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 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-126- 1.44% |
$4.34K - $4.72K
|
8.65K
$299K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.52K- 39.01% |
$86.7K - $94.4K
|
3.94K
$136K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-320- 20.78% |
$11K - $12K
|
1.22K
$42.2K
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-23.8K- 7.85% |
$821K - $894K
|
280K
$9.68M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.45K+ 5.96% |
$84.5K - $92K
|
43.6K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
147K+ 4.63% |
$5.07M - $5.53M
|
3.33M
$115M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.47K- 1.97% |
$85K - $92.5K
|
123K
$4.25M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 46.09% |
$53.7K - $58.5K
|
1.83K
$63.1K
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
448+ 1.31% |
$15.4K - $16.8K
|
34.6K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.91K+ 5.49% |
$307K - $334K
|
171K
$5.92M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.37% |
$34.4 - $37.5
|
269
$9.3K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.09KNew |
$210K - $228K
|
6.09K
$210K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$241 - $262
|
7
$242
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-208K- 11.97% |
$7.16M - $7.8M
|
1.53M
$52.9M
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
60.2KNew |
$2.07M - $2.26M
|
60.2K
$2.08M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
24.6K+ 12.7% |
$846K - $921K
|
218K
$7.54M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
303+ 3.65% |
$10.4K - $11.4K
|
8.61K
$298K
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.43K+ 6.73% |
$187K - $204K
|
86.1K
$2.98M
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.4K- 1.41% |
$117K - $127K
|
238K
$8.21M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-424- 2.85% |
$14.6K - $15.9K
|
14.4K
$499K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.77KNew |
$268K - $291K
|
7.77K
$269K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$15.6K - $17K
|
453
$15.7K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
987+ 13.0% |
$34K - $37K
|
8.58K
$297K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.83K- 14.62% |
$166K - $181K
|
28.2K
$974K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
890KNew |
$30.6M - $33.4M
|
890K
$30.8M
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-18K- 60.12% |
$620K - $675K
|
11.9K
$413K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
44New |
$1.51K - $1.65K
|
44
$1.52K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.3K+ 9.72% |
$1.32M - $1.43M
|
432K
$14.9M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.01% |
$103 - $112
|
41.8K
$1.44M
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
91.5K+ 29.96% |
$3.15M - $3.43M
|
397K
$13.7M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.61K+ 15.49% |
$55.3K - $60.2K
|
12K
$414K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
398K+ 2.06% |
$13.7M - $14.9M
|
19.7M
$682M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-261K- 18.88% |
$8.99M - $9.79M
|
1.12M
$38.8M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.4K- 38.97% |
$908K - $989K
|
41.3K
$1.43M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 86.64% |
$9.16K - $9.97K
|
41
$1.42K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.5K+ 18.69% |
$1.26M - $1.37M
|
232K
$8.01M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-7.22K- 68.32% |
$249K - $271K
|
3.35K
$116K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.5K+ 1.33% |
$982K - $1.07M
|
2.17M
$75.2M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.81K- 11.64% |
$165K - $180K
|
36.5K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-590- 99.83% |
$20.3K - $22.1K
|
1
$34.6
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
515+ 20.77% |
$17.7K - $19.3K
|
3K
$104K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
89+ 0.99% |
$3.06K - $3.34K
|
9.07K
$314K
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.04K- 21.73% |
$277K - $301K
|
29K
$1M
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.25K- 18.09% |
$42.9K - $46.7K
|
5.64K
$195K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.76K- 5.3% |
$95.2K - $104K
|
49.4K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 757.14% |
$1.82K - $1.99K
|
60
$2.07K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20.7KNew |
$712K - $775K
|
20.7K
$715K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.97KNew |
$309K - $336K
|
8.97K
$310K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.36K- 2.49% |
$46.8K - $51K
|
53.3K
$1.84M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-362- 24.76% |
$12.5K - $13.6K
|
1.1K
$38K
|