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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.6K- 19.47% |
$590K - $677K
|
81.2K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21K- 54.86% |
$630K - $722K
|
17.2K
$680K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.8K- 4.58% |
$684K - $785K
|
474K
$18.7M
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.8K- 28.63% |
$745K - $855K
|
61.8K
$2.44M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-26.4K- 10.46% |
$793K - $910K
|
226K
$8.92M
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-29.1K- 10.33% |
$874K - $1M
|
253K
$9.96M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-29.5K- 26.1% |
$887K - $1.02M
|
83.6K
$3.3M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.3K- 7.06% |
$1.33M - $1.53M
|
584K
$23M
|
|
May 10, 2023
Q1 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-46.3K- 57.25% |
$1.39M - $1.6M
|
34.6K
$1.36M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-53.6K- 40.34% |
$1.61M - $1.85M
|
79.3K
$3.13M
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 6.13% |
$1.68M - $1.93M
|
856K
$33.7M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-58.6K- 40.89% |
$1.76M - $2.02M
|
84.7K
$3.34M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.4K- 18.45% |
$1.81M - $2.08M
|
267K
$10.5M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-61.3K- 24.76% |
$1.84M - $2.11M
|
186K
$7.35M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-67.2K- 97.95% |
$2.02M - $2.32M
|
1.4K
$55.4K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.5K- 9.71% |
$2.06M - $2.36M
|
638K
$25.1M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70K- 9.41% |
$2.1M - $2.41M
|
674K
$26.6M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-73.6K- 10.26% |
$2.21M - $2.54M
|
644K
$25.4M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75K- 54.86% |
$2.25M - $2.59M
|
61.7K
$2.43M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-83.3K- 34.05% |
$2.5M - $2.87M
|
161K
$6.37M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-97.8K- 17.33% |
$2.94M - $3.37M
|
466K
$18.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-103K- 20.5% |
$3.11M - $3.56M
|
401K
$15.8M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-158K- 57.74% |
$4.75M - $5.45M
|
116K
$4.56M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-171K- 1.53% |
$5.13M - $5.89M
|
11M
$432M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-182K- 51.27% |
$5.48M - $6.29M
|
173K
$6.83M
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-189K- 2.04% |
$5.67M - $6.5M
|
9.05M
$357M
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-218K- 22.25% |
$6.55M - $7.52M
|
762K
$30M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-285K- 86.13% |
$8.55M - $9.81M
|
45.8K
$1.81M
|
|
May 11, 2023
Q1 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-957K- 93.92% |
$28.8M - $33M
|
62K
$2.44M
|