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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 0.84% |
$2.58K - $2.81K
|
8.96K
$310K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 202.78% |
$2.51K - $2.74K
|
109
$3.77K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63+ 0.17% |
$2.17K - $2.36K
|
38.2K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
61+ 0.36% |
$2.1K - $2.29K
|
17K
$586K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 0.21% |
$1.93K - $2.1K
|
27.4K
$946K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 757.14% |
$1.82K - $1.99K
|
60
$2.07K
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
51+ 0.85% |
$1.76K - $1.91K
|
6.03K
$209K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
44New |
$1.51K - $1.65K
|
44
$1.52K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
32+ 5.48% |
$1.1K - $1.2K
|
616
$21.3K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
28+ 0.82% |
$964 - $1.05K
|
3.43K
$119K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$930 - $1.01K
|
27
$933
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 0.86% |
$895 - $975
|
3.05K
$105K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$689 - $750
|
20
$691
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 4.26% |
$654 - $712
|
465
$16.1K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.03% |
$585 - $637
|
52.1K
$1.8M
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
17+ 0.2% |
$585 - $637
|
8.58K
$296K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14+ 0.22% |
$482 - $525
|
6.35K
$219K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 27.66% |
$448 - $487
|
60
$2.07K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.84% |
$344 - $375
|
1.2K
$41.6K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$241 - $262
|
7
$242
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.9% |
$172 - $187
|
560
$19.4K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$172 - $187
|
15K
$519K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.01% |
$103 - $112
|
41.8K
$1.44M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.71% |
$103 - $112
|
426
$14.7K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$34.4 - $37.5
|
23.4K
$809K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.37% |
$34.4 - $37.5
|
269
$9.3K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$34.4 - $37.5
|
8.37K
$289K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.96% |
$34.4 - $37.5
|
105
$3.63K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
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
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
102K+ 13.93% |
$3.66M - $4.05M
|
832K
$28.8M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
26.2KNew |
$940K - $1.04M
|
26.2K
$904K
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
23.6KNew |
$850K - $941K
|
23.6K
$817K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
23KNew |
$827K - $915K
|
23K
$795K
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
20.3KNew |
$730K - $808K
|
20.3K
$702K
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$463K - $512K
|
12.9K
$445K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12KNew |
$432K - $479K
|
12K
$416K
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
11KNew |
$395K - $437K
|
11K
$380K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$386K - $427K
|
10.7K
$371K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10K+ 2.86% |
$360K - $399K
|
360K
$12.4M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.58K+ 1.71% |
$237K - $262K
|
392K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.5KNew |
$234K - $259K
|
6.5K
$225K
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.43KNew |
$231K - $256K
|
6.43K
$222K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.34KNew |
$192K - $213K
|
5.34K
$185K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.38K+ 39.53% |
$158K - $174K
|
15.5K
$534K
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 26.86% |
$153K - $170K
|
20.1K
$696K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
4.17KNew |
$150K - $166K
|
4.17K
$144K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 14.84% |
$121K - $133K
|
26K
$897K
|
|
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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.44KNew |
$51.8K - $57.4K
|
1.44K
$49.8K
|