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 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.52K+ 51.75% |
$230K - $265K
|
22K
$806K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.39KNew |
$226K - $260K
|
7.39K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
7.38KNew |
$226K - $260K
|
7.38K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.31KNew |
$224K - $258K
|
7.31K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$220K - $253K
|
7.19K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
7.12KNew |
$218K - $251K
|
7.12K
$260K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.06KNew |
$216K - $249K
|
7.06K
$258K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.05KNew |
$216K - $248K
|
7.05K
$258K
|
|
|
Mar 30, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.02K+ 102.99% |
$215K - $247K
|
13.8K
$506K
|
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.02K+ 102.99% |
$215K - $247K
|
13.8K
$506K
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
7KNew |
$214K - $246K
|
7K
$256K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.99KNew |
$214K - $246K
|
6.99K
$256K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
6.89KNew |
$211K - $243K
|
6.89K
$252K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.8KNew |
$208K - $239K
|
6.8K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.67KNew |
$204K - $235K
|
6.67K
$244K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$203K - $234K
|
6.64K
$243K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.58KNew |
$201K - $232K
|
6.58K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.55KNew |
$200K - $231K
|
6.55K
$240K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.23KNew |
$191K - $219K
|
6.23K
$228K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$187K - $215K
|
6.11K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.01KNew |
$184K - $212K
|
6.01K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6KNew |
$183K - $211K
|
6K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.87KNew |
$179K - $207K
|
5.87K
$215K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.82KNew |
$178K - $205K
|
5.82K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.79KNew |
$177K - $204K
|
5.79K
$212K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
4.41KNew |
$135K - $155K
|
4.41K
$161K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.06KNew |
$124K - $143K
|
4.06K
$148K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.01KNew |
$123K - $141K
|
4.01K
$147K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.9K+ 39.24% |
$119K - $137K
|
13.8K
$506K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3.78K+ 7.63% |
$115K - $133K
|
53.3K
$1.95M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.75KNew |
$115K - $132K
|
3.75K
$137K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.64KNew |
$111K - $128K
|
3.64K
$133K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.63KNew |
$111K - $128K
|
3.63K
$133K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.56KNew |
$109K - $125K
|
3.56K
$130K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.36KNew |
$103K - $118K
|
3.36K
$123K
|
|
|
May 09, 2022
Q1 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.3K+ 7.66% |
$101K - $116K
|
46.4K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.15KNew |
$96.3K - $111K
|
3.15K
$115K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$92.2K - $106K
|
3.02K
$110K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 21.92% |
$91.5K - $105K
|
16.6K
$609K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.87KNew |
$87.6K - $101K
|
2.87K
$105K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$83.3K - $96K
|
2.73K
$99.7K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.34KNew |
$71.6K - $82.5K
|
2.34K
$85.6K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.3K+ 2.83% |
$70.3K - $81K
|
83.5K
$3.05M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.27KNew |
$69.5K - $80.1K
|
2.27K
$83.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.26KNew |
$69.1K - $79.6K
|
2.26K
$82.7K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.97KNew |
$60.3K - $69.5K
|
1.97K
$72.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
BUY
|
- |
1.85K+ 21.74% |
$56.6K - $65.2K
|
10.4K
$379K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$55K - $63.4K
|
1.8K
$65.8K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$53.6K - $61.8K
|
1.75K
$64.2K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.73KNew |
$52.9K - $60.9K
|
1.73K
$63.3K
|