Latest Institutional Purchases of Phillips Edison & Company, Inc. (PECO)

PECO Quotes by TradingView

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 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
591
New
$19.8K - $22.1K
591 $20.5K
Jul 31, 2025 Q2 2025
Curio Wealth, LLC

Annapolis, MD
BUY
 -
590
+ 59000.0%
$19.8K - $22K
591 $20.5K
Aug 08, 2025 Q2 2025
M&G PLC

London, X0
BUY
 -
564
+ 11.13%
$18.9K - $21.1K
5.63K $195K
Jul 14, 2025 Q2 2025
A&I Financial Services, LLC

Lone Tree, CO
BUY
 -
433
+ 3.94%
$14.5K - $16.2K
11.4K $396K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
407
New
$13.6K - $15.2K
407 $14.1K
Aug 14, 2025 Q2 2025
Lazard Asset Management LLC

New York, NY
BUY
 -
314
+ 1.03%
$10.5K - $11.7K
30.9K $1.07M
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
190
+ 703.7%
$6.37K - $7.09K
217 $7.52K
Aug 05, 2025 Q2 2025
New Square Capital LLC

BUY
 -
188
New
$6.3K - $7.02K
188 $6.51K
Aug 08, 2025 Q2 2025
Crossmark Global Holdings, Inc.

BUY
 -
182
+ 2.74%
$6.1K - $6.79K
6.82K $236K
Aug 13, 2025 Q2 2025
Alerus Financial Na

Grand Forks, ND
BUY
 -
166
New
$5.57K - $6.2K
166 $5.75K
Aug 07, 2025 Q2 2025
Profund Advisors LLC

BUY
 -
99
+ 1.76%
$3.32K - $3.7K
5.74K $199K
Sep 25, 2025 Q2 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
61
New
$2.05K - $2.28K
61 $2.11K
Jul 29, 2025 Q2 2025
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
53
+ 0.88%
$1.78K - $1.98K
6.09K $211K
Jul 11, 2025 Q2 2025
Uma Financial Services, Inc.

BUY
 -
41
New
$1.37K - $1.53K
41 $1.42K
Aug 08, 2025 Q2 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
21
New
$704 - $784
21 $728
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 23, 2025 Q1 2025
Aurora Private Wealth, Inc.

BUY
 -
147K
New
$5.07M - $5.52M
147K $5.11M
May 15, 2025 Q1 2025
Brevan Howard Capital Management LP

St. Helier, Y9
BUY
 -
12.3K
+ 208.46%
$424K - $462K
18.2K $632K
Apr 09, 2025 Q1 2025
Arlington Financial Advisors, LLC

BUY
 -
9.84K
New
$339K - $369K
9.84K $341K
May 15, 2025 Q1 2025
United Services Automobile Association

San Antonio, TX
BUY
 -
8.26K
New
$284K - $309K
8.26K $286K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
7.76K
+ 110871.43%
$267K - $291K
7.77K $269K
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
BUY
 CALL
7.6K
New
$262K - $285K
7.6K $263K
May 14, 2025 Q1 2025
Exodus Point Capital Management, LP

New York, NY
BUY
 -
6.46K
+ 1.29%
$223K - $242K
506K $17.5M
May 12, 2025 Q1 2025
Koss Olinger Consulting, LLC

BUY
 -
6.09K
New
$210K - $228K
6.09K $211K
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
833
New
$28.7K - $31.2K
833 $28.9K
Apr 01, 2025 Q1 2025
Massmutual Trust CO Fsb

BUY
 -
602
+ 79.42%
$20.7K - $22.6K
1.36K $47.1K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
303
+ 3.65%
$10.4K - $11.4K
8.61K $298K
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
217
New
$7.47K - $8.14K
217 $7.52K
May 13, 2025 Q1 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
134
+ 0.82%
$4.61K - $5.02K
16.4K $570K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
26
+ 0.86%
$895 - $975
3.05K $106K
Apr 17, 2025 Q1 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
20
New
$689 - $750
20 $693
May 02, 2025 Q1 2025
Allen Capital Group, LLC

BUY
 -
14
+ 0.22%
$482 - $525
6.35K $220K
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
13
+ 27.66%
$448 - $487
60 $2.08K
Q4 2024
Feb 14, 2025 Q4 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
102K
+ 13.93%
$3.66M - $4.05M
832K $28.8M
Feb 12, 2025 Q4 2024
Caisse Des Depots Et Consignations

Paris, I0
BUY
 -
20.3K
New
$730K - $808K
20.3K $704K
Feb 11, 2025 Q4 2024
Fox Run Management, L.L.C.

Greenwich, CT
BUY
 -
12.9K
New
$463K - $512K
12.9K $446K
Feb 05, 2025 Q4 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
12K
New
$432K - $479K
12K $417K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
10.7K
New
$386K - $427K
10.7K $372K
Feb 14, 2025 Q4 2024
4 Wealth Advisors, Inc.

Burr Ridge, IL
BUY
 -
6.5K
New
$234K - $259K
6.5K $225K
Mar 18, 2025 Q4 2024
111 Capital

Paris, I0
BUY
 -
6.43K
New
$231K - $256K
6.43K $223K
May 14, 2025 Q4 2024
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
5.34K
New
$192K - $213K
5.34K $185K
Feb 14, 2025 Q4 2024
American Trust Investment Advisors, LLC

BUY
 -
4.26K
+ 26.86%
$153K - $170K
20.1K $697K
Jan 29, 2025 Q4 2024
Eukles Asset Management

BUY
 -
4.17K
New
$150K - $166K
4.17K $145K
Jan 28, 2025 Q4 2024
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
3.35K
+ 14.84%
$121K - $133K
26K $899K
Feb 14, 2025 Q4 2024
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
1.8K
New
$64.8K - $71.7K
1.8K $62.4K
Jan 21, 2025 Q4 2024
Exchange Traded Concepts, LLC

BUY
 -
510
+ 2.59%
$18.3K - $20.3K
20.2K $699K
Jan 31, 2025 Q4 2024
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
300
New
$10.8K - $11.9K
300 $10.4K
Jan 16, 2025 Q4 2024
Smart Money Group LLC

BUY
 -
69
+ 0.53%
$2.48K - $2.75K
13.1K $454K
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
42
+ 0.51%
$1.51K - $1.67K
8.24K $285K

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