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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-345- 3.83% |
$11.4K - $12.5K
|
8.66K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-349- 41.01% |
$11.6K - $12.6K
|
502
$19.7K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-396- 0.63% |
$13.1K - $14.3K
|
62.1K
$2.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-400- 3.9% |
$13.2K - $14.5K
|
9.86K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-412- 50.74% |
$13.6K - $14.9K
|
400
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-473- 2.57% |
$15.7K - $17.1K
|
17.9K
$706K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-499- 1.7% |
$16.5K - $18K
|
28.9K
$1.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-500- 5.69% |
$16.6K - $18.1K
|
8.29K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-527- 0.07% |
$17.4K - $19.1K
|
761K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-539- 7.5% |
$17.8K - $19.5K
|
6.64K
$261K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-566- 6.57% |
$18.7K - $20.5K
|
8.05K
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-615- 4.7% |
$20.4K - $22.2K
|
12.5K
$491K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-699- 9.74% |
$23.1K - $25.3K
|
6.48K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-713- 34.26% |
$23.6K - $25.8K
|
1.37K
$53.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-717- 2.86% |
$23.7K - $25.9K
|
24.4K
$959K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-730- 42.2% |
$24.2K - $26.4K
|
1K
$39.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-793- 1.64% |
$26.2K - $28.7K
|
47.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-801- 8.73% |
$26.5K - $29K
|
8.37K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-833- 4.06% |
$27.6K - $30.1K
|
19.7K
$774K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-867- 8.08% |
$28.7K - $31.4K
|
9.86K
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-874Closed |
$28.9K - $31.6K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-927- 1.9% |
$30.7K - $33.5K
|
47.8K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-931- 40.73% |
$30.8K - $33.7K
|
1.36K
$53.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-959- 1.67% |
$31.7K - $34.7K
|
56.6K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-976- 1.31% |
$32.3K - $35.3K
|
73.3K
$2.88M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.19K- 3.38% |
$39.4K - $43K
|
34K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.2K- 5.34% |
$39.6K - $43.3K
|
21.2K
$834K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 1.5% |
$39.9K - $43.5K
|
78.9K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.22K- 15.2% |
$40.2K - $43.9K
|
6.78K
$267K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.23K- 32.7% |
$40.7K - $44.5K
|
2.53K
$99.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 5.61% |
$43.4K - $47.4K
|
22K
$867K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 19.11% |
$44.1K - $48.2K
|
5.64K
$222K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.65K- 4.5% |
$54.5K - $59.6K
|
35K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 18.21% |
$55.7K - $60.9K
|
7.56K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.76K- 4.89% |
$58.1K - $63.5K
|
34.1K
$1.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 2.92% |
$59.6K - $65.1K
|
59.8K
$2.35M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.87K- 2.82% |
$62K - $67.7K
|
64.6K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.03K- 6.97% |
$67K - $73.2K
|
27K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.14K- 5.27% |
$70.9K - $77.5K
|
38.5K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.16K- 21.57% |
$71.6K - $78.3K
|
7.87K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.18K- 23.31% |
$72K - $78.7K
|
7.16K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.24K- 2.73% |
$74.2K - $81.1K
|
79.9K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.38K- 5.06% |
$78.9K - $86.2K
|
44.7K
$1.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.46K- 5.38% |
$81.4K - $88.9K
|
43.2K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-2.57K- 2.84% |
$85.2K - $93.1K
|
87.9K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.88K- 17.41% |
$95.3K - $104K
|
13.7K
$537K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 25.3% |
$101K - $110K
|
8.98K
$353K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.23K- 2.39% |
$107K - $117K
|
132K
$5.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.33K- 27.54% |
$110K - $120K
|
8.75K
$344K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.33K- 2.51% |
$110K - $120K
|
129K
$5.08M
|