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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63+ 0.17% |
$2.17K - $2.36K
|
38.2K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
61+ 0.36% |
$2.1K - $2.29K
|
17K
$597K
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
57+ 0.2% |
$1.96K - $2.14K
|
28.3K
$997K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 0.21% |
$1.93K - $2.1K
|
27.4K
$964K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 757.14% |
$1.82K - $1.99K
|
60
$2.11K
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
51+ 0.85% |
$1.76K - $1.91K
|
6.03K
$212K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
44New |
$1.51K - $1.65K
|
44
$1.55K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
32+ 5.48% |
$1.1K - $1.2K
|
616
$21.7K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
28+ 0.82% |
$964 - $1.05K
|
3.43K
$121K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27New |
$930 - $1.01K
|
27
$951
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 0.86% |
$895 - $975
|
3.05K
$107K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$689 - $750
|
20
$704
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 4.26% |
$654 - $712
|
465
$16.4K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.03% |
$585 - $637
|
52.1K
$1.84M
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
17+ 0.2% |
$585 - $637
|
8.58K
$302K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14+ 0.22% |
$482 - $525
|
6.35K
$224K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 27.66% |
$448 - $487
|
60
$2.11K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.84% |
$344 - $375
|
1.2K
$42.4K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.84% |
$275 - $300
|
966
$34K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$241 - $262
|
7
$246
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$172 - $187
|
15K
$529K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.9% |
$172 - $187
|
560
$19.7K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.71% |
$103 - $112
|
426
$15K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.01% |
$103 - $112
|
41.8K
$1.47M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$34.4 - $37.5
|
8.37K
$295K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$34.4 - $37.5
|
23.4K
$824K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.37% |
$34.4 - $37.5
|
269
$9.47K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.96% |
$34.4 - $37.5
|
105
$3.7K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.01% |
$34.4 - $37.5
|
7.36K
$259K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$172 - $187
|
14K
$494K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 0.53% |
$516 - $562
|
2.8K
$98.7K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 4.69% |
$620 - $675
|
366
$12.9K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-31- 0.25% |
$1.07K - $1.16K
|
12.6K
$443K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-69- 0.07% |
$2.38K - $2.59K
|
97.8K
$3.44M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-70- 0.22% |
$2.41K - $2.62K
|
31.9K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-76- 25.5% |
$2.62K - $2.85K
|
222
$7.82K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-78- 0.15% |
$2.69K - $2.92K
|
52.1K
$1.83M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 0.83% |
$3.1K - $3.37K
|
10.8K
$381K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-100- 16.39% |
$3.44K - $3.75K
|
510
$18K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-107- 3.13% |
$3.68K - $4.01K
|
3.31K
$117K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-116- 60.42% |
$3.99K - $4.35K
|
76
$2.68K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-126- 1.44% |
$4.34K - $4.72K
|
8.65K
$304K
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-138- 0.21% |
$4.75K - $5.17K
|
65.2K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.69% |
$6.89K - $7.5K
|
28.7K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-232- 0.5% |
$7.99K - $8.7K
|
46.5K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-237- 1.06% |
$8.16K - $8.89K
|
22.2K
$782K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-249- 1.35% |
$8.57K - $9.34K
|
18.2K
$641K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 86.64% |
$9.16K - $9.97K
|
41
$1.44K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-287- 2.18% |
$9.88K - $10.8K
|
12.9K
$454K
|