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 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-232- 0.5% |
$7.99K - $8.7K
|
46.5K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 0.83% |
$3.1K - $3.37K
|
10.8K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-110K- 97.26% |
$3.79M - $4.13M
|
3.1K
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.41K- 19.03% |
$48.7K - $53K
|
6.02K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
815+ 2.47% |
$28.1K - $30.6K
|
33.9K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.86KNew |
$202K - $220K
|
5.86K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.84KNew |
$339K - $369K
|
9.84K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.76K+ 110871.43% |
$267K - $291K
|
7.77K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
17+ 0.2% |
$585 - $637
|
8.58K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.86K+ 10.36% |
$64.1K - $69.8K
|
19.8K
$685K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$172 - $187
|
15K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-402- 39.92% |
$13.8K - $15.1K
|
605
$20.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
551+ 2900.0% |
$19K - $20.7K
|
570
$19.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$172 - $187
|
14K
$485K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
602+ 79.42% |
$20.7K - $22.6K
|
1.36K
$47K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10K+ 2.86% |
$360K - $399K
|
360K
$12.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-584- 0.28% |
$21K - $23.2K
|
206K
$7.11M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.58K+ 1.71% |
$237K - $262K
|
392K
$13.5M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.34KNew |
$192K - $213K
|
5.34K
$185K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
23.6KNew |
$850K - $941K
|
23.6K
$817K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.43KNew |
$231K - $256K
|
6.43K
$222K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-294- 99.66% |
$10.6K - $11.7K
|
1
$34.6
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$71.9 - $79.6
|
2
$69.1
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
102K+ 13.93% |
$3.66M - $4.05M
|
832K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 26.86% |
$153K - $170K
|
20.1K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
153New |
$5.5K - $6.09K
|
153
$5.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
33+ 0.36% |
$1.19K - $1.31K
|
9.3K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 29.5% |
$13.5K - $14.9K
|
896
$31K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.29K- 52.69% |
$226K - $250K
|
5.64K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
350K+ 1533.89% |
$12.6M - $13.9M
|
373K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.5KNew |
$234K - $259K
|
6.5K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.44KNew |
$51.8K - $57.4K
|
1.44K
$49.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-25.4K- 55.19% |
$912K - $1.01M
|
20.6K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.8KNew |
$64.8K - $71.7K
|
1.8K
$62.3K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.93K- 18.09% |
$69.4K - $76.8K
|
8.73K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
325+ 17.76% |
$11.7K - $12.9K
|
2.16K
$74.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-544- 8.13% |
$19.6K - $21.7K
|
6.15K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.44K- 7.43% |
$51.8K - $57.4K
|
18K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.93K- 3.5% |
$69.3K - $76.7K
|
53.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-20.2K- 18.45% |
$727K - $804K
|
89.3K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 15.68% |
$36K - $39.8K
|
5.38K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
20.3KNew |
$730K - $808K
|
20.3K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$180 - $199
|
5
$173
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 19.24% |
$196K - $217K
|
22.9K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.11K- 34.2% |
$148K - $164K
|
7.91K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-952- 5.16% |
$34.2K - $37.9K
|
17.5K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$36 - $39.8
|
1
$34.6
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42+ 0.51% |
$1.51K - $1.67K
|
8.24K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
26.2KNew |
$940K - $1.04M
|
26.2K
$904K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$463K - $512K
|
12.9K
$445K
|
|