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 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.53K- 25.88% |
$202K - $229K
|
18.7K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.71K- 31.61% |
$208K - $235K
|
14.5K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.48K- 9.68% |
$231K - $262K
|
69.8K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.76K- 8.0% |
$240K - $272K
|
89.3K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9K- 9.78% |
$244K - $277K
|
72.8K
$2.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-8.19K- 39.6% |
$253K - $287K
|
12.5K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.24K- 5.91% |
$255K - $289K
|
131K
$4.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.28K- 13.85% |
$256K - $290K
|
51.5K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.35K- 98.19% |
$258K - $293K
|
154
$5.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.93K- 67.44% |
$276K - $313K
|
4.31K
$152K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.11K- 99.4% |
$282K - $320K
|
55
$1.94K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-9.26K- 43.2% |
$286K - $325K
|
12.2K
$429K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.5K- 49.67% |
$294K - $333K
|
9.63K
$339K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.2K- 35.42% |
$315K - $357K
|
18.6K
$654K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-12K- 41.21% |
$372K - $422K
|
17.2K
$604K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.7K- 40.29% |
$393K - $445K
|
18.8K
$663K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.7K- 37.35% |
$393K - $446K
|
21.3K
$751K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-13K- 34.65% |
$403K - $457K
|
24.6K
$865K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 7.24% |
$417K - $473K
|
173K
$6.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15.5K- 14.48% |
$478K - $542K
|
91.3K
$3.22M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.9K- 1.52% |
$492K - $558K
|
1.03M
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.4K- 8.79% |
$508K - $576K
|
171K
$6.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.3K- 35.99% |
$534K - $606K
|
30.7K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.1K- 5.47% |
$590K - $668K
|
330K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-20.8KClosed |
$644K - $730K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-20.8K- 25.72% |
$644K - $730K
|
60.1K
$2.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-22.7K- 7.48% |
$702K - $796K
|
281K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.4K- 6.86% |
$754K - $855K
|
331K
$11.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-29.2K- 4.61% |
$904K - $1.02M
|
604K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-30.1K- 58.14% |
$931K - $1.06M
|
21.7K
$763K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-33K- 48.74% |
$1.02M - $1.16M
|
34.7K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.3K- 10.41% |
$1.03M - $1.17M
|
286K
$10.1M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.7K- 28.78% |
$1.04M - $1.18M
|
83.4K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-37.2K- 19.01% |
$1.15M - $1.3M
|
158K
$5.58M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-39.6K- 11.33% |
$1.23M - $1.39M
|
310K
$10.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-48K- 52.83% |
$1.48M - $1.68M
|
42.8K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-50.6K- 93.5% |
$1.57M - $1.77M
|
3.52K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-52.4K- 16.25% |
$1.62M - $1.84M
|
270K
$9.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.4K- 8.19% |
$1.68M - $1.91M
|
609K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-59.5K- 0.84% |
$1.84M - $2.09M
|
7.05M
$248M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 61.57% |
$2.18M - $2.47M
|
43.9K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-80.2K- 15.36% |
$2.48M - $2.81M
|
442K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 30.3% |
$3.14M - $3.56M
|
234K
$8.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-107K- 0.55% |
$3.31M - $3.76M
|
19.2M
$677M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-108K- 7.47% |
$3.33M - $3.78M
|
1.33M
$47M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-109K- 9.75% |
$3.36M - $3.81M
|
1.01M
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-110K- 87.01% |
$3.39M - $3.84M
|
16.4K
$576K
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-120K- 10.78% |
$3.72M - $4.22M
|
996K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-168K- 0.78% |
$5.21M - $5.9M
|
21.4M
$754M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-200K- 78.06% |
$6.18M - $7.01M
|
56.1K
$1.98M
|