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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.34K- 21.96% |
$111K - $121K
|
11.9K
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.48K- 9.2% |
$115K - $126K
|
34.3K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.58K- 3.46% |
$118K - $129K
|
99.7K
$3.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.64K- 10.5% |
$121K - $132K
|
31K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.84K- 6.14% |
$127K - $139K
|
58.6K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.02K- 10.22% |
$133K - $145K
|
35.3K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.26K- 25.5% |
$141K - $154K
|
12.4K
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.26K- 16.86% |
$141K - $154K
|
21K
$826K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.63K- 20.12% |
$153K - $167K
|
18.4K
$723K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-5.45K- 5.85% |
$180K - $197K
|
87.7K
$3.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-5.68K- 12.59% |
$188K - $205K
|
39.4K
$1.55M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-5.8K- 67.56% |
$192K - $210K
|
2.78K
$109K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.02K- 4.48% |
$199K - $218K
|
128K
$5.04M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.07K- 7.84% |
$201K - $220K
|
71.4K
$2.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.52K- 0.77% |
$216K - $236K
|
836K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.61K- 43.66% |
$219K - $239K
|
8.53K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.84K- 9.81% |
$226K - $247K
|
62.9K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.1K- 10.71% |
$235K - $257K
|
59.2K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.38K- 12.27% |
$244K - $267K
|
52.8K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.43K- 5.15% |
$246K - $269K
|
137K
$5.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-7.49K- 19.07% |
$248K - $271K
|
31.8K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.68K- 20.09% |
$254K - $278K
|
30.6K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.85K- 52.72% |
$260K - $284K
|
7.04K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.84K- 1.45% |
$293K - $320K
|
600K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9K- 24.84% |
$298K - $325K
|
27.2K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-9.96K- 12.06% |
$330K - $360K
|
72.6K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.2K- 54.46% |
$372K - $406K
|
9.4K
$370K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.5K- 8.04% |
$380K - $415K
|
131K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.7K- 5.9% |
$387K - $422K
|
186K
$7.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-12.1K- 27.58% |
$400K - $437K
|
31.7K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 12.32% |
$412K - $451K
|
88.7K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-12.7K- 8.9% |
$420K - $459K
|
130K
$5.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.1K- 16.36% |
$432K - $472K
|
66.8K
$2.63M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 7.04% |
$459K - $501K
|
183K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-14.8K- 1.37% |
$488K - $534K
|
1.06M
$41.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-15.5K- 41.17% |
$512K - $559K
|
22.1K
$869K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 7.04% |
$516K - $564K
|
206K
$8.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.9K- 5.9% |
$527K - $576K
|
254K
$9.98M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.8K- 51.69% |
$556K - $607K
|
15.7K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17K- 2.44% |
$563K - $615K
|
679K
$26.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.3K- 7.05% |
$605K - $661K
|
241K
$9.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-19.5K- 9.82% |
$644K - $704K
|
179K
$7.03M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 53.23% |
$681K - $744K
|
18.1K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.6K- 7.77% |
$781K - $854K
|
280K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.7K- 45.12% |
$918K - $1M
|
33.7K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-27.8K- 16.4% |
$920K - $1.01M
|
142K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.1K- 31.22% |
$962K - $1.05M
|
64.1K
$2.52M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-29.5K- 50.14% |
$976K - $1.07M
|
29.3K
$1.15M
|