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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
50+ 0.97% |
$1.41K - $1.7K
|
5.18K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
40New |
$1.13K - $1.36K
|
40
$1.57K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.62% |
$1.13K - $1.36K
|
6.48K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34+ 4.37% |
$957 - $1.16K
|
812
$31.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16+ 0.21% |
$450 - $545
|
7.58K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
11+ 0.98% |
$310 - $375
|
1.14K
$44.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$281 - $341
|
10
$393
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 1.0% |
$281 - $341
|
1.01K
$39.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.92% |
$225 - $273
|
874
$34.4K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 1.0% |
$141 - $170
|
506
$19.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-12- 3.85% |
$338 - $409
|
300
$11.8K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 0.19% |
$450 - $545
|
8.42K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-63- 0.01% |
$1.77K - $2.15K
|
762K
$30M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-87- 6.2% |
$2.45K - $2.97K
|
1.32K
$51.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-166- 1.46% |
$4.67K - $5.66K
|
11.2K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-172- 1.25% |
$4.84K - $5.86K
|
13.6K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-193- 4.29% |
$5.43K - $6.58K
|
4.3K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-197- 0.45% |
$5.54K - $6.72K
|
43.8K
$1.72M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-200- 2.62% |
$5.63K - $6.82K
|
7.44K
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-287- 2.72% |
$8.08K - $9.78K
|
10.3K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-334- 2.58% |
$9.4K - $11.4K
|
12.6K
$497K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-341- 3.97% |
$9.6K - $11.6K
|
8.24K
$324K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-354- 4.84% |
$9.96K - $12.1K
|
6.96K
$274K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-355- 5.87% |
$9.99K - $12.1K
|
5.7K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-383- 2.51% |
$10.8K - $13.1K
|
14.9K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-396- 0.63% |
$11.1K - $13.5K
|
62.1K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-424- 6.47% |
$11.9K - $14.5K
|
6.13K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-436- 1.91% |
$12.3K - $14.9K
|
22.4K
$881K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-544- 3.35% |
$15.3K - $18.5K
|
15.7K
$617K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-621- 0.15% |
$17.5K - $21.2K
|
400K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-699- 9.11% |
$19.7K - $23.8K
|
6.98K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-711- 45.52% |
$20K - $24.2K
|
851
$33.5K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-765- 11.12% |
$21.5K - $26.1K
|
6.12K
$241K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-936- 2.07% |
$26.3K - $31.9K
|
44.3K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-971- 9.05% |
$27.3K - $33.1K
|
9.76K
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-991- 2.92% |
$27.9K - $33.8K
|
32.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1K- 30.45% |
$28.2K - $34.1K
|
2.29K
$89.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.02K- 99.12% |
$28.7K - $34.7K
|
9
$354
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 1.87% |
$29.4K - $35.6K
|
54.8K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.14K- 7.69% |
$32.1K - $38.9K
|
13.7K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.15K- 12.43% |
$32.3K - $39.1K
|
8.08K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.16K- 3.94% |
$32.6K - $39.5K
|
28.2K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.31K- 2.56% |
$36.8K - $44.6K
|
49.7K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.36K- 12.83% |
$38.3K - $46.4K
|
9.24K
$363K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.37K- 5.16% |
$38.4K - $46.5K
|
25.1K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.41K- 17.66% |
$39.7K - $48.1K
|
6.58K
$259K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.5K- 23.77% |
$42.2K - $51.1K
|
4.81K
$189K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.52K- 4.98% |
$42.8K - $51.9K
|
29K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.54K- 2.87% |
$43.3K - $52.5K
|
52.2K
$2.05M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.57K- 50.08% |
$44.2K - $53.6K
|
1.57K
$61.6K
|