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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 3.27% |
$68.5K - $78.6K
|
67.4K
$2.47M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.37K- 15.94% |
$71.1K - $81.6K
|
12.5K
$457K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.45K- 24.61% |
$73.6K - $84.5K
|
7.51K
$275K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.53K- 21.86% |
$75.9K - $87.1K
|
9.04K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.58K- 4.95% |
$77.6K - $89K
|
49.6K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.65K- 34.08% |
$79.7K - $91.4K
|
5.13K
$188K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.66K- 13.81% |
$80K - $91.8K
|
16.6K
$608K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.68K- 4.04% |
$80.6K - $92.4K
|
63.8K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.75K- 11.5% |
$82.5K - $94.7K
|
21.1K
$773K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 43.89% |
$83K - $95.2K
|
3.53K
$129K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.92K- 26.79% |
$87.8K - $101K
|
7.99K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.94K- 8.32% |
$88.4K - $101K
|
32.4K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.96K- 2.32% |
$88.9K - $102K
|
125K
$4.56M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.09K- 1.27% |
$92.7K - $106K
|
239K
$8.75M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 3.04% |
$106K - $122K
|
113K
$4.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.54K- 12.27% |
$106K - $122K
|
25.3K
$926K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.56K- 8.56% |
$107K - $123K
|
38K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.75K- 20.21% |
$113K - $129K
|
14.8K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.89K- 26.83% |
$117K - $134K
|
10.6K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.97K- 5.21% |
$119K - $137K
|
72.3K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.01K- 5.19% |
$121K - $138K
|
73.4K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.16K- 4.59% |
$125K - $143K
|
86.3K
$3.16M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.35K- 18.07% |
$131K - $150K
|
19.7K
$721K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-4.73K- 3.37% |
$142K - $163K
|
136K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.87K- 15.45% |
$146K - $168K
|
26.6K
$974K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.89K- 9.07% |
$147K - $168K
|
49K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.96K- 5.11% |
$149K - $171K
|
92.2K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5K- 8.75% |
$150K - $172K
|
52.2K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.1K- 21.18% |
$153K - $176K
|
19K
$695K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.26K- 8.92% |
$158K - $181K
|
53.7K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.36K- 10.6% |
$161K - $185K
|
45.2K
$1.65M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.73K- 18.41% |
$172K - $197K
|
25.4K
$928K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-5.74K- 69.6% |
$172K - $198K
|
2.51K
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.81K- 7.69% |
$174K - $200K
|
69.6K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.36K- 48.05% |
$191K - $219K
|
6.88K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.16K- 2.2% |
$215K - $247K
|
319K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.38K- 13.75% |
$252K - $289K
|
52.6K
$1.92M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.42K- 55.1% |
$283K - $325K
|
7.68K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 3.62% |
$307K - $353K
|
272K
$9.95M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-10.3K- 9.43% |
$308K - $354K
|
98.6K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
B&I Capital Ag
|
SELL
|
- |
-10.4K- 4.35% |
$312K - $358K
|
229K
$8.37M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.9K- 15.71% |
$359K - $412K
|
64.1K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-12K- 15.37% |
$360K - $413K
|
65.9K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12.8K- 86.53% |
$385K - $441K
|
1.99K
$72.9K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 49.57% |
$386K - $443K
|
13.1K
$478K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-14.3K- 9.41% |
$428K - $491K
|
137K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-14.7K- 30.22% |
$441K - $507K
|
33.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.6K- 1.16% |
$469K - $538K
|
1.33M
$48.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.7K- 10.76% |
$473K - $543K
|
131K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-15.8K- 62.42% |
$474K - $544K
|
9.5K
$347K
|