Purchases and Sales Made in Q4 2022 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 2022. 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 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.3% |
$896 - $1.06K
|
10.7K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.0% |
$616 - $732
|
911K
$35.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.03% |
$280 - $333
|
37.6K
$1.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.55% |
$252 - $299
|
1.66K
$65.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.94% |
$224 - $266
|
859
$33.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7+ 0.1% |
$196 - $233
|
7.2K
$284K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.01% |
$56 - $66.5
|
200
$7.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.29% |
$84 - $99.8
|
1.03K
$40.6K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5- 0.05% |
$140 - $166
|
10.8K
$427K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5- 0.05% |
$140 - $166
|
10.8K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 0.17% |
$1.04K - $1.23K
|
22K
$867K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-39- 0.15% |
$1.09K - $1.3K
|
25.3K
$996K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-40- 0.09% |
$1.12K - $1.33K
|
46K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-43- 23.5% |
$1.2K - $1.43K
|
140
$5.52K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-44- 0.39% |
$1.23K - $1.46K
|
11.4K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-88- 6.79% |
$2.46K - $2.93K
|
1.21K
$47.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-112- 86.82% |
$3.14K - $3.73K
|
17
$670
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-140- 1.91% |
$3.92K - $4.66K
|
7.21K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 1.17% |
$4.23K - $5.02K
|
12.8K
$503K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-166- 2.14% |
$4.65K - $5.52K
|
7.59K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-194- 0.62% |
$5.43K - $6.45K
|
31.1K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-202- 0.36% |
$5.66K - $6.72K
|
55.4K
$2.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-230- 2.26% |
$6.44K - $7.65K
|
9.96K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-243- 3.06% |
$6.8K - $8.08K
|
7.7K
$304K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-318- 3.99% |
$8.9K - $10.6K
|
7.64K
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-319- 3.94% |
$8.93K - $10.6K
|
7.78K
$307K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-327- 1.35% |
$9.16K - $10.9K
|
23.9K
$942K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-501- 5.73% |
$14K - $16.7K
|
8.24K
$325K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-513- 1.6% |
$14.4K - $17.1K
|
31.5K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-520- 1.81% |
$14.6K - $17.3K
|
28.2K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-662- 2.06% |
$18.5K - $22K
|
31.5K
$1.24M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-771- 9.25% |
$21.6K - $25.7K
|
7.56K
$298K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-841- 10.0% |
$23.5K - $28K
|
7.57K
$298K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-877- 19.35% |
$24.6K - $29.2K
|
3.66K
$144K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 12.0% |
$25.6K - $30.5K
|
6.72K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-965- 1.44% |
$27K - $32.1K
|
66.2K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-996- 32.91% |
$27.9K - $33.1K
|
2.03K
$80K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-996- 17.22% |
$27.9K - $33.1K
|
4.79K
$189K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 5.07% |
$30.8K - $36.6K
|
20.6K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.24K- 1.8% |
$34.7K - $41.2K
|
67.6K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$36.7K - $43.6K
|
66.5K
$2.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.32K- 7.8% |
$37K - $43.9K
|
15.6K
$615K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 6.04% |
$37.9K - $45K
|
21K
$830K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.36K- 2.88% |
$38.1K - $45.3K
|
45.9K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 11.56% |
$43.3K - $51.5K
|
11.8K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.56K- 17.09% |
$43.7K - $51.9K
|
7.56K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.7K- 2.07% |
$47.7K - $56.6K
|
80.6K
$3.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 2.34% |
$52K - $61.7K
|
77.4K
$3.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.97K- 4.06% |
$55K - $65.4K
|
46.4K
$1.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 1.53% |
$55.5K - $65.9K
|
128K
$5.03M
|