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 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
404KNew |
$12.5M - $14.2M
|
404K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
77.2KNew |
$2.39M - $2.71M
|
77.2K
$2.67M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43.9KNew |
$1.36M - $1.54M
|
43.9K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$811K - $919K
|
26.2K
$906K
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
14.7KNew |
$456K - $517K
|
14.7K
$510K
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$381K - $432K
|
12.3K
$426K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
11.5KNew |
$355K - $403K
|
11.5K
$397K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$208K - $236K
|
6.73K
$232K
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.13KNew |
$190K - $215K
|
6.13K
$212K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.34KNew |
$134K - $152K
|
4.34K
$150K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.82K+ 21.12% |
$118K - $134K
|
21.9K
$757K
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2K+ 22.92% |
$68K - $77.2K
|
11.8K
$408K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1KNew |
$30.9K - $35.1K
|
1K
$34.6K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
602New |
$18.6K - $21.1K
|
602
$20.8K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
544New |
$16.8K - $19.1K
|
544
$18.8K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370New |
$11.4K - $13K
|
370
$12.8K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$9.53K - $10.8K
|
308
$10.6K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$3.84K - $4.35K
|
124
$4.29K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87+ 0.11% |
$2.69K - $3.05K
|
78.1K
$2.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30+ 0.12% |
$928 - $1.05K
|
24.1K
$833K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 2200.0% |
$680 - $772
|
23
$795
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$309 - $351
|
10
$346
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.43MNew |
$48.9M - $52.3M
|
1.43M
$49.3M
|
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 46.46% |
$11.4M - $12.2M
|
1.05M
$36.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
298K+ 60.41% |
$10.2M - $10.9M
|
791K
$27.3M
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.9K+ 120.2% |
$408K - $436K
|
21.8K
$754K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.43KNew |
$289K - $309K
|
8.43K
$291K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.18KNew |
$109K - $116K
|
3.18K
$110K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 1.15% |
$61.8K - $66K
|
159K
$5.48M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 14.81% |
$46.7K - $49.9K
|
10.6K
$365K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
699+ 1.09% |
$24K - $25.6K
|
65K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
609New |
$20.9K - $22.3K
|
609
$21.1K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$823 - $879
|
24
$830
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.18% |
$446 - $476
|
7.33K
$253K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$240 - $256
|
6.42K
$222K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
255K+ 29.98% |
$8.26M - $9.49M
|
1.1M
$38.2M
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$1.66M - $1.91M
|
51.3K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$668K - $767K
|
20.6K
$712K
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$335K - $385K
|
10.3K
$357K
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.8KNew |
$318K - $365K
|
9.8K
$339K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.22KNew |
$299K - $343K
|
9.22K
$319K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.38KNew |
$207K - $238K
|
6.38K
$221K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.14KNew |
$199K - $229K
|
6.14K
$212K
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.85KNew |
$190K - $218K
|
5.85K
$202K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.71KNew |
$185K - $213K
|
5.71K
$197K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.57KNew |
$181K - $207K
|
5.57K
$193K
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
3.77K+ 150.36% |
$122K - $140K
|
6.27K
$217K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$110K - $126K
|
3.39K
$117K
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.33KNew |
$108K - $124K
|
3.33K
$115K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.21KNew |
$71.7K - $82.3K
|
2.21K
$76.4K
|