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 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9.55KNew |
$269K - $326K
|
9.55K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
904+ 2.79% |
$25.4K - $30.8K
|
33.3K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$296K - $359K
|
10.5K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.62% |
$1.13K - $1.36K
|
6.48K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
816New |
$23K - $27.8K
|
816
$28.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.34K- 12.79% |
$122K - $148K
|
29.6K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-936- 2.07% |
$26.3K - $31.9K
|
44.3K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
842New |
$23.7K - $28.7K
|
842
$29.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.11KNew |
$31.3K - $38K
|
1.11K
$38.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-2.72K- 21.93% |
$76.5K - $92.7K
|
9.68K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.12KNew |
$144K - $174K
|
5.12K
$177K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.56KNew |
$185K - $224K
|
6.56K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-355- 5.87% |
$9.99K - $12.1K
|
5.7K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6K- 25.03% |
$73.1K - $88.5K
|
7.78K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-765- 11.12% |
$21.5K - $26.1K
|
6.12K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.16K- 3.94% |
$32.6K - $39.5K
|
28.2K
$976K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.98K- 31.57% |
$140K - $170K
|
10.8K
$373K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.88K- 17.82% |
$52.8K - $64K
|
8.65K
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.59KNew |
$101K - $122K
|
3.59K
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$52.1K - $63.1K
|
1.85K
$64K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
6.45KNew |
$182K - $220K
|
6.45K
$223K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.26KNew |
$35.4K - $42.9K
|
1.26K
$43.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.25KNew |
$176K - $213K
|
6.25K
$216K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.57K- 50.08% |
$44.2K - $53.6K
|
1.57K
$54.2K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.23KNew |
$36.8K - $42.2K
|
1.23K
$42.3K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.34KNew |
$281K - $322K
|
9.34K
$323K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-53.6K- 40.34% |
$1.61M - $1.85M
|
79.3K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.34KNew |
$190K - $219K
|
6.34K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9KNew |
$270K - $310K
|
9K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
28.9KNew |
$869K - $997K
|
28.9K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$204K - $234K
|
6.8K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 5.92% |
$12K - $13.8K
|
7.16K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-445Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
28.8KNew |
$867K - $994K
|
28.8K
$997K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.23KNew |
$187K - $215K
|
6.23K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-239- 2.3% |
$7.18K - $8.24K
|
10.2K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-46.3K- 57.25% |
$1.39M - $1.6M
|
34.6K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70New |
$2.1K - $2.41K
|
70
$2.42K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$77.3K - $88.7K
|
2.57K
$89K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
716New |
$21.5K - $24.7K
|
716
$24.8K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.68K- 4.04% |
$80.6K - $92.4K
|
63.8K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189New |
$5.68K - $6.51K
|
189
$6.53K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.45K- 24.61% |
$73.6K - $84.5K
|
7.51K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.47KNew |
$44.2K - $50.8K
|
1.47K
$50.9K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.58KNew |
$258K - $296K
|
8.58K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$12K - $13.8K
|
400
$13.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.26KNew |
$218K - $250K
|
7.26K
$251K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-777- 43.73% |
$23.3K - $26.8K
|
1K
$34.6K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$454K - $539K
|
16.2K
$560K
|
|