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 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.7K- 71.93% |
$384K - $466K
|
5.33K
$210K
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-14K- 34.15% |
$394K - $477K
|
27K
$1.06M
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-14.3K- 27.55% |
$402K - $487K
|
37.6K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-16.6KClosed |
$467K - $565K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
B&I Capital Ag
|
SELL
|
- |
-19.5K- 8.51% |
$548K - $664K
|
209K
$8.26M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 39.92% |
$550K - $666K
|
29.4K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-22.1K- 33.59% |
$623K - $755K
|
43.8K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 36.35% |
$632K - $765K
|
39.3K
$1.55M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.6K- 19.54% |
$636K - $771K
|
93.1K
$3.67M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.6K- 7.0% |
$637K - $772K
|
301K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-22.9K- 4.02% |
$644K - $780K
|
546K
$21.5M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.3K- 28.03% |
$711K - $862K
|
64.9K
$2.56M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-28.3K- 12.53% |
$797K - $966K
|
198K
$7.8M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.5K- 22.57% |
$830K - $1.01M
|
101K
$3.99M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29.7K- 64.0% |
$836K - $1.01M
|
16.7K
$659K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.4K- 83.88% |
$1.08M - $1.31M
|
7.39K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-40.5K- 50.94% |
$1.14M - $1.38M
|
39K
$1.54M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.3K- 17.7% |
$1.19M - $1.44M
|
197K
$7.76M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42.6K- 52.41% |
$1.2M - $1.45M
|
38.7K
$1.52M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-42.7K- 31.45% |
$1.2M - $1.46M
|
93.1K
$3.67M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.5K- 5.88% |
$1.22M - $1.48M
|
696K
$27.4M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-43.7K- 23.45% |
$1.23M - $1.49M
|
143K
$5.63M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-46.1K- 72.47% |
$1.3M - $1.57M
|
17.5K
$690K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.4K- 9.78% |
$1.31M - $1.58M
|
428K
$16.9M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-46.6K- 19.04% |
$1.31M - $1.59M
|
198K
$7.82M
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-48.5K- 28.28% |
$1.37M - $1.65M
|
123K
$4.85M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50.4K- 40.42% |
$1.42M - $1.72M
|
74.3K
$2.93M
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-60.2K- 71.07% |
$1.69M - $2.05M
|
24.5K
$966K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.5K- 38.12% |
$1.73M - $2.1M
|
99.9K
$3.94M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-64.2K- 9.97% |
$1.81M - $2.19M
|
580K
$22.9M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.6K- 9.59% |
$1.82M - $2.2M
|
609K
$24M
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-87.9K- 27.61% |
$2.47M - $3M
|
231K
$9.09M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-95.2K- 33.79% |
$2.68M - $3.25M
|
187K
$7.35M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-140K- 44.01% |
$3.95M - $4.79M
|
179K
$7.05M
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-587K- 39.65% |
$16.5M - $20M
|
893K
$35.2M
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-818K- 13.8% |
$23M - $27.9M
|
5.11M
$201M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34M- 68.91% |
$37.7M - $45.7M
|
604K
$23.8M
|