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 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 3.44% |
$42.1K - $47.8K
|
38.2K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.4K- 14.05% |
$43.2K - $49K
|
8.55K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.51K- 10.73% |
$46.8K - $53.1K
|
12.6K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 16.69% |
$46.9K - $53.2K
|
7.57K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.6K- 7.24% |
$49.5K - $56.1K
|
20.5K
$734K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.6K- 2.37% |
$49.5K - $56.1K
|
66K
$2.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.63K- 7.43% |
$50.4K - $57.1K
|
20.3K
$726K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.69K- 66.97% |
$52.2K - $59.2K
|
833
$29.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.7K- 8.46% |
$52.5K - $59.5K
|
18.4K
$657K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.8K- 54.55% |
$55.7K - $63.1K
|
1.5K
$53.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 9.39% |
$57.6K - $65.3K
|
18K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.89K- 22.33% |
$58.6K - $66.4K
|
6.59K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.93K- 73.66% |
$59.7K - $67.7K
|
690
$24.7K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.98K- 4.63% |
$61.1K - $69.3K
|
40.7K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.19K- 14.07% |
$67.8K - $76.9K
|
13.4K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.21K- 0.71% |
$68.4K - $77.5K
|
310K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.26K- 2.64% |
$70K - $79.4K
|
83.4K
$2.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.4K- 3.9% |
$74.1K - $84.1K
|
59.1K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.48K- 6.75% |
$76.8K - $87.1K
|
34.3K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-2.55K- 18.86% |
$78.8K - $89.4K
|
11K
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.68K- 8.73% |
$82.7K - $93.8K
|
28K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.75K- 46.36% |
$84.9K - $96.3K
|
3.18K
$114K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.9K- 28.0% |
$89.6K - $102K
|
7.45K
$267K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.92K- 5.62% |
$90.2K - $102K
|
49K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.94K- 9.0% |
$90.9K - $103K
|
29.7K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.15K- 8.82% |
$97.3K - $110K
|
32.5K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.15K- 16.71% |
$97.4K - $110K
|
15.7K
$562K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.27K- 8.21% |
$101K - $115K
|
36.6K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.44K- 9.38% |
$106K - $121K
|
33.3K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 6.75% |
$111K - $126K
|
49.5K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.73K- 92.7% |
$115K - $131K
|
294
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 12.02% |
$116K - $132K
|
27.5K
$985K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.83K- 23.37% |
$118K - $134K
|
12.5K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 13.86% |
$122K - $139K
|
24.6K
$880K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.15K- 3.16% |
$128K - $146K
|
127K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 30.12% |
$141K - $160K
|
10.6K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-4.71K- 5.7% |
$146K - $165K
|
78K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.77K- 2.79% |
$148K - $167K
|
166K
$5.94M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.97K- 7.31% |
$154K - $174K
|
63K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.08K- 19.59% |
$157K - $178K
|
20.8K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.34K- 38.65% |
$165K - $187K
|
8.47K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.38K- 25.27% |
$166K - $189K
|
15.9K
$569K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.64K- 5.04% |
$174K - $198K
|
106K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.73K- 23.58% |
$177K - $201K
|
18.6K
$665K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.84K- 11.49% |
$181K - $205K
|
45K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.1K- 11.02% |
$189K - $214K
|
49.2K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.43K- 15.3% |
$199K - $225K
|
35.6K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.53K- 25.88% |
$202K - $229K
|
18.7K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.71K- 31.61% |
$208K - $235K
|
14.5K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.48K- 9.68% |
$231K - $262K
|
69.8K
$2.5M
|