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 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-753- 30.06% |
$23.5K - $27.1K
|
1.75K
$68.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-762Closed |
$23.8K - $27.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-769- 9.39% |
$24K - $27.7K
|
7.42K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-800- 10.53% |
$25K - $28.8K
|
6.8K
$267K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 6.94% |
$25.8K - $29.7K
|
11.1K
$435K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-836- 3.57% |
$26.1K - $30.1K
|
22.6K
$889K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-989- 27.77% |
$30.9K - $35.6K
|
2.57K
$101K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.05K- 1.69% |
$32.9K - $38K
|
61.4K
$2.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.38KClosed |
$43.2K - $49.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.43K- 2.45% |
$44.6K - $51.4K
|
56.9K
$2.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.43K- 10.79% |
$44.6K - $51.5K
|
11.8K
$464K
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.44K- 11.05% |
$45K - $51.8K
|
11.6K
$455K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.46K- 9.48% |
$45.7K - $52.7K
|
14K
$549K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.46K- 7.89% |
$45.7K - $52.7K
|
17.1K
$671K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.46K- 1.07% |
$45.8K - $52.8K
|
136K
$5.35M
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 1.84% |
$46.8K - $54K
|
79.9K
$3.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.57K- 12.88% |
$49K - $56.5K
|
10.6K
$417K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.6K- 11.54% |
$50K - $57.6K
|
12.2K
$482K
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.6K- 11.54% |
$50K - $57.6K
|
12.2K
$482K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 45.83% |
$52.1K - $60K
|
1.97K
$77.4K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.78K- 52.93% |
$55.5K - $64K
|
1.58K
$62.1K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.79K- 18.7% |
$55.9K - $64.4K
|
7.77K
$306K
|
|
|
Jul 18, 2022
Q2 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.84K- 3.26% |
$57.4K - $66.2K
|
54.5K
$2.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.87K- 5.54% |
$58.4K - $67.3K
|
31.8K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.88K- 6.4% |
$58.6K - $67.6K
|
27.4K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.89K- 11.64% |
$59.2K - $68.2K
|
14.4K
$565K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.9K- 18.92% |
$59.5K - $68.6K
|
8.16K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 13.83% |
$59.6K - $68.7K
|
11.9K
$467K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.97KClosed |
$61.7K - $71.1K
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.1K- 1.6% |
$65.5K - $75.5K
|
129K
$5.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.11K- 4.28% |
$65.8K - $75.9K
|
47.1K
$1.85M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.26KClosed |
$70.7K - $81.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.27KClosed |
$71.1K - $82K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 12.96% |
$75.7K - $87.3K
|
16.3K
$640K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.62K- 7.56% |
$81.8K - $94.3K
|
32K
$1.26M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.79K- 8.42% |
$87.1K - $100K
|
30.3K
$1.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-2.8K- 19.88% |
$87.4K - $101K
|
11.3K
$443K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.87K- 17.67% |
$89.6K - $103K
|
13.4K
$525K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.91K- 18.92% |
$90.9K - $105K
|
12.5K
$490K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.03K- 96.12% |
$94.6K - $109K
|
122
$4.8K
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.05K- 31.22% |
$95.3K - $110K
|
6.71K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.13K- 5.53% |
$97.9K - $113K
|
53.5K
$2.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.14K- 40.9% |
$98.1K - $113K
|
4.53K
$178K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.3K- 31.1% |
$103K - $119K
|
7.31K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.47K- 4.09% |
$108K - $125K
|
81.3K
$3.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.52K- 2.13% |
$110K - $127K
|
161K
$6.35M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.58K- 3.93% |
$112K - $129K
|
87.4K
$3.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.71K- 6.0% |
$116K - $134K
|
58.2K
$2.29M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.95K- 1.39% |
$123K - $142K
|
279K
$11M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.09K- 2.41% |
$128K - $147K
|
166K
$6.52M
|