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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 5000.0% |
$36.4K - $43.3K
|
1.33K
$45.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$235K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 20.25% |
$115K - $137K
|
16.2K
$561K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 12.0% |
$25.6K - $30.5K
|
6.72K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 21.12% |
$58.5K - $69.6K
|
12K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.07KNew |
$86K - $102K
|
3.07K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
126New |
$3.53K - $4.19K
|
126
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 1.17% |
$4.23K - $5.02K
|
12.8K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$186K - $221K
|
6.64K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250New |
$7K - $8.32K
|
250
$8.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
573KNew |
$16M - $19.1M
|
573K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.83KNew |
$219K - $261K
|
7.83K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.37KNew |
$234K - $279K
|
8.37K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-39.6K- 22.37% |
$1.11M - $1.32M
|
137K
$4.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-112- 86.82% |
$3.14K - $3.73K
|
17
$588
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
869New |
$24.3K - $28.9K
|
869
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
579+ 7.23% |
$16.2K - $19.3K
|
8.58K
$297K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$423K - $503K
|
15.1K
$522K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.59KNew |
$185K - $219K
|
6.59K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.29KNew |
$92.2K - $110K
|
3.29K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
333+ 8.31% |
$9.32K - $11.1K
|
4.34K
$150K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$223K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-341- 10.21% |
$9.32K - $12K
|
3K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$410K - $527K
|
15K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
54.1KNew |
$1.48M - $1.9M
|
54.1K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.25KNew |
$34.1K - $43.9K
|
1.25K
$43.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.67KNew |
$128K - $164K
|
4.67K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
7.15KNew |
$195K - $251K
|
7.15K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
997New |
$27.2K - $35K
|
997
$34.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
28.2KNew |
$770K - $990K
|
28.2K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
300KNew |
$8.2M - $10.5M
|
300K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
624New |
$17.1K - $21.9K
|
624
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.94K+ 25.06% |
$53K - $68.1K
|
9.68K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
881New |
$24.1K - $30.9K
|
881
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$410K - $527K
|
15K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.9KNew |
$271K - $348K
|
9.9K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.77% |
$137 - $176
|
658
$22.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.3KNew |
$310K - $398K
|
11.3K
$392K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-150- 13.1% |
$4.1K - $5.27K
|
995
$34.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
343+ 4.64% |
$9.37K - $12K
|
7.73K
$267K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-825- 6.99% |
$22.5K - $29K
|
11K
$379K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-909- 0.28% |
$24.8K - $31.9K
|
329K
$11.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.5KNew |
$341K - $438K
|
12.5K
$431K
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
80KNew |
$2.19M - $2.81M
|
80K
$2.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.76% |
$137 - $176
|
661
$22.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 18.51% |
$33.7K - $43.4K
|
7.9K
$273K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.11KNew |
$30.4K - $39K
|
1.11K
$38.4K
|
|