Purchases and Sales Made in Q3 2022 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.81% |
$1.28K - $1.65K
|
5.83K
$213K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 29.45% |
$1.18K - $1.51K
|
189
$6.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
29+ 0.31% |
$793 - $1.02K
|
9.35K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26New |
$711 - $913
|
26
$951
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 0.15% |
$355 - $457
|
8.93K
$327K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.83% |
$191 - $246
|
851
$31.1K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.77% |
$137 - $176
|
658
$24.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.76% |
$137 - $176
|
661
$24.2K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$109 - $141
|
22.4K
$819K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$54.7 - $70.3
|
3.03K
$111K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.49% |
$82 - $105
|
198
$7.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-68- -0.0% |
$1.86K - $2.39K
|
9.01M
$330M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-87- 40.28% |
$2.38K - $3.06K
|
129
$4.72K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-112- 0.84% |
$3.06K - $3.93K
|
13.2K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-148- 1.82% |
$4.04K - $5.2K
|
8.01K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-150- 13.1% |
$4.1K - $5.27K
|
995
$36.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-171- 1.48% |
$4.67K - $6.01K
|
11.4K
$417K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-172- 1.13% |
$4.7K - $6.04K
|
15.1K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-175- 0.38% |
$4.78K - $6.15K
|
45.6K
$1.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-175- 1.69% |
$4.78K - $6.15K
|
10.2K
$373K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-200- 2.07% |
$5.47K - $7.03K
|
9.48K
$347K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-200- 0.66% |
$5.47K - $7.03K
|
30.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-341- 10.21% |
$9.32K - $12K
|
3K
$110K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-500- 4.44% |
$13.7K - $17.6K
|
10.8K
$394K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-507- 1.08% |
$13.9K - $17.8K
|
46.6K
$1.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-565- 4.05% |
$15.4K - $19.8K
|
13.4K
$490K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-606- 1.35% |
$16.6K - $21.3K
|
44.4K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-606- 1.35% |
$16.6K - $21.3K
|
44.4K
$1.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-609- 30.93% |
$16.6K - $21.4K
|
1.36K
$49.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-689- 4.02% |
$18.8K - $24.2K
|
16.5K
$602K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-689- 4.02% |
$18.8K - $24.2K
|
16.5K
$602K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-703- 6.63% |
$19.2K - $24.7K
|
9.9K
$362K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-795- 9.1% |
$21.7K - $27.9K
|
7.94K
$290K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-825- 6.99% |
$22.5K - $29K
|
11K
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-839- 4.73% |
$22.9K - $29.5K
|
16.9K
$618K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-877- 6.28% |
$24K - $30.8K
|
13.1K
$479K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-909- 0.28% |
$24.8K - $31.9K
|
329K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.02K- 0.79% |
$27.7K - $35.7K
|
128K
$4.67M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.04K- 10.2% |
$28.3K - $36.4K
|
9.12K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.09K- 3.44% |
$29.7K - $38.2K
|
30.6K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.18K- 1.45% |
$32.2K - $41.5K
|
80.1K
$2.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.2K- 4.03% |
$32.8K - $42.1K
|
28.5K
$1.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 3.93% |
$33.1K - $42.5K
|
29.6K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.21K- 14.41% |
$33.1K - $42.5K
|
7.2K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 11.67% |
$33.8K - $43.4K
|
9.36K
$342K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 49.63% |
$34.9K - $44.9K
|
1.3K
$47.4K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.31K- 0.9% |
$35.7K - $45.8K
|
144K
$5.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 0.17% |
$36.5K - $47K
|
766K
$28M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.42K- 11.59% |
$38.8K - $49.8K
|
10.8K
$396K
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.42K- 11.59% |
$38.8K - $49.8K
|
10.8K
$396K
|