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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.91K- 20.0% |
$93.3K - $113K
|
11.6K
$453K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.17K+ 12.32% |
$37.6K - $45.5K
|
10.7K
$416K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.47K- 4.25% |
$47.3K - $57.3K
|
33.2K
$1.3M
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
18.9KNew |
$606K - $735K
|
18.9K
$736K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.5K+ 21.96% |
$177K - $214K
|
30.5K
$1.19M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.23% |
$225 - $273
|
210
$8.19K
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.37K- 5.11% |
$108K - $131K
|
62.6K
$2.44M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-497- 5.28% |
$16K - $19.3K
|
8.92K
$348K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
24.4KNew |
$784K - $951K
|
24.4K
$953K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.36K- 8.91% |
$172K - $209K
|
54.8K
$2.14M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-295- 1.29% |
$9.47K - $11.5K
|
22.6K
$882K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$71.6K - $86.8K
|
2.23K
$87K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
119K+ 516.09% |
$3.81M - $4.62M
|
142K
$5.53M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-986- 6.39% |
$31.7K - $38.4K
|
14.5K
$564K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.51K - $1.83K
|
47
$1.83K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
163New |
$5.23K - $6.35K
|
163
$6.36K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.99K- 9.83% |
$64K - $77.6K
|
18.3K
$713K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-26.6K- 4.39% |
$852K - $1.03M
|
578K
$22.5M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.92K- 5.75% |
$158K - $191K
|
80.6K
$3.14M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.95K- 2.83% |
$255K - $310K
|
273K
$10.6M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 3.25% |
$51.4K - $62.3K
|
47.6K
$1.86M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.03K+ 43.14% |
$97.1K - $118K
|
10K
$392K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.83K- 7.46% |
$283K - $344K
|
110K
$4.27M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.35K- 3.6% |
$43.2K - $52.4K
|
36K
$1.4M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
79+ 0.63% |
$2.54K - $3.08K
|
12.6K
$490K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
78+ 0.47% |
$2.5K - $3.04K
|
16.8K
$657K
|
|
Oct 29, 2024
Q3 2024
|
B&I Capital Ag
|
SELL
|
- |
-10.3K- 4.6% |
$329K - $399K
|
213K
$8.29M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.32K+ 12.33% |
$74.3K - $90.2K
|
21.1K
$823K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-524- 1.87% |
$16.8K - $20.4K
|
27.4K
$1.07M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5.82K- 7.49% |
$187K - $226K
|
71.9K
$2.8M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.77% |
$289 - $350
|
1.18K
$46.1K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.94KNew |
$191K - $231K
|
5.94K
$232K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.3K- 5.27% |
$748K - $907K
|
419K
$16.3M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-94- 1.39% |
$3.02K - $3.66K
|
6.67K
$260K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 18.64% |
$3.08K - $3.74K
|
419
$16.3K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.6K- 26.35% |
$437K - $529K
|
38K
$1.48M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 0.68% |
$64.2 - $77.9
|
297
$11.6K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 16.25% |
$2.09K - $2.53K
|
335
$13.1K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-866- 2.91% |
$27.8K - $33.7K
|
28.9K
$1.13M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 9.09% |
$161 - $195
|
50
$1.95K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.42% |
$6.93K - $8.41K
|
51.3K
$2M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.01KNew |
$193K - $234K
|
6.01K
$234K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.47KNew |
$176K - $213K
|
5.47K
$213K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-175- 22.29% |
$5.62K - $6.81K
|
610
$23.8K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.93K- 2.22% |
$61.8K - $74.9K
|
84.9K
$3.31M
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-900- 2.9% |
$28.9K - $35K
|
30.1K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.66K- 2.04% |
$85.5K - $104K
|
128K
$5M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.97K- 16.82% |
$224K - $271K
|
34.5K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.86K- 5.31% |
$124K - $150K
|
68.8K
$2.68M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-617- 1.73% |
$19.8K - $24K
|
35K
$1.36M
|