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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.05K- 16.58% |
$97.7K - $119K
|
15.3K
$539K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3.15K- 99.97% |
$101K - $123K
|
1
$35.2
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.37K- 5.11% |
$108K - $131K
|
62.6K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.54K- 2.96% |
$114K - $138K
|
116K
$4.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.56K- 22.37% |
$114K - $139K
|
12.3K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-3.66K- 19.78% |
$118K - $143K
|
14.8K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.86K- 5.31% |
$124K - $150K
|
68.8K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.96K- 7.71% |
$127K - $154K
|
47.4K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.09K- 6.91% |
$131K - $159K
|
55K
$1.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.24K- 6.58% |
$136K - $165K
|
60.2K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.53K- 4.27% |
$145K - $176K
|
102K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.81K- 2.36% |
$155K - $187K
|
199K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.92K- 5.75% |
$158K - $191K
|
80.6K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.95K- 6.86% |
$159K - $193K
|
67.1K
$2.36M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.05K- 46.07% |
$162K - $197K
|
5.91K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.35K- 15.59% |
$172K - $208K
|
29K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.36K- 8.91% |
$172K - $209K
|
54.8K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.61K- 48.26% |
$180K - $218K
|
6.01K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5.82K- 7.49% |
$187K - $226K
|
71.9K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.15K- 8.81% |
$197K - $239K
|
63.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.25K- 1.61% |
$201K - $243K
|
381K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.97K- 16.82% |
$224K - $271K
|
34.5K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.2K- 8.63% |
$231K - $280K
|
76.2K
$2.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.95K- 2.83% |
$255K - $310K
|
273K
$9.61M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.97K- 31.58% |
$256K - $310K
|
17.3K
$608K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.83K- 7.46% |
$283K - $344K
|
110K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-9.4K- 3.49% |
$302K - $366K
|
260K
$9.15M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.56K- 15.16% |
$307K - $372K
|
53.5K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10K- 5.81% |
$322K - $391K
|
163K
$5.73M
|
|
|
Oct 29, 2024
Q3 2024
|
B&I Capital Ag
|
SELL
|
- |
-10.3K- 4.6% |
$329K - $399K
|
213K
$7.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.2K- 48.3% |
$360K - $437K
|
12K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.5K- 64.1% |
$402K - $488K
|
7.02K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.8K- 35.02% |
$411K - $499K
|
23.8K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.4K- 3.33% |
$430K - $522K
|
389K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.6K- 26.35% |
$437K - $529K
|
38K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.1K- 6.88% |
$516K - $625K
|
218K
$7.66M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.2K- 1.41% |
$520K - $631K
|
1.13M
$39.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.2K- 1.41% |
$520K - $631K
|
1.13M
$39.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-16.7K- 10.03% |
$535K - $648K
|
149K
$5.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-16.7K- 21.44% |
$537K - $651K
|
61.3K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.4K- 88.47% |
$558K - $677K
|
2.27K
$79.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-22.7K- 61.86% |
$729K - $884K
|
14K
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.3K- 5.27% |
$748K - $907K
|
419K
$14.7M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.9K- 6.84% |
$768K - $931K
|
326K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.6K- 20.17% |
$822K - $997K
|
101K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-26.6K- 4.39% |
$852K - $1.03M
|
578K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.7K- 37.27% |
$890K - $1.08M
|
46.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-28.2K- 49.74% |
$905K - $1.1M
|
28.5K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-30.4K- 36.88% |
$976K - $1.18M
|
52K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-36.9K- 2.31% |
$1.18M - $1.43M
|
1.56M
$54.8M
|