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 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.09K- 2.41% |
$128K - $147K
|
166K
$6.07M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.7K- 17.1% |
$147K - $169K
|
22.8K
$833K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.01K- 12.86% |
$157K - $181K
|
34K
$1.24M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.46K- 31.87% |
$171K - $197K
|
11.7K
$427K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.79KClosed |
$181K - $209K
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.82KClosed |
$182K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.87KClosed |
$183K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6KClosed |
$187K - $216K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.13K- 33.85% |
$192K - $221K
|
12K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.23KClosed |
$195K - $225K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-6.46K- 47.13% |
$202K - $233K
|
7.24K
$265K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.55KClosed |
$205K - $236K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.58KClosed |
$206K - $237K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.71K- 4.29% |
$210K - $242K
|
150K
$5.48M
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-6.77K- 9.15% |
$212K - $244K
|
67.2K
$2.46M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.8K- 2.61% |
$213K - $245K
|
254K
$9.29M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.89KClosed |
$216K - $248K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-7KClosed |
$219K - $252K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.31KClosed |
$229K - $264K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.8K- 6.95% |
$244K - $281K
|
105K
$3.82M
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.99KClosed |
$250K - $288K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-8K- 19.99% |
$250K - $288K
|
32K
$1.17M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-8.04K- 3.66% |
$251K - $290K
|
212K
$7.75M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.54K- 15.22% |
$267K - $308K
|
47.6K
$1.74M
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.55K- 39.96% |
$267K - $308K
|
12.8K
$470K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.84K- 26.75% |
$276K - $319K
|
24.2K
$885K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.93KClosed |
$279K - $322K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.18KClosed |
$287K - $331K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.22K- 15.95% |
$288K - $332K
|
48.6K
$1.78M
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.8K- 49.25% |
$306K - $353K
|
10.1K
$369K
|
|
Aug 12, 2022
Q2 2022
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-10.4K- 10.68% |
$324K - $373K
|
86.6K
$3.17M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.1K- 9.24% |
$346K - $399K
|
109K
$3.98M
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-11.4KClosed |
$357K - $412K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.8KClosed |
$368K - $424K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.5K- 2.68% |
$389K - $449K
|
452K
$16.5M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12.5KClosed |
$390K - $450K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.7K- 2.4% |
$428K - $494K
|
558K
$20.4M
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-16.6KClosed |
$519K - $599K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17K- 1.95% |
$530K - $612K
|
851K
$31.1M
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-17.1K- 63.64% |
$534K - $615K
|
9.75K
$357K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 2.12% |
$550K - $634K
|
811K
$29.7M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.9K- 54.1% |
$592K - $682K
|
16.1K
$588K
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-19.3K- 9.73% |
$602K - $694K
|
179K
$6.53M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 11.69% |
$616K - $710K
|
149K
$5.44M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-19.9KClosed |
$621K - $716K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 26.09% |
$630K - $726K
|
57.1K
$2.09M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-20.7K- 22.71% |
$647K - $746K
|
70.5K
$2.58M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20.8KClosed |
$650K - $750K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-21KClosed |
$656K - $757K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-22.3KClosed |
$697K - $803K
|
0
$0
|