|
24
$830
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 20.12% |
$3.43K - $3.66K
|
397
$13.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-12.8K- 10.6% |
$438K - $467K
|
108K
$3.72M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
255K+ 29.98% |
$8.26M - $9.49M
|
1.1M
$38.2M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.33KNew |
$108K - $124K
|
3.33K
$115K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.2KNew |
$38.9K - $44.7K
|
1.2K
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$668K - $767K
|
20.6K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$335K - $385K
|
10.3K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$1.66M - $1.91M
|
51.3K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.37KNew |
$44.6K - $51.2K
|
1.37K
$47.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.57KNew |
$181K - $207K
|
5.57K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
942New |
$30.5K - $35.1K
|
942
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 7.97% |
$38.6K - $44.4K
|
13.8K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.85KNew |
$190K - $218K
|
5.85K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-100- 1.93% |
$3.24K - $3.73K
|
5.08K
$176K
|
|