Purchases and Sales Made in Q2 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 2024. 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 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74K+ 2.46% |
$53.8K - $61K
|
72.6K
$2.6M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 26.71% |
$51.9K - $58.9K
|
7.96K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.53K+ 8.84% |
$47.2K - $53.5K
|
18.8K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1.5K+ 6.98% |
$46.4K - $52.6K
|
23K
$823K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.47K+ 2.09% |
$45.6K - $51.7K
|
72.1K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.36K+ 4.12% |
$41.9K - $47.5K
|
34.2K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.31K+ 11.44% |
$40.6K - $46.1K
|
12.8K
$458K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.29K+ 160.25% |
$39.9K - $45.2K
|
2.1K
$75K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27KNew |
$39.3K - $44.6K
|
1.27K
$45.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.23K+ 14.42% |
$37.9K - $43K
|
9.72K
$348K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.2K+ 1.99% |
$37.1K - $42.1K
|
61.6K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.14K+ 7.23% |
$35.3K - $40K
|
16.9K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1KNew |
$30.9K - $35.1K
|
1K
$35.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
833+ 277.67% |
$25.8K - $29.2K
|
1.13K
$40.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
786+ 1.92% |
$24.3K - $27.6K
|
41.8K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
785New |
$24.3K - $27.5K
|
785
$28.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
647+ 7.38% |
$20K - $22.7K
|
9.41K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
611+ 23.58% |
$18.9K - $21.4K
|
3.2K
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
602New |
$18.6K - $21.1K
|
602
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
544New |
$16.8K - $19.1K
|
544
$19.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
$15.5K - $17.5K
|
500
$17.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
465+ 6.35% |
$14.4K - $16.3K
|
7.79K
$279K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370New |
$11.4K - $13K
|
370
$13.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
323+ 0.68% |
$9.99K - $11.3K
|
47.9K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$9.53K - $10.8K
|
308
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
237+ 1.81% |
$7.33K - $8.31K
|
13.3K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
221+ 21.46% |
$6.84K - $7.75K
|
1.25K
$44.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
219+ 1.35% |
$6.77K - $7.68K
|
16.4K
$588K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
193+ 0.82% |
$5.97K - $6.77K
|
23.7K
$847K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149+ 6.27% |
$4.61K - $5.23K
|
2.53K
$90.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
128New |
$3.96K - $4.49K
|
128
$4.58K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
127+ 74.71% |
$3.93K - $4.45K
|
297
$10.6K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$3.84K - $4.35K
|
124
$4.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
117+ 0.11% |
$3.62K - $4.1K
|
103K
$3.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87+ 0.11% |
$2.69K - $3.05K
|
78.1K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
84+ 0.24% |
$2.6K - $2.95K
|
35.6K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
83+ 0.88% |
$2.57K - $2.91K
|
9.54K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
66+ 0.92% |
$2.04K - $2.31K
|
7.27K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 12.04% |
$1.33K - $1.51K
|
400
$14.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$1.24K - $1.4K
|
40
$1.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
37+ 72.55% |
$1.14K - $1.3K
|
88
$3.15K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30+ 0.12% |
$928 - $1.05K
|
24.1K
$862K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
25+ 0.37% |
$773 - $877
|
6.76K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$773 - $877
|
25
$895
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 2200.0% |
$680 - $772
|
23
$823
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
21+ 0.26% |
$650 - $736
|
8K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
18+ 0.24% |
$557 - $631
|
7.57K
$271K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17New |
$526 - $596
|
17
$608
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.35% |
$464 - $526
|
4.3K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.21% |
$464 - $526
|
7.12K
$255K
|