Purchases and Sales Made in Q2 2022 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.91KNew |
$279K - $321K
|
8.91K
$351K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.6KNew |
$269K - $310K
|
8.6K
$338K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.34KNew |
$261K - $300K
|
8.34K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
8.11K+ 12.59% |
$254K - $292K
|
72.5K
$2.85M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.77KNew |
$243K - $280K
|
7.77K
$306K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.74KNew |
$242K - $279K
|
7.74K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.73KNew |
$242K - $279K
|
7.73K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.26K+ 26.71% |
$227K - $262K
|
34.5K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.24K+ 68.92% |
$226K - $261K
|
17.7K
$698K
|
|
|
Aug 05, 2022
Q2 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.12KNew |
$223K - $257K
|
7.12K
$280K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
7.07KNew |
$221K - $255K
|
7.07K
$278K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6.73K+ 179.26% |
$210K - $242K
|
10.5K
$412K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.67KNew |
$208K - $240K
|
6.67K
$262K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.67KNew |
$208K - $240K
|
6.67K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.55KNew |
$205K - $236K
|
6.55K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.55KNew |
$205K - $236K
|
6.55K
$258K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
6.19KNew |
$193K - $223K
|
6.19K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6KNew |
$187K - $216K
|
6K
$236K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.87K+ 66.73% |
$184K - $212K
|
14.7K
$577K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.86K+ 6.02% |
$183K - $211K
|
103K
$4.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.78KNew |
$181K - $208K
|
5.78K
$227K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.43KNew |
$170K - $196K
|
5.43K
$213K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.1K+ 23.18% |
$159K - $184K
|
27.1K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 63.14% |
$142K - $164K
|
11.7K
$461K
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.61K+ 24.93% |
$113K - $130K
|
18.1K
$712K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.37K+ 37.61% |
$105K - $122K
|
12.3K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.32K+ 115.91% |
$104K - $120K
|
6.19K
$243K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.8K+ 184.68% |
$87.4K - $101K
|
4.31K
$170K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
2.78K+ 24.64% |
$86.9K - $100K
|
14.1K
$553K
|
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.75K+ 5.73% |
$86K - $99.1K
|
50.8K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.59K+ 34.09% |
$81K - $93.4K
|
10.2K
$401K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$78.2K - $90.1K
|
2.5K
$98.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$76K - $87.6K
|
2.43K
$95.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.43K+ 1747.48% |
$75.9K - $87.5K
|
2.57K
$101K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.3K+ 23.17% |
$72K - $83K
|
12.2K
$482K
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.29K+ 29.1% |
$71.6K - $82.5K
|
10.2K
$399K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24KNew |
$70.1K - $80.9K
|
2.24K
$88.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.17K+ 12.14% |
$67.8K - $78.2K
|
20K
$788K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2.09K+ 3.92% |
$65.3K - $75.3K
|
55.4K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.03KNew |
$63.3K - $73K
|
2.03K
$79.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 4.34% |
$62.2K - $71.7K
|
47.8K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.88K+ 222.68% |
$58.6K - $67.6K
|
2.72K
$107K
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.87K+ 4.34% |
$58.5K - $67.4K
|
45K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.87K+ 4.34% |
$58.5K - $67.4K
|
45K
$1.77M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.79K+ 4.81% |
$55.9K - $64.5K
|
39K
$1.53M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.77KNew |
$55.5K - $63.9K
|
1.77K
$69.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 9.67% |
$41.8K - $48.2K
|
15.2K
$597K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$41.6K - $48K
|
1.33K
$52.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.23K+ 5.66% |
$38.3K - $44.1K
|
22.9K
$899K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$47.7K
|