Purchases and Sales Made in Q1 2025 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2025. 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 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.49KNew |
$85.8K - $93.5K
|
2.49K
$84.2K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.45K+ 5.96% |
$84.5K - $92K
|
43.6K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.32K+ 0.14% |
$79.7K - $86.8K
|
1.69M
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.1KNew |
$72.3K - $78.7K
|
2.1K
$70.9K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.07K+ 2.99% |
$71.2K - $77.6K
|
71.2K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.98K+ 4.87% |
$68.3K - $74.3K
|
42.7K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.86K+ 10.36% |
$64.1K - $69.8K
|
19.8K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.81K+ 12.9% |
$62.4K - $67.9K
|
15.9K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 3.33% |
$59.5K - $64.8K
|
53.6K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.71K+ 21362.5% |
$58.8K - $64.1K
|
1.72K
$58K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.61K+ 15.49% |
$55.3K - $60.2K
|
12K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.52K+ 1.98% |
$52.3K - $56.9K
|
78.2K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.35K+ 1.71% |
$46.5K - $50.6K
|
80.4K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 0.31% |
$43.3K - $47.2K
|
402K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.21K+ 27.24% |
$41.5K - $45.2K
|
5.63K
$190K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.04K+ 1.95% |
$35.9K - $39.1K
|
54.5K
$1.84M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.01K+ 0.86% |
$34.8K - $37.9K
|
118K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
987+ 13.0% |
$34K - $37K
|
8.58K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
970+ 4.17% |
$33.4K - $36.4K
|
24.2K
$818K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
922+ 15.31% |
$31.7K - $34.6K
|
6.95K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
872+ 10.13% |
$30K - $32.7K
|
9.48K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
845+ 8.25% |
$29.1K - $31.7K
|
11.1K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
833New |
$28.7K - $31.2K
|
833
$28.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
815+ 2.47% |
$28.1K - $30.6K
|
33.9K
$1.14M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
602+ 79.42% |
$20.7K - $22.6K
|
1.36K
$45.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
551+ 2900.0% |
$19K - $20.7K
|
570
$19.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
515+ 20.77% |
$17.7K - $19.3K
|
3K
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
467+ 5.3% |
$16.1K - $17.5K
|
9.28K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$15.6K - $17K
|
453
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
448+ 1.31% |
$15.4K - $16.8K
|
34.6K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
430+ 0.33% |
$14.8K - $16.1K
|
129K
$4.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
379+ 390.72% |
$13K - $14.2K
|
476
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
372+ 6.87% |
$12.8K - $13.9K
|
5.79K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
321+ 78.1% |
$11.1K - $12K
|
732
$24.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
306+ 3400.0% |
$10.5K - $11.5K
|
315
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
303+ 3.65% |
$10.4K - $11.4K
|
8.61K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
286+ 1.11% |
$9.85K - $10.7K
|
26.1K
$881K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
217New |
$7.47K - $8.14K
|
217
$7.33K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
213+ 2.37% |
$7.33K - $7.99K
|
9.22K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
174+ 0.79% |
$5.99K - $6.52K
|
22.3K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
162New |
$5.58K - $6.07K
|
162
$5.47K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
134+ 0.82% |
$4.61K - $5.02K
|
16.4K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
133+ 0.66% |
$4.58K - $4.99K
|
20.4K
$690K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.18% |
$4.41K - $4.8K
|
11K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
124New |
$4.27K - $4.65K
|
124
$4.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 36.92% |
$4.13K - $4.5K
|
445
$15K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 6.75% |
$3.79K - $4.12K
|
1.74K
$58.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
96+ 4.31% |
$3.31K - $3.6K
|
2.32K
$78.4K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
89+ 0.99% |
$3.06K - $3.34K
|
9.07K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 0.84% |
$2.58K - $2.81K
|
8.96K
$303K
|