Purchases and Sales Made in Q3 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q3 2023. 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 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
802New |
$26.5K - $29K
|
802
$28.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
695+ 9.34% |
$23K - $25.1K
|
8.14K
$287K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
579+ 1.1% |
$19.2K - $20.9K
|
53.2K
$1.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
573+ 4.33% |
$19K - $20.7K
|
13.8K
$487K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
530+ 3.94% |
$17.5K - $19.2K
|
14K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
460+ 1.4% |
$15.2K - $16.6K
|
33.4K
$1.18M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
426+ 0.85% |
$14.1K - $15.4K
|
50.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
426+ 0.85% |
$14.1K - $15.4K
|
50.6K
$1.78M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
414+ 1.46% |
$13.7K - $15K
|
28.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
411+ 15.13% |
$13.6K - $14.9K
|
3.13K
$110K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
400+ 1.63% |
$13.2K - $14.5K
|
24.9K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
373+ 3.71% |
$12.3K - $13.5K
|
10.4K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
357+ 2.83% |
$11.8K - $12.9K
|
13K
$457K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
275+ 46.37% |
$9.1K - $9.94K
|
868
$30.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
275+ 46.37% |
$9.1K - $9.94K
|
868
$30.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
242New |
$8.01K - $8.75K
|
242
$8.52K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
213+ 3.55% |
$7.05K - $7.7K
|
6.21K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
187+ 1.12% |
$6.19K - $6.76K
|
17K
$597K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
170+ 0.51% |
$5.63K - $6.15K
|
33.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
147+ 0.61% |
$4.87K - $5.32K
|
24.4K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
111+ 0.81% |
$3.67K - $4.01K
|
13.7K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92New |
$3.05K - $3.33K
|
92
$3.24K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78+ 11.16% |
$2.58K - $2.82K
|
777
$27.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
48+ 0.53% |
$1.59K - $1.74K
|
9.07K
$319K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44+ 0.52% |
$1.46K - $1.59K
|
8.56K
$301K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
41+ 0.59% |
$1.36K - $1.48K
|
7K
$246K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
25+ 0.3% |
$828 - $904
|
8.27K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.17% |
$563 - $615
|
9.78K
$344K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.03% |
$530 - $579
|
54.8K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 150.0% |
$497 - $542
|
25
$880
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$497 - $542
|
15
$528
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 0.06% |
$298 - $325
|
16.1K
$565K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.79% |
$298 - $325
|
1.14K
$40.3K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 0.79% |
$132 - $145
|
510
$18K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.09% |
$132 - $145
|
4.31K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 11.11% |
$33.1 - $36.2
|
8
$282
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 1.33% |
$132 - $145
|
296
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 6.96% |
$265 - $289
|
107
$3.77K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-23- 0.3% |
$761 - $832
|
7.56K
$266K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-58- 0.37% |
$1.92K - $2.1K
|
15.6K
$549K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-109- 1.03% |
$3.61K - $3.94K
|
10.5K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-150- 23.18% |
$4.97K - $5.42K
|
497
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-177- 0.54% |
$5.86K - $6.4K
|
32.9K
$1.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-248- 0.44% |
$8.21K - $8.97K
|
56.6K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-284- 0.68% |
$9.4K - $10.3K
|
41.8K
$1.47M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-297- 2.48% |
$9.83K - $10.7K
|
11.7K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.96% |
$9.93K - $10.8K
|
31K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-301- 1.26% |
$9.96K - $10.9K
|
23.6K
$832K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-303- 2.75% |
$10K - $11K
|
10.7K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-333- 1.16% |
$11K - $12K
|
28.3K
$997K
|