Purchases and Sales Made in Q1 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14K+ 99.2% |
$420K - $482K
|
28.1K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13K+ 26.13% |
$389K - $446K
|
62.5K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.4KNew |
$371K - $426K
|
12.4K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
11.6K+ 83.18% |
$350K - $402K
|
25.7K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.6K+ 1.9% |
$350K - $401K
|
624K
$24.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$317K - $363K
|
10.5K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.4KNew |
$312K - $358K
|
10.4K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2KNew |
$308K - $353K
|
10.2K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
9.61K+ 17.81% |
$289K - $331K
|
63.6K
$2.5M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
9.5K+ 46.12% |
$285K - $327K
|
30.1K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.48KNew |
$285K - $327K
|
9.48K
$373K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.34KNew |
$281K - $322K
|
9.34K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.01K+ 13.32% |
$271K - $311K
|
76.6K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9KNew |
$270K - $310K
|
9K
$354K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.86K+ 14.73% |
$266K - $305K
|
69K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.75KNew |
$263K - $302K
|
8.75K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.58KNew |
$258K - $296K
|
8.58K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.59KNew |
$228K - $262K
|
7.59K
$298K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.59K+ 115.17% |
$228K - $261K
|
14.2K
$557K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.26KNew |
$218K - $250K
|
7.26K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$204K - $234K
|
6.8K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.46KNew |
$194K - $223K
|
6.46K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.34KNew |
$190K - $219K
|
6.34K
$249K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.33KNew |
$190K - $218K
|
6.33K
$249K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.3KNew |
$189K - $217K
|
6.3K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6.23KNew |
$187K - $215K
|
6.23K
$245K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6.17K+ 10.33% |
$185K - $213K
|
65.9K
$2.59M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.14K+ 88.57% |
$184K - $212K
|
13.1K
$514K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 14.65% |
$169K - $194K
|
44K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.44K+ 25.2% |
$163K - $187K
|
27K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.15K+ 14.51% |
$155K - $178K
|
40.7K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.1K+ 48.57% |
$153K - $176K
|
15.6K
$614K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.54K+ 18.24% |
$136K - $156K
|
29.4K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.28K+ 13.57% |
$128K - $147K
|
35.8K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.94K+ 84.88% |
$118K - $136K
|
8.58K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.54K+ 2.97% |
$106K - $122K
|
123K
$4.82M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.11K+ 3.48% |
$93.4K - $107K
|
92.5K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.05K+ 14.23% |
$91.5K - $105K
|
24.5K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.76K+ 6.33% |
$82.9K - $95.1K
|
46.4K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.73K+ 6.25% |
$82K - $94.1K
|
46.4K
$1.82M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.68K+ 8.78% |
$80.6K - $92.5K
|
33.2K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.68K+ 8.78% |
$80.6K - $92.5K
|
33.2K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.61K+ 388.41% |
$78.5K - $90.1K
|
3.29K
$129K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57KNew |
$77.3K - $88.7K
|
2.57K
$101K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.37K+ 1.82% |
$71.3K - $81.8K
|
133K
$5.23M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 6.83% |
$61.3K - $70.4K
|
31.9K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 8.5% |
$53.7K - $61.7K
|
22.8K
$898K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.78K+ 82.21% |
$53.3K - $61.2K
|
3.93K
$155K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.74K+ 2.95% |
$52.2K - $59.9K
|
60.7K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.63K+ 4.13% |
$49K - $56.2K
|
41.1K
$1.62M
|