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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.2% |
$30 - $34.5
|
501
$18.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.1% |
$30 - $34.5
|
1.03K
$37.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 1.57% |
$360 - $414
|
753
$27.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 0.64% |
$391 - $448
|
2.02K
$73.8K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17- 0.06% |
$511 - $586
|
27.4K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35- 0.42% |
$1.05K - $1.21K
|
8.38K
$306K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-63- 0.51% |
$1.89K - $2.17K
|
12.3K
$449K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-93- 5.62% |
$2.79K - $3.21K
|
1.56K
$57.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-120- 0.92% |
$3.6K - $4.14K
|
13K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-139- 99.29% |
$4.18K - $4.79K
|
1
$36.6
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-166- 2.51% |
$4.99K - $5.72K
|
6.44K
$236K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180- 0.27% |
$5.41K - $6.2K
|
67.4K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-209- 17.3% |
$6.28K - $7.2K
|
999
$36.5K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-239- 2.3% |
$7.18K - $8.24K
|
10.2K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-259- 2.19% |
$7.78K - $8.93K
|
11.6K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-292- 2.54% |
$8.77K - $10.1K
|
11.2K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-294- 6.14% |
$8.83K - $10.1K
|
4.5K
$164K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-381- 0.83% |
$11.4K - $13.1K
|
45.6K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-440- 2.64% |
$13.2K - $15.2K
|
16.2K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-445Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-468- 1.04% |
$14.1K - $16.1K
|
44.5K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-470- 4.85% |
$14.1K - $16.2K
|
9.23K
$338K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-490- 2.18% |
$14.7K - $16.9K
|
22K
$805K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.61% |
$15K - $17.2K
|
30.6K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-507- 3.54% |
$15.2K - $17.5K
|
13.8K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 2.43% |
$16.1K - $18.4K
|
21.5K
$785K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-589- 67.86% |
$17.7K - $20.3K
|
279
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-666- 9.92% |
$20K - $23K
|
6.05K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-743- 1.62% |
$22.3K - $25.6K
|
45.2K
$1.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-777- 43.73% |
$23.3K - $26.8K
|
1K
$36.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-842- 10.05% |
$25.3K - $29K
|
7.53K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-879- 8.12% |
$26.4K - $30.3K
|
9.94K
$364K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.01K- 10.65% |
$30.2K - $34.7K
|
8.44K
$309K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.04K- 13.69% |
$31.2K - $35.8K
|
6.55K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.16K- 8.24% |
$34.8K - $40K
|
12.9K
$472K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.29K- 22.01% |
$38.6K - $44.3K
|
4.56K
$167K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.29K- 8.54% |
$38.7K - $44.4K
|
13.8K
$504K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.45K- 13.45% |
$43.4K - $49.8K
|
9.3K
$340K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.46K- 0.45% |
$43.9K - $50.3K
|
323K
$11.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.53K- 5.46% |
$45.9K - $52.7K
|
26.5K
$968K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.6K- 11.87% |
$48.1K - $55.2K
|
11.9K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 6.38% |
$49.4K - $56.7K
|
24.1K
$882K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.66K- 1.78% |
$49.8K - $57.1K
|
91.4K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 7.57% |
$50.1K - $57.5K
|
20.4K
$746K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.85K- 1.25% |
$55.5K - $63.7K
|
146K
$5.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-1.98K- 3.68% |
$59.4K - $68.2K
|
51.8K
$1.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.98K- 5.62% |
$59.5K - $68.3K
|
33.3K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.01K- 11.37% |
$60.3K - $69.2K
|
15.6K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.11K- 23.11% |
$63.3K - $72.7K
|
7.01K
$257K
|