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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 4.03% |
$51.7K - $59.4K
|
44.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.63K+ 4.13% |
$49K - $56.2K
|
41.1K
$1.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1.59K+ 3.98% |
$47.9K - $54.9K
|
41.6K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.59K+ 22.31% |
$47.6K - $54.6K
|
8.69K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.51K+ 0.85% |
$45.2K - $51.9K
|
179K
$6.54M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.47KNew |
$44.2K - $50.8K
|
1.47K
$53.9K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.24K+ 2.29% |
$37.3K - $42.8K
|
55.4K
$2.03M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.23KNew |
$36.8K - $42.2K
|
1.23K
$44.8K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.21K+ 3.05% |
$36.5K - $41.8K
|
41K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.13K+ 0.64% |
$33.9K - $38.9K
|
178K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.13K+ 2.03% |
$33.8K - $38.8K
|
56.6K
$2.07M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
1.1K+ 5.24% |
$32.9K - $37.7K
|
22K
$805K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
1.1K+ 5.24% |
$32.9K - $37.7K
|
22K
$805K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1K+ 3.04% |
$30K - $34.5K
|
33.9K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
962+ 14.03% |
$28.9K - $33.2K
|
7.82K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
910+ 2.55% |
$27.3K - $31.4K
|
36.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
732+ 10.16% |
$22K - $25.2K
|
7.93K
$290K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
716New |
$21.5K - $24.7K
|
716
$26.2K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
664+ 5.47% |
$19.9K - $22.9K
|
12.8K
$469K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
453+ 2.42% |
$13.6K - $15.6K
|
19.2K
$701K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$12K - $13.8K
|
400
$14.6K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 5.92% |
$12K - $13.8K
|
7.16K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
279New |
$8.38K - $9.62K
|
279
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
259+ 0.56% |
$7.78K - $8.93K
|
46.7K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
259+ 3.59% |
$7.78K - $8.93K
|
7.46K
$273K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
207+ 1.42% |
$6.22K - $7.14K
|
14.8K
$540K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
201New |
$6.04K - $6.93K
|
201
$7.35K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189New |
$5.68K - $6.51K
|
189
$6.91K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
180+ 0.27% |
$5.41K - $6.2K
|
67.6K
$2.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179+ 0.63% |
$5.38K - $6.17K
|
28.4K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
173+ 1.11% |
$5.2K - $5.96K
|
15.8K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131+ 0.25% |
$3.94K - $4.52K
|
52.1K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
128+ 1.04% |
$3.85K - $4.41K
|
12.5K
$457K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
76+ 0.64% |
$2.28K - $2.62K
|
11.9K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
70New |
$2.1K - $2.41K
|
70
$2.56K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
68+ 0.15% |
$2.04K - $2.34K
|
46.5K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
67+ 0.15% |
$2.01K - $2.31K
|
44.4K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 0.38% |
$1.89K - $2.17K
|
16.5K
$605K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 0.38% |
$1.89K - $2.17K
|
16.5K
$605K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
53+ 0.73% |
$1.59K - $1.83K
|
7.31K
$268K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
26+ 0.24% |
$781 - $896
|
10.7K
$393K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
23+ 0.26% |
$691 - $793
|
8.88K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 7.59% |
$661 - $758
|
312
$11.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.03% |
$481 - $552
|
55.8K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11+ 0.11% |
$330 - $379
|
10K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.81% |
$270 - $310
|
1.12K
$41.1K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.1% |
$240 - $276
|
8.19K
$299K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.81% |
$210 - $241
|
866
$31.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$30 - $34.5
|
40
$1.46K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$30 - $34.5
|
7.56K
$277K
|