Purchases and Sales Made in Q3 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q3 2024. 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 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.5KNew |
$465K - $563K
|
14.5K
$518K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
13.5K+ 56.6% |
$432K - $524K
|
37.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13KNew |
$417K - $505K
|
13K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.4KNew |
$398K - $483K
|
12.4K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.9KNew |
$383K - $464K
|
11.9K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.6KNew |
$372K - $452K
|
11.6K
$415K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11.1KNew |
$356K - $431K
|
11.1K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
10.8KNew |
$346K - $419K
|
10.8K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$339K - $411K
|
10.6K
$378K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$321K - $390K
|
10K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.96KNew |
$320K - $388K
|
9.96K
$356K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.6K+ 30.87% |
$308K - $374K
|
40.7K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.55K+ 0.05% |
$307K - $372K
|
19.2M
$689M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.48K+ 1895.4% |
$304K - $369K
|
9.98K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.18K+ 115.1% |
$295K - $357K
|
17.2K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.44KNew |
$271K - $329K
|
8.44K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.15KNew |
$262K - $317K
|
8.15K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.3KNew |
$234K - $284K
|
7.3K
$261K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.27KNew |
$233K - $283K
|
7.27K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.04K+ 37.89% |
$226K - $274K
|
25.6K
$917K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.73KNew |
$216K - $262K
|
6.73K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 26.94% |
$214K - $260K
|
31.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.4KNew |
$206K - $249K
|
6.4K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.01KNew |
$193K - $234K
|
6.01K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.98KNew |
$192K - $233K
|
5.98K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.94KNew |
$191K - $231K
|
5.94K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85KNew |
$188K - $228K
|
5.85K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.83KNew |
$187K - $227K
|
5.83K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$183K - $222K
|
5.71K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.54KNew |
$178K - $216K
|
5.54K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.5K+ 21.96% |
$177K - $214K
|
30.5K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.47KNew |
$176K - $213K
|
5.47K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5.44KNew |
$175K - $212K
|
5.44K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.42KNew |
$174K - $211K
|
5.42K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.42KNew |
$174K - $211K
|
5.42K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
5.34K+ 8.63% |
$171K - $208K
|
67.2K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$170K - $207K
|
5.31K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$164K - $198K
|
5.1K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.92K+ 1.49% |
$158K - $192K
|
335K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.85K+ 3.69% |
$156K - $189K
|
136K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.44K+ 6.63% |
$142K - $173K
|
71.3K
$2.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.9K+ 12.7% |
$125K - $152K
|
34.6K
$1.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.8K+ 3.59% |
$122K - $148K
|
110K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3.74KNew |
$120K - $145K
|
3.74K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
3.37KNew |
$108K - $131K
|
3.37K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.3KNew |
$106K - $128K
|
3.3K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.16K+ 91.03% |
$101K - $123K
|
6.63K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.03K+ 43.14% |
$97.1K - $118K
|
10K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
3.02K+ 2.93% |
$97.1K - $118K
|
106K
$3.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.89K+ 29.76% |
$92.9K - $113K
|
12.6K
$451K
|