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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
28.9KNew |
$869K - $997K
|
28.9K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$204K - $234K
|
6.8K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.4KNew |
$371K - $426K
|
12.4K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
28.8KNew |
$867K - $994K
|
28.8K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 5.92% |
$12K - $13.8K
|
7.16K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-445Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-239- 2.3% |
$7.18K - $8.24K
|
10.2K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.23KNew |
$187K - $215K
|
6.23K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-46.3K- 57.25% |
$1.39M - $1.6M
|
34.6K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70New |
$2.1K - $2.41K
|
70
$2.73K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
716New |
$21.5K - $24.7K
|
716
$27.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$77.3K - $88.7K
|
2.57K
$100K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.68K- 4.04% |
$80.6K - $92.4K
|
63.8K
$2.49M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189New |
$5.68K - $6.51K
|
189
$7.37K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.45K- 24.61% |
$73.6K - $84.5K
|
7.51K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.47KNew |
$44.2K - $50.8K
|
1.47K
$57.5K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.58KNew |
$258K - $296K
|
8.58K
$335K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.33KNew |
$190K - $218K
|
6.33K
$247K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-842- 10.05% |
$25.3K - $29K
|
7.53K
$294K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.26KNew |
$218K - $250K
|
7.26K
$283K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$12K - $13.8K
|
400
$15.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-777- 43.73% |
$23.3K - $26.8K
|
1K
$39K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$454K - $539K
|
16.2K
$632K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 5000.0% |
$36.4K - $43.3K
|
1.33K
$51.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$265K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 20.25% |
$115K - $137K
|
16.2K
$633K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 12.0% |
$25.6K - $30.5K
|
6.72K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.07KNew |
$86K - $102K
|
3.07K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
126New |
$3.53K - $4.19K
|
126
$4.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 1.17% |
$4.23K - $5.02K
|
12.8K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.83KNew |
$219K - $261K
|
7.83K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
573KNew |
$16M - $19.1M
|
573K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250New |
$7K - $8.32K
|
250
$9.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 21.12% |
$58.5K - $69.6K
|
12K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$186K - $221K
|
6.64K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-243- 3.06% |
$6.8K - $8.08K
|
7.7K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.37KNew |
$234K - $279K
|
8.37K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-39.6K- 22.37% |
$1.11M - $1.32M
|
137K
$5.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-112- 86.82% |
$3.14K - $3.73K
|
17
$663
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
579+ 7.23% |
$16.2K - $19.3K
|
8.58K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
869New |
$24.3K - $28.9K
|
869
$33.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$423K - $503K
|
15.1K
$589K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.59KNew |
$185K - $219K
|
6.59K
$257K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.29KNew |
$92.2K - $110K
|
3.29K
$128K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
333+ 8.31% |
$9.32K - $11.1K
|
4.34K
$169K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$252K
|
|