Purchases and Sales Made in Q2 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.37K+ 18.96% |
$66.6K - $80.7K
|
14.9K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.32K+ 8.6% |
$65.4K - $79.2K
|
29.3K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 30.39% |
$61.2K - $74.2K
|
9.34K
$368K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 30.39% |
$61.2K - $74.2K
|
9.34K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 3.11% |
$59.1K - $71.6K
|
69.7K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.08K+ 3.74% |
$58.4K - $70.8K
|
57.5K
$2.27M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
2.06K+ 9.36% |
$57.9K - $70.2K
|
24.1K
$948K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
2.06K+ 9.36% |
$57.9K - $70.2K
|
24.1K
$948K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.95K+ 1.47% |
$54.8K - $66.4K
|
135K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 8.83% |
$53.3K - $64.6K
|
23.4K
$921K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85KNew |
$52.1K - $63.1K
|
1.85K
$72.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81K+ 39.65% |
$50.8K - $61.6K
|
6.36K
$251K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.26KNew |
$35.4K - $42.9K
|
1.26K
$49.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.24K+ 2.67% |
$34.9K - $42.3K
|
47.7K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 1.91% |
$34.6K - $41.9K
|
65.6K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.2K+ 3.29% |
$33.8K - $40.9K
|
37.8K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.11KNew |
$31.3K - $38K
|
1.11K
$43.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.11K+ 11.74% |
$31.3K - $37.9K
|
10.6K
$418K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04K+ 7.3% |
$29.1K - $35.3K
|
15.2K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
959+ 9.55% |
$27K - $32.7K
|
11K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
904+ 2.79% |
$25.4K - $30.8K
|
33.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
876New |
$24.7K - $29.9K
|
876
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
870+ 1.87% |
$24.5K - $29.7K
|
47.3K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
842New |
$23.7K - $28.7K
|
842
$33.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
816New |
$23K - $27.8K
|
816
$32.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
707New |
$19.9K - $24.1K
|
707
$27.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
703+ 3.67% |
$19.8K - $24K
|
19.9K
$783K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
666+ 88.45% |
$18.7K - $22.7K
|
1.42K
$56K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
660+ 3.35% |
$18.6K - $22.5K
|
20.4K
$803K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
653+ 0.22% |
$18.4K - $22.3K
|
304K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
652+ 5.22% |
$18.3K - $22.2K
|
13.1K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
581+ 1.12% |
$16.3K - $19.8K
|
52.6K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
563+ 5.03% |
$15.8K - $19.2K
|
11.8K
$464K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
445+ 1.76% |
$12.5K - $15.2K
|
25.8K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
432+ 3.37% |
$12.2K - $14.7K
|
13.2K
$522K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
403+ 1.83% |
$11.3K - $13.7K
|
22.4K
$884K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
369+ 1.57% |
$10.4K - $12.6K
|
23.9K
$944K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
314+ 112.54% |
$8.84K - $10.7K
|
593
$23.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
314+ 112.54% |
$8.84K - $10.7K
|
593
$23.4K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
260New |
$7.32K - $8.86K
|
260
$10.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
249+ 0.7% |
$7.01K - $8.49K
|
36K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
233+ 1.25% |
$6.56K - $7.94K
|
18.9K
$746K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
159+ 0.66% |
$4.47K - $5.42K
|
24.3K
$957K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
145+ 1.63% |
$4.08K - $4.94K
|
9.02K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
115New |
$3.24K - $3.92K
|
115
$4.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
105+ 1.41% |
$2.95K - $3.58K
|
7.57K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
103+ 1.04% |
$2.9K - $3.51K
|
10K
$396K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85+ 0.71% |
$2.39K - $2.9K
|
12K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
81New |
$2.28K - $2.76K
|
81
$3.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62+ 0.78% |
$1.74K - $2.11K
|
8K
$315K
|