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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
83+ 27.95% |
$2.66K - $3.23K
|
380
$13.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81+ 0.85% |
$2.6K - $3.15K
|
9.62K
$339K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
79+ 0.63% |
$2.54K - $3.08K
|
12.6K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
78+ 0.47% |
$2.5K - $3.04K
|
16.8K
$593K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 0.76% |
$2.15K - $2.61K
|
8.94K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
59+ 0.81% |
$1.89K - $2.3K
|
7.33K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 87.72% |
$1.61K - $1.95K
|
107
$3.77K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.51K - $1.83K
|
47
$1.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
37+ 0.4% |
$1.19K - $1.44K
|
9.26K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
27+ 7.01% |
$867 - $1.05K
|
412
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$482 - $584
|
15
$528
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.77% |
$353 - $428
|
1.45K
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$321 - $389
|
22.1K
$778K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$321 - $389
|
10
$352
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.77% |
$289 - $350
|
1.18K
$41.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$257 - $311
|
8
$282
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.19% |
$257 - $311
|
4.31K
$152K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.74% |
$225 - $273
|
950
$33.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.07% |
$193 - $234
|
8.56K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.01% |
$96.3 - $117
|
41.8K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 0.68% |
$64.2 - $77.9
|
297
$10.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 14.29% |
$32.1 - $38.9
|
8
$282
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 9.09% |
$161 - $195
|
50
$1.76K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.23% |
$225 - $273
|
210
$7.39K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9- 0.03% |
$289 - $350
|
28.3K
$997K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.65% |
$835 - $1.01K
|
3.99K
$141K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-59- 0.45% |
$1.89K - $2.3K
|
13K
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-60- 0.77% |
$1.93K - $2.34K
|
7.77K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 16.25% |
$2.09K - $2.53K
|
335
$11.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-75- 0.86% |
$2.41K - $2.92K
|
8.66K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-94- 1.39% |
$3.02K - $3.66K
|
6.67K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 18.64% |
$3.08K - $3.74K
|
419
$14.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-101- 14.64% |
$3.24K - $3.93K
|
589
$20.7K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-175- 22.29% |
$5.62K - $6.81K
|
610
$21.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-176- 2.36% |
$5.65K - $6.85K
|
7.27K
$256K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-180- 19.19% |
$5.78K - $7.01K
|
758
$26.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-200- 0.15% |
$6.42K - $7.79K
|
131K
$4.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 0.42% |
$6.93K - $8.41K
|
51.3K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-272- 14.29% |
$8.73K - $10.6K
|
1.63K
$57.4K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-294- 3.69% |
$9.44K - $11.4K
|
7.67K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-295- 1.29% |
$9.47K - $11.5K
|
22.6K
$796K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-320- 2.23% |
$10.3K - $12.5K
|
14K
$494K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-354- 4.14% |
$11.4K - $13.8K
|
8.2K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-372- 11.71% |
$11.9K - $14.5K
|
2.8K
$98.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-442- 0.92% |
$14.2K - $17.2K
|
47.5K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-474- 1.38% |
$15.2K - $18.5K
|
33.9K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-497- 5.28% |
$16K - $19.3K
|
8.92K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-524- 1.87% |
$16.8K - $20.4K
|
27.4K
$966K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-530- 2.27% |
$17K - $20.6K
|
22.9K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-617- 1.73% |
$19.8K - $24K
|
35K
$1.23M
|