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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.5K- 9.21% |
$40.9K - $52.6K
|
14.8K
$580K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-1.5K- 6.83% |
$41K - $52.8K
|
20.5K
$806K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.62K- 13.49% |
$44.1K - $56.7K
|
10.4K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.79K- 19.57% |
$48.8K - $62.8K
|
7.35K
$289K
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.79K- 18.35% |
$48.9K - $62.8K
|
7.96K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.79K- 11.79% |
$48.9K - $62.8K
|
13.4K
$526K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.86K- 8.22% |
$50.8K - $65.2K
|
20.7K
$816K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.89K- 3.42% |
$51.8K - $66.5K
|
53.5K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.91K- 51.24% |
$52.1K - $67K
|
1.82K
$71.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.94K- 11.16% |
$53K - $68.1K
|
15.4K
$607K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 15.53% |
$53.6K - $68.9K
|
10.7K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.01K- 14.53% |
$55K - $70.6K
|
11.8K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 3.63% |
$56.5K - $72.6K
|
54.8K
$2.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.13K- 19.57% |
$58.2K - $74.9K
|
8.76K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
B&I Capital Ag
|
SELL
|
- |
-2.6K- 0.58% |
$71.1K - $91.3K
|
445K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.71K- 27.9% |
$73.9K - $95K
|
6.99K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 46.14% |
$78K - $100K
|
3.33K
$131K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.86K- 4.48% |
$78.1K - $100K
|
60.9K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.01K- 42.34% |
$82.3K - $106K
|
4.1K
$161K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.23K- 2.05% |
$88.4K - $114K
|
155K
$6.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.32K- 20.69% |
$90.8K - $117K
|
12.7K
$501K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.62K- 6.2% |
$98.8K - $127K
|
54.7K
$2.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-3.62K- 34.89% |
$98.9K - $127K
|
6.75K
$266K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 3.61% |
$103K - $133K
|
101K
$3.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.83K- 5.35% |
$105K - $134K
|
67.8K
$2.67M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.09K- 19.46% |
$112K - $144K
|
16.9K
$666K
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-4.15K- 20.72% |
$114K - $146K
|
15.9K
$625K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-4.69K- 44.79% |
$128K - $165K
|
5.79K
$228K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.04K- 5.48% |
$138K - $177K
|
86.9K
$3.42M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.09K- 5.83% |
$139K - $179K
|
82.3K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.54K- 5.1% |
$152K - $195K
|
103K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.56K- 32.45% |
$152K - $195K
|
11.6K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.69K- 12.81% |
$155K - $200K
|
38.7K
$1.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.72K- 16.58% |
$156K - $201K
|
28.7K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-5.95K- 6.87% |
$163K - $209K
|
80.7K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.03K- 1.99% |
$165K - $212K
|
297K
$11.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.06K- 3.39% |
$166K - $213K
|
173K
$6.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.29K- 5.94% |
$172K - $221K
|
99.6K
$3.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.32K- 4.65% |
$173K - $222K
|
130K
$5.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.39K- 22.9% |
$175K - $224K
|
21.5K
$846K
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-6.71KClosed |
$183K - $236K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.99K- 24.77% |
$191K - $246K
|
21.2K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.33K- 4.93% |
$200K - $258K
|
141K
$5.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-9K- 28.13% |
$246K - $316K
|
23K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-9.26K- 6.14% |
$253K - $325K
|
142K
$5.57M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.86K- 7.15% |
$270K - $347K
|
128K
$5.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.1K- 3.6% |
$275K - $354K
|
269K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 20.95% |
$278K - $357K
|
38.4K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.7K- 1.7% |
$293K - $377K
|
622K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11.2K- 40.61% |
$305K - $392K
|
16.3K
$642K
|