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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-633- 55.87% |
$20.3K - $24.6K
|
500
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-690- 3.69% |
$22.1K - $26.9K
|
18K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-722- 2.03% |
$23.2K - $28.1K
|
34.9K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-731- 1.1% |
$23.5K - $28.5K
|
65.7K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-731- 33.33% |
$23.5K - $28.5K
|
1.46K
$51.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-752- 3.06% |
$24.1K - $29.3K
|
23.8K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-826- 11.46% |
$26.5K - $32.2K
|
6.38K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-860- 10.15% |
$27.6K - $33.5K
|
7.61K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-862- 0.51% |
$27.7K - $33.6K
|
170K
$5.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-866- 2.91% |
$27.8K - $33.7K
|
28.9K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-866- 19.71% |
$27.8K - $33.7K
|
3.53K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-880- 0.65% |
$28.2K - $34.3K
|
134K
$4.73M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-900- 2.9% |
$28.9K - $35K
|
30.1K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-986- 6.39% |
$31.7K - $38.4K
|
14.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 38.43% |
$36.4K - $44.1K
|
1.82K
$63.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.14K- 1.53% |
$36.6K - $44.4K
|
73.6K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 7.67% |
$40.5K - $49.1K
|
15.2K
$534K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.29K- 2.56% |
$41.2K - $50K
|
48.9K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.31K- 3.07% |
$42K - $51K
|
41.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.31K- 10.26% |
$42.2K - $51.2K
|
11.5K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.35K- 3.6% |
$43.2K - $52.4K
|
36K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.36K- 1.9% |
$43.7K - $53K
|
70.1K
$2.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 0.58% |
$44.9K - $54.5K
|
239K
$8.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.47K- 4.25% |
$47.3K - $57.3K
|
33.2K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 14.17% |
$48.2K - $58.4K
|
9.09K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 3.25% |
$51.4K - $62.3K
|
47.6K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 4.21% |
$54.5K - $66.1K
|
38.7K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.73K- 7.3% |
$55.4K - $67.2K
|
21.9K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.74K- 21.78% |
$55.9K - $67.8K
|
6.26K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.82K- 13.65% |
$58.3K - $70.7K
|
11.5K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.86K- 4.13% |
$59.7K - $72.4K
|
43.2K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.87K- 10.9% |
$60.1K - $72.8K
|
15.3K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.92K- 8.99% |
$61.5K - $74.6K
|
19.4K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.93K- 2.22% |
$61.8K - $74.9K
|
84.9K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.96K- 2.69% |
$62.8K - $76.2K
|
70.9K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.99K- 9.83% |
$64K - $77.6K
|
18.3K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 7.22% |
$64.2K - $77.8K
|
25.7K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.26K- 25.95% |
$72.5K - $88K
|
6.45K
$227K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.29K- 4.57% |
$73.6K - $89.2K
|
47.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.31K- 7.1% |
$74.2K - $89.9K
|
30.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.35K- 18.55% |
$75.3K - $91.3K
|
10.3K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.4K- 3.9% |
$77K - $93.4K
|
59.2K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.44K- 2.43% |
$78.2K - $94.9K
|
97.7K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.6K- 58.71% |
$83.5K - $101K
|
1.83K
$64.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.62K- 12.09% |
$84.1K - $102K
|
19.1K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.63K- 2.68% |
$84.5K - $103K
|
95.8K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.66K- 2.04% |
$85.5K - $104K
|
128K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.81K- 4.86% |
$90.2K - $109K
|
55K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.91K- 20.0% |
$93.3K - $113K
|
11.6K
$409K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.98K- 6.09% |
$95.8K - $116K
|
46K
$1.62M
|