Latest Institutional Sells of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-128- 1.17% |
$4.39K - $4.69K
|
10.8K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 20.12% |
$3.43K - $3.66K
|
397
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.53% |
$1.03K - $1.1K
|
5.6K
$194K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.58KClosed |
$213K - $245K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 35.69% |
$114K - $131K
|
6.34K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.09K- 9.96% |
$100K - $115K
|
27.9K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.03K- 17.95% |
$65.9K - $75.7K
|
9.29K
$321K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.48K- 94.94% |
$48.1K - $55.2K
|
79
$2.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 17.29% |
$44.1K - $50.7K
|
6.51K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 7.97% |
$38.6K - $44.4K
|
13.8K
$475K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 21.83% |
$36.7K - $42.2K
|
4.06K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-500- 6.03% |
$16.2K - $18.6K
|
7.79K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-100- 1.93% |
$3.24K - $3.73K
|
5.08K
$176K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-38.2K- 76.07% |
$1.26M - $1.38M
|
12K
$415K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.8K- 51.69% |
$556K - $607K
|
15.7K
$543K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.7K- 5.9% |
$387K - $422K
|
186K
$6.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.26K- 16.86% |
$141K - $154K
|
21K
$726K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-874Closed |
$28.9K - $31.6K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-833- 4.06% |
$27.6K - $30.1K
|
19.7K
$680K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-730- 42.2% |
$24.2K - $26.4K
|
1K
$34.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-333- 1.16% |
$11K - $12K
|
28.3K
$979K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-284- 0.68% |
$9.4K - $10.3K
|
41.8K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-177- 0.54% |
$5.86K - $6.4K
|
32.9K
$1.14M
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.98K- 31.57% |
$140K - $170K
|
10.8K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.34K- 12.79% |
$122K - $148K
|
29.6K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-2.72K- 21.93% |
$76.5K - $92.7K
|
9.68K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6K- 25.03% |
$73.1K - $88.5K
|
7.78K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.88K- 17.82% |
$52.8K - $64K
|
8.65K
$299K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.57K- 50.08% |
$44.2K - $53.6K
|
1.57K
$54.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.16K- 3.94% |
$32.6K - $39.5K
|
28.2K
$976K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-936- 2.07% |
$26.3K - $31.9K
|
44.3K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-765- 11.12% |
$21.5K - $26.1K
|
6.12K
$211K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-355- 5.87% |
$9.99K - $12.1K
|
5.7K
$197K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-53.6K- 40.34% |
$1.61M - $1.85M
|
79.3K
$2.74M
|
|
|
May 10, 2023
Q1 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-46.3K- 57.25% |
$1.39M - $1.6M
|
34.6K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.68K- 4.04% |
$80.6K - $92.4K
|
63.8K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.45K- 24.61% |
$73.6K - $84.5K
|
7.51K
$259K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-777- 43.73% |
$23.3K - $26.8K
|
1K
$34.6K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-445Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-239- 2.3% |
$7.18K - $8.24K
|
10.2K
$351K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-39.6K- 22.37% |
$1.11M - $1.32M
|
137K
$4.75M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 20.25% |
$115K - $137K
|
16.2K
$561K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 12.0% |
$25.6K - $30.5K
|
6.72K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 1.17% |
$4.23K - $5.02K
|
12.8K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-112- 86.82% |
$3.14K - $3.73K
|
17
$588
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-909- 0.28% |
$24.8K - $31.9K
|
329K
$11.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-825- 6.99% |
$22.5K - $29K
|
11K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-341- 10.21% |
$9.32K - $12K
|
3K
$104K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-150- 13.1% |
$4.1K - $5.27K
|
995
$34.4K
|
|