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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.64K- 18.84% |
$46.1K - $55.8K
|
7.05K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.73K- 16.91% |
$48.8K - $59.1K
|
8.51K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.76K- 7.82% |
$49.6K - $60.1K
|
20.8K
$817K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.77K- 6.23% |
$49.8K - $60.3K
|
26.6K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.82K- 23.27% |
$51.2K - $62K
|
6K
$236K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.85K- 47.1% |
$52.1K - $63.2K
|
2.08K
$81.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.88K- 17.82% |
$52.8K - $64K
|
8.65K
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2K- 3.83% |
$56.3K - $68.2K
|
50.2K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.33K- 5.6% |
$65.6K - $79.5K
|
39.3K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.51K- 5.05% |
$70.5K - $85.4K
|
47.1K
$1.85M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.53K- 17.39% |
$71.2K - $86.2K
|
12K
$473K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.6K- 25.03% |
$73.1K - $88.5K
|
7.78K
$306K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-2.72K- 21.93% |
$76.5K - $92.7K
|
9.68K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.79K- 3.34% |
$78.5K - $95K
|
80.8K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.04K- 2.22% |
$85.7K - $104K
|
134K
$5.28M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.12K- 3.87% |
$87.9K - $106K
|
77.5K
$3.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.32K- 8.74% |
$93.5K - $113K
|
34.7K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.61K- 13.55% |
$102K - $123K
|
23K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.75K- 2.16% |
$105K - $128K
|
170K
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.75K- 11.57% |
$106K - $128K
|
28.7K
$1.13M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4K- 2.73% |
$113K - $136K
|
142K
$5.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.34K- 12.79% |
$122K - $148K
|
29.6K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.35K- 3.87% |
$122K - $148K
|
108K
$4.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-4.38K- 36.82% |
$123K - $149K
|
7.51K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.84K- 39.38% |
$136K - $165K
|
7.44K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.98K- 31.57% |
$140K - $170K
|
10.8K
$425K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-4.98K- 10.92% |
$140K - $170K
|
40.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.21K- 12.67% |
$147K - $178K
|
35.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.38K- 26.37% |
$151K - $183K
|
15K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.43K- 12.01% |
$153K - $185K
|
39.8K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.48K- 37.16% |
$154K - $187K
|
9.27K
$365K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.82K- 8.05% |
$164K - $198K
|
66.5K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.09K- 8.3% |
$171K - $207K
|
67.3K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 46.97% |
$173K - $209K
|
6.93K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.37K- 8.06% |
$207K - $251K
|
84K
$3.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-7.43K- 11.22% |
$209K - $253K
|
58.8K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-8.09K- 8.21% |
$228K - $276K
|
90.5K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-8.8K- 18.71% |
$248K - $300K
|
38.2K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.86K- 12.84% |
$249K - $302K
|
60.1K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-9.35K- 17.17% |
$263K - $319K
|
45.1K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.87K- 12.97% |
$278K - $337K
|
66.2K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.1K- 10.93% |
$284K - $344K
|
82.2K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.4K- 49.25% |
$293K - $355K
|
10.7K
$422K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11K- 45.02% |
$310K - $375K
|
13.4K
$529K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12K- 13.02% |
$337K - $409K
|
80.1K
$3.15M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.3K- 44.86% |
$346K - $420K
|
15.1K
$595K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.6K- 4.64% |
$355K - $430K
|
259K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.6K- 13.66% |
$355K - $431K
|
79.8K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.7K- 4.74% |
$356K - $431K
|
254K
$10M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.1K- 21.15% |
$368K - $446K
|
48.7K
$1.92M
|