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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189New |
$5.68K - $6.51K
|
189
$7.43K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70New |
$2.1K - $2.41K
|
70
$2.75K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
573KNew |
$16M - $19.1M
|
573K
$22.5M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$454K - $539K
|
16.2K
$638K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$423K - $503K
|
15.1K
$594K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.37KNew |
$234K - $279K
|
8.37K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.83KNew |
$219K - $261K
|
7.83K
$308K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.8KNew |
$190K - $226K
|
6.8K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$186K - $221K
|
6.64K
$261K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.59KNew |
$185K - $219K
|
6.59K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$254K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.46KNew |
$181K - $215K
|
6.46K
$254K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3.29KNew |
$92.2K - $110K
|
3.29K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.07KNew |
$86K - $102K
|
3.07K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 21.12% |
$58.5K - $69.6K
|
12K
$472K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 5000.0% |
$36.4K - $43.3K
|
1.33K
$52.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
869New |
$24.3K - $28.9K
|
869
$34.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
579+ 7.23% |
$16.2K - $19.3K
|
8.58K
$338K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
333+ 8.31% |
$9.32K - $11.1K
|
4.34K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250New |
$7K - $8.32K
|
250
$9.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
126New |
$3.53K - $4.19K
|
126
$4.96K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
300KNew |
$8.2M - $10.5M
|
300K
$11.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
80KNew |
$2.19M - $2.81M
|
80K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
54.1KNew |
$1.48M - $1.9M
|
54.1K
$2.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.04M - $1.33M
|
37.9K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
28.2KNew |
$770K - $990K
|
28.2K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$410K - $527K
|
15K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$410K - $527K
|
15K
$590K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.5KNew |
$341K - $438K
|
12.5K
$491K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.3KNew |
$310K - $398K
|
11.3K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
9.9KNew |
$271K - $348K
|
9.9K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
7.15KNew |
$195K - $251K
|
7.15K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.67KNew |
$128K - $164K
|
4.67K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.94K+ 25.06% |
$53K - $68.1K
|
9.68K
$381K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.5K+ 21.15% |
$40.9K - $52.6K
|
8.57K
$337K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.26KNew |
$34.5K - $44.4K
|
1.26K
$49.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.25KNew |
$34.1K - $43.9K
|
1.25K
$49.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 18.51% |
$33.7K - $43.4K
|
7.9K
$311K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.11KNew |
$30.4K - $39K
|
1.11K
$43.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
997New |
$27.2K - $35K
|
997
$39.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
967New |
$26.4K - $34K
|
967
$38K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
881New |
$24.1K - $30.9K
|
881
$34.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 5.9% |
$24K - $30.8K
|
15.7K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
624New |
$17.1K - $21.9K
|
624
$24.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
343+ 4.64% |
$9.37K - $12K
|
7.73K
$304K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
332New |
$9.07K - $11.7K
|
332
$13.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.81% |
$1.28K - $1.65K
|
5.83K
$229K
|
|