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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
967New |
$26.4K - $34K
|
967
$33.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.81% |
$1.28K - $1.65K
|
5.83K
$201K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 5.9% |
$24K - $30.8K
|
15.7K
$544K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.5K+ 21.15% |
$40.9K - $52.6K
|
8.57K
$296K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.04M - $1.33M
|
37.9K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.26KNew |
$34.5K - $44.4K
|
1.26K
$43.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
332New |
$9.07K - $11.7K
|
332
$11.5K
|
|
| Q2 2022 | |||||||
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.82KClosed |
$182K - $210K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
CALL |
-17.5KClosed |
$547K - $631K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-181Closed |
$5.66K - $6.52K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$469K - $541K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.23KClosed |
$195K - $225K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.8K- 49.25% |
$306K - $353K
|
10.1K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-762Closed |
$23.8K - $27.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.8KClosed |
$368K - $424K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.55KNew |
$205K - $236K
|
6.55K
$226K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.55KClosed |
$205K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-696Closed |
$21.8K - $25.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.31KClosed |
$229K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-21KClosed |
$656K - $757K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$41.6K - $48K
|
1.33K
$46K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6KClosed |
$187K - $216K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.6KNew |
$269K - $310K
|
8.6K
$297K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-800- 10.53% |
$25K - $28.8K
|
6.8K
$235K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-19.9KClosed |
$621K - $716K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85.6KClosed |
$2.67M - $3.08M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-42.5K- 50.0% |
$1.33M - $1.53M
|
42.5K
$1.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
333New |
$10.4K - $12K
|
333
$11.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$76K - $87.6K
|
2.43K
$84.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-221K- 33.0% |
$6.89M - $7.95M
|
448K
$15.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.58KClosed |
$206K - $237K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20.8KClosed |
$650K - $750K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90New |
$2.81K - $3.24K
|
90
$3.11K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
900New |
$28.1K - $32.4K
|
900
$31.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 32.1% |
$838K - $966K
|
56.7K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
217New |
$6.78K - $7.82K
|
217
$7.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.89KClosed |
$216K - $248K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
11.4KNew |
$358K - $412K
|
11.4K
$396K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.03K- 96.12% |
$94.6K - $109K
|
122
$4.22K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.99KClosed |
$250K - $288K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
572New |
$17.9K - $20.6K
|
572
$19.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.27KNew |
$290K - $334K
|
9.27K
$320K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$41.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 6.94% |
$25.8K - $29.7K
|
11.1K
$382K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$78.2K - $90.1K
|
2.5K
$86.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.3KNew |
$571K - $658K
|
18.3K
$632K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24KNew |
$70.1K - $80.9K
|
2.24K
$77.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 63.14% |
$142K - $164K
|
11.7K
$406K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
571New |
$17.8K - $20.6K
|
571
$19.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.46K- 7.89% |
$45.7K - $52.7K
|
17.1K
$590K
|
|