Purchases and Sales Made in Q1 2022 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2022. The information is specifically focused on institutions that hold shares of Phillips Edison & Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14KNew |
$428K - $493K
|
14K
$552K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
14KNew |
$427K - $491K
|
14K
$550K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9KNew |
$424K - $488K
|
13.9K
$546K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8KNew |
$423K - $487K
|
13.8K
$545K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8KNew |
$421K - $485K
|
13.8K
$543K
|
|
|
May 12, 2022
Q1 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
13.7KNew |
$419K - $483K
|
13.7K
$540K
|
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
13.7K+ 63.34% |
$419K - $482K
|
35.3K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$405K - $466K
|
13.2K
$522K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
13.1KNew |
$402K - $463K
|
13.1K
$518K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
13KNew |
$398K - $458K
|
13K
$513K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 38.36% |
$384K - $443K
|
45.3K
$1.79M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.5KNew |
$382K - $439K
|
12.5K
$492K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.2K+ 39.8% |
$373K - $430K
|
42.9K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.2KNew |
$372K - $429K
|
12.2K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9KNew |
$363K - $418K
|
11.9K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
11.8KNew |
$360K - $415K
|
11.8K
$464K
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
11.4KNew |
$349K - $403K
|
11.4K
$451K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$346K - $398K
|
11.3K
$446K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 113.01% |
$346K - $398K
|
21.3K
$840K
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
11.3KNew |
$345K - $397K
|
11.3K
$445K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$324K - $373K
|
10.6K
$418K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
10.5KNew |
$322K - $371K
|
10.5K
$416K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.5KNew |
$321K - $370K
|
10.5K
$414K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
10.1KNew |
$308K - $354K
|
10.1K
$397K
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
9.97KNew |
$305K - $351K
|
9.97K
$393K
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
9.76KNew |
$299K - $344K
|
9.76K
$385K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.7KNew |
$297K - $342K
|
9.7K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.6K+ 150.0% |
$294K - $338K
|
16K
$631K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.56KNew |
$292K - $337K
|
9.56K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.51KNew |
$291K - $335K
|
9.51K
$375K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.42K+ 655.81% |
$288K - $332K
|
10.9K
$428K
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
9.34KNew |
$285K - $329K
|
9.34K
$368K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.27K+ 24.93% |
$283K - $326K
|
46.4K
$1.83M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.15KNew |
$280K - $322K
|
9.15K
$361K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.97KNew |
$274K - $316K
|
8.97K
$354K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.93KNew |
$273K - $315K
|
8.93K
$352K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.8KNew |
$269K - $310K
|
8.8K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.36KNew |
$256K - $294K
|
8.36K
$330K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.21KNew |
$251K - $289K
|
8.21K
$324K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.19KNew |
$250K - $288K
|
8.19K
$323K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.17KNew |
$250K - $288K
|
8.17K
$322K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.1KNew |
$248K - $285K
|
8.1K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
8.01KNew |
$245K - $282K
|
8.01K
$316K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
7.99KNew |
$244K - $281K
|
7.99K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.98K+ 125.02% |
$244K - $281K
|
14.4K
$566K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.92KNew |
$242K - $279K
|
7.92K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.87KNew |
$241K - $277K
|
7.87K
$310K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.67KNew |
$235K - $270K
|
7.67K
$302K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.6KNew |
$232K - $268K
|
7.6K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.6KNew |
$232K - $267K
|
7.6K
$299K
|