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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-476- 2.2% |
$16.4K - $17.8K
|
21.2K
$733K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3K- 36.2% |
$103K - $112K
|
5.29K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 1.71% |
$46.5K - $50.6K
|
80.4K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 4.71% |
$601K - $654K
|
388K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.81K+ 12.9% |
$62.4K - $67.9K
|
15.9K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$34.4 - $37.5
|
8.37K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
124New |
$4.27K - $4.65K
|
124
$4.29K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.91K- 4.87% |
$100K - $109K
|
56.7K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
60.3KNew |
$2.07M - $2.26M
|
60.3K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
B&I Capital Ag
|
SELL
|
- |
-19K- 7.33% |
$654K - $712K
|
240K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.42K- 27.38% |
$49K - $53.4K
|
3.78K
$131K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.8K- 6.95% |
$62K - $67.5K
|
24.1K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.87K- 20.64% |
$98.7K - $107K
|
11K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.8K- 8.69% |
$131K - $142K
|
39.9K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74.1KNew |
$2.55M - $2.78M
|
74.1K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.6K- 6.13% |
$1.64M - $1.79M
|
730K
$25.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-400- 3.08% |
$13.8K - $15K
|
12.6K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 27.66% |
$448 - $487
|
60
$2.07K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
127K+ 190.75% |
$4.37M - $4.76M
|
193K
$6.69M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.2K- 31.45% |
$419K - $456K
|
26.5K
$916K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
155KNew |
$5.32M - $5.8M
|
155K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
286+ 1.11% |
$9.85K - $10.7K
|
26.1K
$902K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.43K- 6.42% |
$49.3K - $53.7K
|
20.9K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-709- 7.61% |
$24.4K - $26.6K
|
8.61K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11K- 62.78% |
$379K - $413K
|
6.53K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.96% |
$34.4 - $37.5
|
105
$3.63K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-924- 20.93% |
$31.8K - $34.6K
|
3.49K
$121K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-70- 0.22% |
$2.41K - $2.62K
|
31.9K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14+ 0.22% |
$482 - $525
|
6.35K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13.6K- 93.24% |
$470K - $512K
|
989
$34.2K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-26.1K- 2.37% |
$899K - $979K
|
1.08M
$37.2M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.51% |
$10.3K - $11.2K
|
59K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.91K- 8.98% |
$65.9K - $71.8K
|
19.4K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 202.78% |
$2.51K - $2.74K
|
109
$3.77K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.41K- 37.46% |
$221K - $240K
|
10.7K
$370K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
86.4K+ 86.69% |
$2.97M - $3.24M
|
186K
$6.43M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-69- 0.07% |
$2.38K - $2.59K
|
97.8K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-76- 25.5% |
$2.62K - $2.85K
|
222
$7.67K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-386- 1.09% |
$13.3K - $14.5K
|
35.1K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.89K+ 424.98% |
$237K - $258K
|
8.51K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.15K- 9.5% |
$109K - $118K
|
30.1K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.03% |
$585 - $637
|
52.1K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-31- 0.25% |
$1.07K - $1.16K
|
12.6K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-415- 1.51% |
$14.3K - $15.6K
|
27K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
467+ 5.3% |
$16.1K - $17.5K
|
9.28K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.81K- 4.88% |
$131K - $143K
|
74.4K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-452- 3.13% |
$15.6K - $16.9K
|
14K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.28K- 10.26% |
$147K - $160K
|
37.4K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
922+ 15.31% |
$31.7K - $34.6K
|
6.95K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.72K- 5.82% |
$162K - $177K
|
76.4K
$2.64M
|