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 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.48K+ 143.68% |
$45.2K - $52K
|
2.51K
$98.8K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.38KNew |
$42.3K - $48.7K
|
1.38K
$54.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.35KNew |
$41.2K - $47.4K
|
1.35K
$53.1K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.33KNew |
$40.8K - $46.9K
|
1.33K
$52.6K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.29KNew |
$39.3K - $45.3K
|
1.29K
$50.7K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$33.4K - $38.5K
|
1.09K
$43.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.04KNew |
$31.8K - $36.7K
|
1.04K
$41K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1KNew |
$30.6K - $35.2K
|
1K
$39.4K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
857+ 130.44% |
$26.2K - $30.2K
|
1.51K
$59.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
838New |
$25.6K - $29.5K
|
838
$33K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
762New |
$23.3K - $26.8K
|
762
$30K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
719New |
$22K - $25.3K
|
719
$28.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
716New |
$21.9K - $25.2K
|
716
$28.2K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
700+ 3.48% |
$21.4K - $24.7K
|
20.8K
$820K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
696New |
$21.3K - $24.5K
|
696
$27.4K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
680New |
$20.8K - $23.9K
|
680
$26.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
666New |
$20.4K - $23.5K
|
666
$26.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
651New |
$19.9K - $22.9K
|
651
$25.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
647New |
$19.8K - $22.8K
|
647
$25.5K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
628New |
$19.2K - $22.1K
|
628
$24.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
591New |
$18.1K - $20.8K
|
591
$23.3K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
522New |
$16K - $18.4K
|
522
$20.6K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
506New |
$15.5K - $17.8K
|
506
$20K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
445New |
$13.6K - $15.7K
|
445
$17.5K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
399New |
$12.2K - $14.1K
|
399
$15.7K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
274New |
$8.38K - $9.65K
|
274
$10.8K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
183New |
$5.6K - $6.45K
|
183
$7.22K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
181New |
$5.53K - $6.37K
|
181
$7.14K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
165+ 5.54% |
$5.05K - $5.81K
|
3.15K
$124K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
154New |
$4.71K - $5.42K
|
154
$6.07K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-359Closed |
$11K - $12.6K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.05K- 1.69% |
$32.2K - $37.1K
|
61.4K
$2.42M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.47K- 91.38% |
$45.1K - $51.9K
|
139
$5.48K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.71KClosed |
$52.3K - $60.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 21.78% |
$59.7K - $68.7K
|
7.01K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.96KClosed |
$90.6K - $104K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.07K- 24.23% |
$93.9K - $108K
|
9.6K
$378K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.38K- 26.92% |
$103K - $119K
|
9.18K
$362K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.56K- 7.63% |
$109K - $126K
|
43.1K
$1.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.02KClosed |
$184K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.53KClosed |
$200K - $230K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.75KClosed |
$206K - $238K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
SELL
|
- |
-8.41K- 10.21% |
$257K - $296K
|
74K
$2.92M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.87KClosed |
$271K - $312K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.76KClosed |
$298K - $344K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-10.5KClosed |
$322K - $371K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-13.2KClosed |
$403K - $464K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-16.6KClosed |
$507K - $584K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.9KClosed |
$518K - $596K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.8KClosed |
$575K - $663K
|
0
$0
|