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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.3KClosed |
$309K - $397K
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-14.2K- 33.05% |
$387K - $498K
|
28.7K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-15.5K- 10.38% |
$422K - $543K
|
133K
$5.25M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15.9K- 29.1% |
$434K - $558K
|
38.7K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-17.5K- 53.1% |
$477K - $613K
|
15.4K
$606K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-21K- 6.24% |
$573K - $737K
|
315K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.5K- 30.37% |
$589K - $757K
|
49.4K
$1.94M
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-22.7K- 31.27% |
$620K - $797K
|
49.9K
$1.96M
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-24.1K- 33.79% |
$660K - $848K
|
47.3K
$1.86M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.1K- 4.49% |
$685K - $881K
|
533K
$21M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 27.96% |
$730K - $939K
|
68.9K
$2.71M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34K- 6.41% |
$931K - $1.2M
|
498K
$19.6M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-34.4K- 16.25% |
$941K - $1.21M
|
177K
$6.98M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.8K- 77.27% |
$1M - $1.29M
|
10.8K
$425K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37.7K- 83.17% |
$1.03M - $1.32M
|
7.63K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.3K- 44.65% |
$1.05M - $1.35M
|
47.5K
$1.87M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-41.6K- 4.89% |
$1.14M - $1.46M
|
809K
$31.8M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-43.1K- 25.13% |
$1.18M - $1.51M
|
128K
$5.05M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-56.2K- 98.69% |
$1.53M - $1.97M
|
748
$29.4K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-60.6K- 25.66% |
$1.66M - $2.13M
|
176K
$6.91M
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-64.7K- 38.5% |
$1.77M - $2.27M
|
103K
$4.06M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.4K- 8.81% |
$1.84M - $2.37M
|
697K
$27.4M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-97.4K- 26.35% |
$2.66M - $3.42M
|
272K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124K- 76.69% |
$3.38M - $4.35M
|
37.6K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-184K- 14.24% |
$5.02M - $6.46M
|
1.11M
$43.5M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-253K- 88.36% |
$6.93M - $8.9M
|
33.4K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-633K- 35.46% |
$17.3M - $22.2M
|
1.15M
$45.3M
|