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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 1.53% |
$55.5K - $65.9K
|
128K
$4.67M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 3.01% |
$58.8K - $69.9K
|
67.6K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.18K- 16.62% |
$60.9K - $72.4K
|
10.9K
$399K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.34K- 18.36% |
$65.4K - $77.8K
|
10.4K
$380K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.35K- 2.27% |
$65.7K - $78.1K
|
101K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.51K- 9.35% |
$70.4K - $83.6K
|
24.4K
$891K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 8.79% |
$74.1K - $88.1K
|
27.5K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.7K- 38.56% |
$75.5K - $89.7K
|
4.3K
$157K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.83K- 16.72% |
$79.2K - $94.1K
|
14.1K
$515K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 13.16% |
$79.3K - $94.2K
|
18.7K
$683K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 5.29% |
$81.1K - $96.4K
|
51.9K
$1.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.91K- 6.24% |
$81.4K - $96.7K
|
43.7K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.07K- 1.99% |
$86K - $102K
|
151K
$5.54M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.34K- 5.19% |
$93.5K - $111K
|
61K
$2.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 29.17% |
$96.6K - $115K
|
8.38K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.5K- 5.86% |
$98K - $116K
|
56.2K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.51K- 37.53% |
$98.3K - $117K
|
5.84K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.52K- 3.5% |
$98.6K - $117K
|
97.2K
$3.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.66K- 12.82% |
$102K - $122K
|
24.9K
$909K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.72K- 27.81% |
$104K - $124K
|
9.67K
$354K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.77K- 36.42% |
$106K - $126K
|
6.59K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.84K- 12.98% |
$108K - $128K
|
25.8K
$942K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4K- 8.79% |
$112K - $133K
|
41.6K
$1.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 20.25% |
$115K - $137K
|
16.2K
$594K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.23K- 28.65% |
$118K - $141K
|
10.5K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 28.37% |
$128K - $152K
|
11.5K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 3.27% |
$130K - $154K
|
137K
$5M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.79K- 31.48% |
$134K - $159K
|
10.4K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.9K- 7.9% |
$137K - $163K
|
57.2K
$2.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-5.15K- 32.42% |
$144K - $171K
|
10.7K
$393K
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-5.77K- 21.64% |
$162K - $192K
|
20.9K
$765K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.05K- 89.99% |
$169K - $201K
|
673
$24.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.2K- 21.61% |
$174K - $206K
|
22.5K
$823K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.43K- 10.97% |
$180K - $214K
|
52.1K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.69K- 31.49% |
$187K - $222K
|
14.5K
$532K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.95K- 9.2% |
$195K - $231K
|
68.6K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-7.03K- 1.18% |
$197K - $234K
|
589K
$21.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.1K- 11.65% |
$199K - $236K
|
53.8K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.16K- 91.43% |
$229K - $272K
|
765
$28K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.2K- 3.01% |
$230K - $273K
|
264K
$9.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-8.99K- 10.35% |
$252K - $299K
|
77.9K
$2.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-9K- 39.11% |
$252K - $299K
|
14K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.82K- 27.48% |
$275K - $327K
|
25.9K
$948K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9.83K- 25.42% |
$275K - $327K
|
28.8K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-10K- 99.86% |
$281K - $333K
|
14
$512
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.3K- 10.31% |
$288K - $342K
|
89.4K
$3.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.5K- 7.44% |
$294K - $349K
|
131K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 4.81% |
$343K - $407K
|
242K
$8.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 4.8% |
$398K - $473K
|
282K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.4K- 23.64% |
$432K - $514K
|
49.9K
$1.82M
|