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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.45K- 16.95% |
$49.8K - $53.2K
|
7.11K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.46K- 40.0% |
$50.1K - $53.6K
|
2.19K
$78.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 2.6% |
$51K - $54.4K
|
55.6K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.13% |
$53K - $56.6K
|
70.9K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.55K- 7.58% |
$53.2K - $56.9K
|
18.9K
$678K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 3.17% |
$59.6K - $63.7K
|
53K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.81K- 15.4% |
$62.1K - $66.4K
|
9.95K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.89K- 2.97% |
$64.7K - $69.1K
|
61.5K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.91K- 14.23% |
$65.4K - $69.8K
|
11.5K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2K- 31.26% |
$68.5K - $73.2K
|
4.39K
$157K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.02K- 14.92% |
$69.2K - $73.9K
|
11.5K
$412K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.03K- 25.15% |
$69.5K - $74.2K
|
6.03K
$216K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.07K- 3.03% |
$71.1K - $76K
|
66.4K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 22.3% |
$74.8K - $79.9K
|
7.6K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.28K- 6.03% |
$78.1K - $83.4K
|
35.5K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.3K- 9.77% |
$78.9K - $84.2K
|
21.2K
$760K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.3K- 6.58% |
$78.9K - $84.3K
|
32.7K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.32K- 19.72% |
$79.7K - $85.1K
|
9.45K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.45K- 29.29% |
$84.1K - $89.9K
|
5.92K
$212K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.47K- 4.53% |
$84.5K - $90.3K
|
51.9K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-2.6K- 10.79% |
$89.2K - $95.3K
|
21.5K
$769K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.68K- 11.77% |
$91.8K - $98K
|
20.1K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.69K- 0.35% |
$92.1K - $98.4K
|
758K
$27.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.73K- 4.8% |
$93.6K - $100K
|
54.1K
$1.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.8K- 18.24% |
$96K - $103K
|
12.5K
$449K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.04K- 2.18% |
$104K - $111K
|
136K
$4.86M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.86K- 3.78% |
$132K - $141K
|
98.4K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.08K- 5.34% |
$140K - $150K
|
72.4K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.11K- 7.45% |
$141K - $151K
|
51.1K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.15K- 7.55% |
$142K - $152K
|
50.9K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.18K- 7.02% |
$143K - $153K
|
55.3K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.35K- 3.5% |
$149K - $159K
|
120K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-4.47K- 5.13% |
$153K - $164K
|
82.7K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 13.58% |
$154K - $164K
|
28.5K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.51K- 3.88% |
$155K - $165K
|
112K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.52K- 47.13% |
$155K - $165K
|
5.07K
$181K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.2K- 7.78% |
$178K - $191K
|
61.7K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.24K- 13.34% |
$180K - $192K
|
34K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-5.93K- 3.36% |
$204K - $217K
|
171K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.07K- 1.68% |
$208K - $222K
|
355K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-6.42K- 23.05% |
$220K - $235K
|
21.4K
$767K
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.99K- 10.76% |
$240K - $256K
|
58K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-7.33K- 55.7% |
$252K - $269K
|
5.83K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.74K- 16.92% |
$265K - $284K
|
38K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-8.16K- 41.07% |
$280K - $299K
|
11.7K
$419K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.43K- 17.45% |
$289K - $309K
|
39.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.52K- 16.85% |
$292K - $312K
|
42K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.55K- 16.91% |
$293K - $313K
|
42K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 7.12% |
$345K - $368K
|
131K
$4.69M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.1K- 11.53% |
$345K - $369K
|
77.3K
$2.77M
|