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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.21KNew |
$71.7K - $82.3K
|
2.21K
$76.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.8KNew |
$318K - $365K
|
9.8K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
326+ 1.92% |
$10.6K - $12.1K
|
17.3K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.03K- 17.95% |
$65.9K - $75.7K
|
9.29K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50New |
$1.62K - $1.86K
|
50
$1.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.09K- 9.96% |
$100K - $115K
|
27.9K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 17.29% |
$44.1K - $50.7K
|
6.51K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$110K - $126K
|
3.39K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
72New |
$2.33K - $2.68K
|
72
$2.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-500- 6.03% |
$16.2K - $18.6K
|
7.79K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.22KNew |
$299K - $343K
|
9.22K
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
579+ 4.46% |
$18.8K - $21.6K
|
13.6K
$469K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
3.77K+ 150.36% |
$122K - $140K
|
6.27K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 35.69% |
$114K - $131K
|
6.34K
$219K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.14KNew |
$199K - $229K
|
6.14K
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.48K- 94.94% |
$48.1K - $55.2K
|
79
$2.73K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
547+ 2.51% |
$17.7K - $20.4K
|
22.4K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.71KNew |
$185K - $213K
|
5.71K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 21.83% |
$36.7K - $42.2K
|
4.06K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.58KClosed |
$213K - $245K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.38KNew |
$207K - $238K
|
6.38K
$221K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 0.51% |
$1.17K - $1.34K
|
7.09K
$245K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.31M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.8K- 51.69% |
$556K - $607K
|
15.7K
$543K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.7KNew |
$485K - $530K
|
14.7K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.7K- 5.9% |
$387K - $422K
|
186K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.11KNew |
$235K - $257K
|
7.11K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-38.2K- 76.07% |
$1.26M - $1.38M
|
12K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-333- 1.16% |
$11K - $12K
|
28.3K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.36K+ 39.5% |
$78.2K - $85.5K
|
8.35K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
484KNew |
$16M - $17.5M
|
484K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$83.6K - $91.4K
|
2.53K
$87.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
60.7K+ 26.33% |
$2.01M - $2.2M
|
291K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
802New |
$26.5K - $29K
|
802
$27.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
55.1KNew |
$1.82M - $1.99M
|
55.1K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$395K - $431K
|
11.9K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-177- 0.54% |
$5.86K - $6.4K
|
32.9K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-833- 4.06% |
$27.6K - $30.1K
|
19.7K
$680K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
27.8KNew |
$921K - $1.01M
|
27.8K
$962K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-730- 42.2% |
$24.2K - $26.4K
|
1K
$34.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$63.4K - $69.3K
|
1.92K
$66.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$497 - $542
|
15
$519
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.11KNew |
$36.6K - $40K
|
1.11K
$38.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-284- 0.68% |
$9.4K - $10.3K
|
41.8K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-874Closed |
$28.9K - $31.6K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.26K- 16.86% |
$141K - $154K
|
21K
$726K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 30.39% |
$61.2K - $74.2K
|
9.34K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.9KNew |
$166K - $201K
|
5.9K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.3KNew |
$432K - $523K
|
15.3K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
81New |
$2.28K - $2.76K
|
81
$2.8K
|
|