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 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.77% |
$137 - $176
|
658
$25.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.76% |
$137 - $176
|
661
$26K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182KNew |
$5.7M - $6.57M
|
182K
$7.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.3KNew |
$571K - $658K
|
18.3K
$719K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
11.4KNew |
$358K - $412K
|
11.4K
$450K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.27KNew |
$290K - $334K
|
9.27K
$364K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.6KNew |
$269K - $310K
|
8.6K
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.55KNew |
$205K - $236K
|
6.55K
$258K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 63.14% |
$142K - $164K
|
11.7K
$461K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$78.2K - $90.1K
|
2.5K
$98.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$76K - $87.6K
|
2.43K
$95.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24KNew |
$70.1K - $80.9K
|
2.24K
$88.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$41.6K - $48K
|
1.33K
$52.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$47.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
900New |
$28.1K - $32.4K
|
900
$35.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
572New |
$17.9K - $20.6K
|
572
$22.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
571New |
$17.8K - $20.6K
|
571
$22.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
333New |
$10.4K - $12K
|
333
$13.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
217New |
$6.78K - $7.82K
|
217
$8.53K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90New |
$2.81K - $3.24K
|
90
$3.54K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$5.08M - $5.85M
|
166K
$6.54M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
97.7KNew |
$2.99M - $3.44M
|
97.7K
$3.84M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.9KNew |
$608K - $700K
|
19.9K
$782K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
17.2KNew |
$525K - $604K
|
17.2K
$675K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.27K+ 24.93% |
$283K - $326K
|
46.4K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.21KNew |
$251K - $289K
|
8.21K
$323K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.05KNew |
$216K - $248K
|
7.05K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.67KNew |
$204K - $235K
|
6.67K
$262K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$187K - $215K
|
6.11K
$240K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$92.2K - $106K
|
3.02K
$119K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$53.6K - $61.8K
|
1.75K
$69K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.33KNew |
$40.8K - $46.9K
|
1.33K
$52.4K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$33.4K - $38.5K
|
1.09K
$43K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
716New |
$21.9K - $25.2K
|
716
$28.2K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
680New |
$20.8K - $23.9K
|
680
$26.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
666New |
$20.4K - $23.5K
|
666
$26.2K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
628New |
$19.2K - $22.1K
|
628
$24.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
591New |
$18.1K - $20.8K
|
591
$23.2K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
522New |
$16K - $18.4K
|
522
$20.5K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
506New |
$15.5K - $17.8K
|
506
$19.9K
|
|