Latest Institutional Purchases of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.05KNew |
$216K - $248K
|
7.05K
$238K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.67KNew |
$204K - $235K
|
6.67K
$225K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$187K - $215K
|
6.11K
$206K
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$92.2K - $106K
|
3.02K
$102K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$53.6K - $61.8K
|
1.75K
$59.2K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.33KNew |
$40.8K - $46.9K
|
1.33K
$45K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$33.4K - $38.5K
|
1.09K
$36.9K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
716New |
$21.9K - $25.2K
|
716
$24.2K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
680New |
$20.8K - $23.9K
|
680
$23K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
666New |
$20.4K - $23.5K
|
666
$22.5K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
628New |
$19.2K - $22.1K
|
628
$21.2K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
591New |
$18.1K - $20.8K
|
591
$20K
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
522New |
$16K - $18.4K
|
522
$17.6K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
506New |
$15.5K - $17.8K
|
506
$17.1K
|