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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 0.84% |
$2.58K - $2.81K
|
8.96K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.64KNew |
$229K - $249K
|
6.64K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.69% |
$6.89K - $7.5K
|
28.7K
$991K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.84K+ 11.84% |
$132K - $144K
|
36.3K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3KNew |
$103K - $112K
|
3K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28.3K+ 4.75% |
$973K - $1.06M
|
623K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 3.33% |
$59.5K - $64.8K
|
53.6K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
51+ 0.85% |
$1.76K - $1.91K
|
6.03K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
217New |
$7.47K - $8.14K
|
217
$7.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
96+ 4.31% |
$3.31K - $3.6K
|
2.32K
$80.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.79K+ 2.09% |
$95.9K - $104K
|
136K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.21K+ 27.24% |
$41.5K - $45.2K
|
5.63K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-448- 1.25% |
$15.4K - $16.8K
|
35.5K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.42K+ 4.07% |
$118K - $128K
|
87.5K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 4.3% |
$88.1K - $95.9K
|
57K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.2K- 2.68% |
$75.7K - $82.4K
|
79.7K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-138- 0.21% |
$4.75K - $5.17K
|
65.2K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-107- 3.13% |
$3.68K - $4.01K
|
3.31K
$114K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
28+ 0.82% |
$964 - $1.05K
|
3.43K
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-863- 6.63% |
$29.7K - $32.4K
|
12.2K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
147KNew |
$5.07M - $5.52M
|
147K
$5.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.46K- 4.18% |
$50.3K - $54.8K
|
33.5K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.89K- 25.99% |
$203K - $221K
|
16.8K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 4.69% |
$620 - $675
|
366
$12.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.71% |
$103 - $112
|
426
$14.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.76K+ 2.06% |
$198K - $216K
|
285K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39K- 9.58% |
$1.34M - $1.46M
|
368K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.49KNew |
$85.8K - $93.5K
|
2.49K
$86.2K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.94K- 50.0% |
$204K - $223K
|
5.94K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
430+ 0.33% |
$14.8K - $16.1K
|
129K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.29K- 8.95% |
$44.6K - $48.5K
|
13.2K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-567- 4.45% |
$19.5K - $21.3K
|
12.2K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 0.86% |
$895 - $975
|
3.05K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.53% |
$122K - $133K
|
60.6K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-765- 8.79% |
$26.3K - $28.7K
|
7.94K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 0.21% |
$1.93K - $2.1K
|
27.4K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 18.84% |
$75.5K - $82.2K
|
9.44K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.4KNew |
$945K - $1.03M
|
27.4K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$689 - $750
|
20
$691
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
174+ 0.79% |
$5.99K - $6.52K
|
22.3K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
139KNew |
$4.79M - $5.21M
|
139K
$4.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-78- 0.15% |
$2.69K - $2.92K
|
52.1K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.5K+ 5.94% |
$86.1K - $93.7K
|
44.6K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
833New |
$28.7K - $31.2K
|
833
$28.8K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.84K- 5.94% |
$97.6K - $106K
|
44.9K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
321+ 78.1% |
$11.1K - $12K
|
732
$25.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.77KNew |
$199K - $216K
|
5.77K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 36.92% |
$4.13K - $4.5K
|
445
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
54KNew |
$1.86M - $2.03M
|
54K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|