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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.78% |
$309 - $330
|
1.16K
$41.6K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.05% |
$274 - $293
|
15.2K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.09% |
$274 - $293
|
8.77K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$240 - $256
|
6.42K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4- 0.05% |
$137 - $147
|
7.55K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-10- 0.39% |
$343 - $366
|
2.52K
$90.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 60.0% |
$515 - $550
|
10
$358
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-22- 0.11% |
$755 - $806
|
20.7K
$740K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24- 0.08% |
$823 - $879
|
28.3K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-28- 0.2% |
$960 - $1.03K
|
14K
$502K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.53% |
$1.03K - $1.1K
|
5.6K
$200K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-30- 0.16% |
$1.03K - $1.1K
|
18.3K
$655K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-47- 0.44% |
$1.61K - $1.72K
|
10.7K
$383K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-70- 0.81% |
$2.4K - $2.56K
|
8.55K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-76- 2.41% |
$2.61K - $2.78K
|
3.07K
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 20.12% |
$3.43K - $3.66K
|
397
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-128- 1.17% |
$4.39K - $4.69K
|
10.8K
$386K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-139- 1.87% |
$4.77K - $5.09K
|
7.3K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-160- 13.45% |
$5.49K - $5.86K
|
1.03K
$36.9K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-192- 6.9% |
$6.59K - $7.03K
|
2.59K
$92.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-243- 2.32% |
$8.33K - $8.9K
|
10.2K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-275- 3.23% |
$9.43K - $10.1K
|
8.24K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 27.61% |
$10.5K - $11.2K
|
805
$28.8K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-484- 0.47% |
$16.6K - $17.7K
|
103K
$3.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-493- 2.06% |
$16.9K - $18.1K
|
23.5K
$840K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-517- 5.75% |
$17.7K - $18.9K
|
8.48K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-520- 0.86% |
$17.8K - $19.1K
|
59.8K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-618- 0.87% |
$21.2K - $22.6K
|
70.6K
$2.53M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-689- 1.61% |
$23.6K - $25.2K
|
42K
$1.5M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-689- 1.61% |
$23.6K - $25.2K
|
42K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-742- 11.09% |
$25.5K - $27.2K
|
5.95K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-842- 11.06% |
$28.9K - $30.9K
|
6.77K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-858- 3.96% |
$29.4K - $31.4K
|
20.8K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-887- 99.66% |
$30.4K - $32.5K
|
3
$107
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-896- 70.5% |
$30.7K - $32.8K
|
375
$13.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1K- 10.27% |
$34.3K - $36.6K
|
8.73K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1K- 3.99% |
$34.3K - $36.7K
|
24.1K
$861K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 10.37% |
$34.4K - $36.7K
|
8.67K
$310K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 77.22% |
$34.9K - $37.3K
|
300
$10.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 66.88% |
$35.4K - $37.8K
|
511
$18.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.05K- 7.47% |
$36.2K - $38.6K
|
13.1K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.06K- 6.9% |
$36.2K - $38.7K
|
14.2K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.09K- 7.64% |
$37.4K - $39.9K
|
13.2K
$472K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.12K- 8.11% |
$38.3K - $40.9K
|
12.6K
$453K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.15K- 2.37% |
$39.4K - $42.1K
|
47.3K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.16K- 22.4% |
$39.9K - $42.6K
|
4.03K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.23K- 1.65% |
$42.3K - $45.1K
|
73.6K
$2.64M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.33K- 16.44% |
$45.4K - $48.5K
|
6.74K
$241K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.39K- 46.31% |
$47.6K - $50.9K
|
1.61K
$57.6K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 34.45% |
$49.4K - $52.7K
|
2.74K
$98K
|