Purchases and Sales Made in Q1 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2024. 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 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 3.79% |
$39.2K - $41.9K
|
31.3K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 62.42% |
$38.9K - $41.5K
|
2.95K
$104K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 4.94% |
$38.7K - $41.3K
|
23.9K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
763+ 9.16% |
$26.2K - $28K
|
9.09K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
723+ 4.37% |
$24.8K - $26.5K
|
17.3K
$608K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
699+ 1.09% |
$24K - $25.6K
|
65K
$2.29M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
699+ 4.02% |
$24K - $25.6K
|
18.1K
$637K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
686+ 2.25% |
$23.5K - $25.1K
|
31.1K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
648+ 4.81% |
$22.2K - $23.7K
|
14.1K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
609New |
$20.9K - $22.3K
|
609
$21.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.0% |
$20.6K - $22K
|
60.4K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
546+ 4.12% |
$18.7K - $20K
|
13.8K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
543+ 1.15% |
$18.6K - $19.9K
|
47.6K
$1.68M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
502+ 3.0% |
$17.2K - $18.4K
|
17.3K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
502+ 1.15% |
$17.2K - $18.4K
|
44K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
443+ 2.89% |
$15.2K - $16.2K
|
15.8K
$556K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
418+ 0.49% |
$14.3K - $15.3K
|
85.7K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
414+ 1.46% |
$14.2K - $15.2K
|
28.8K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
393+ 0.49% |
$13.5K - $14.4K
|
80.7K
$2.84M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
372+ 0.55% |
$12.8K - $13.6K
|
67.6K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$10.6K - $11.3K
|
308
$10.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
305+ 2.0% |
$10.5K - $11.2K
|
15.6K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
292+ 5.81% |
$10K - $10.7K
|
5.32K
$187K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
275+ 13.08% |
$9.43K - $10.1K
|
2.38K
$83.7K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
221New |
$7.58K - $8.1K
|
221
$7.78K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 0.14% |
$6.28K - $6.71K
|
127K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
171+ 0.48% |
$5.87K - $6.27K
|
35.7K
$1.26M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166+ 12.11% |
$5.69K - $6.08K
|
1.54K
$54.1K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
164+ 287.72% |
$5.63K - $6.01K
|
221
$7.78K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
161+ 2.25% |
$5.52K - $5.9K
|
7.32K
$258K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
154+ 1.11% |
$5.28K - $5.64K
|
14K
$493K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
116+ 1.27% |
$3.98K - $4.25K
|
9.24K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
95+ 0.24% |
$3.26K - $3.48K
|
39.7K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
78+ 1.09% |
$2.68K - $2.86K
|
7.2K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
67+ 21.68% |
$2.3K - $2.45K
|
376
$13.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
67+ 24.19% |
$2.3K - $2.45K
|
344
$12.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 0.23% |
$2.02K - $2.16K
|
25.4K
$896K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.52% |
$1.85K - $1.98K
|
10.3K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51New |
$1.75K - $1.87K
|
51
$1.8K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
50+ 0.15% |
$1.71K - $1.83K
|
32.9K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46+ 0.69% |
$1.58K - $1.69K
|
6.74K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
44+ 0.77% |
$1.51K - $1.61K
|
5.79K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$823 - $879
|
24
$845
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 14.86% |
$755 - $806
|
170
$5.99K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 0.47% |
$686 - $733
|
4.29K
$151K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$686 - $733
|
7.98K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.02% |
$549 - $586
|
85.7K
$3.02M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16New |
$549 - $586
|
16
$563
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.18% |
$446 - $476
|
7.33K
$258K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.19% |
$412 - $440
|
6.29K
$221K
|