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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
27.8KNew |
$921K - $1.01M
|
27.8K
$1.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.7KNew |
$485K - $530K
|
14.7K
$578K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
13.7KNew |
$453K - $495K
|
13.7K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$395K - $431K
|
11.9K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.11KNew |
$235K - $257K
|
7.11K
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.88KNew |
$195K - $213K
|
5.88K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$83.6K - $91.4K
|
2.53K
$99.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.36K+ 39.5% |
$78.2K - $85.5K
|
8.35K
$329K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$63.4K - $69.3K
|
1.92K
$75.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.11KNew |
$36.6K - $40K
|
1.11K
$43.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
900New |
$29.8K - $32.5K
|
900
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
802New |
$26.5K - $29K
|
802
$31.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78+ 11.16% |
$2.58K - $2.82K
|
777
$30.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$497 - $542
|
15
$591
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
17.6KNew |
$495K - $600K
|
17.6K
$694K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.3KNew |
$432K - $523K
|
15.3K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$296K - $359K
|
10.5K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9.55KNew |
$269K - $326K
|
9.55K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.56KNew |
$185K - $224K
|
6.56K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
6.45KNew |
$182K - $220K
|
6.45K
$254K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.25KNew |
$176K - $213K
|
6.25K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.9KNew |
$166K - $201K
|
5.9K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.12KNew |
$144K - $174K
|
5.12K
$202K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.59KNew |
$101K - $122K
|
3.59K
$141K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 30.39% |
$61.2K - $74.2K
|
9.34K
$368K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$52.1K - $63.1K
|
1.85K
$72.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.26KNew |
$35.4K - $42.9K
|
1.26K
$49.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.11KNew |
$31.3K - $38K
|
1.11K
$43.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
904+ 2.79% |
$25.4K - $30.8K
|
33.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
876New |
$24.7K - $29.9K
|
876
$34.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
842New |
$23.7K - $28.7K
|
842
$33.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
816New |
$23K - $27.8K
|
816
$32.2K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
81New |
$2.28K - $2.76K
|
81
$3.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.62% |
$1.13K - $1.36K
|
6.48K
$255K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
28.9KNew |
$869K - $997K
|
28.9K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
28.8KNew |
$867K - $994K
|
28.8K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.4KNew |
$371K - $426K
|
12.4K
$488K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.34KNew |
$281K - $322K
|
9.34K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9KNew |
$270K - $310K
|
9K
$355K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.58KNew |
$258K - $296K
|
8.58K
$338K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.26KNew |
$218K - $250K
|
7.26K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$204K - $234K
|
6.8K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.34KNew |
$190K - $219K
|
6.34K
$250K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.33KNew |
$190K - $218K
|
6.33K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.23KNew |
$187K - $215K
|
6.23K
$246K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$77.3K - $88.7K
|
2.57K
$101K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.47KNew |
$44.2K - $50.8K
|
1.47K
$58.1K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.23KNew |
$36.8K - $42.2K
|
1.23K
$48.3K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
716New |
$21.5K - $24.7K
|
716
$28.2K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 5.92% |
$12K - $13.8K
|
7.16K
$282K
|
|