Purchases and Sales Made in Q4 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 2023. 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 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-414- 1.44% |
$13.4K - $15.4K
|
28.4K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-433- 0.67% |
$14K - $16.1K
|
64.3K
$2.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-468- 34.21% |
$15.2K - $17.4K
|
900
$31.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-500- 6.03% |
$16.2K - $18.6K
|
7.79K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-510- 0.58% |
$16.5K - $19K
|
87.1K
$3.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-580- 1.74% |
$18.8K - $21.6K
|
32.8K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-632- 2.19% |
$20.5K - $23.5K
|
28.3K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-673- 2.18% |
$21.8K - $25.1K
|
30.1K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-683- 5.49% |
$22.1K - $25.4K
|
11.8K
$415K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-699- 3.87% |
$22.7K - $26K
|
17.4K
$613K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-728- 3.43% |
$23.6K - $27.1K
|
20.5K
$722K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-800- 3.21% |
$25.9K - $29.8K
|
24.1K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-840- 3.45% |
$27.2K - $31.3K
|
23.5K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-852- 1.99% |
$27.6K - $31.7K
|
42K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1K- 0.21% |
$32.5K - $37.4K
|
480K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.1K- 14.58% |
$35.8K - $41.1K
|
6.47K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 21.83% |
$36.7K - $42.2K
|
4.06K
$143K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.17K- 1.82% |
$38K - $43.7K
|
63.4K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 7.97% |
$38.6K - $44.4K
|
13.8K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.23K- 4.54% |
$39.8K - $45.7K
|
25.8K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.29K- 0.46% |
$41.8K - $48K
|
279K
$9.83M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.32K- 5.48% |
$42.8K - $49.2K
|
22.8K
$804K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.34K- 4.22% |
$43.6K - $50K
|
30.5K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.36K- 11.1% |
$44K - $50.6K
|
10.9K
$383K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 17.29% |
$44.1K - $50.7K
|
6.51K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.42K- 3.77% |
$45.9K - $52.7K
|
36.1K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.48K- 94.94% |
$48.1K - $55.2K
|
79
$2.78K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.53K- 9.81% |
$49.6K - $57K
|
14.1K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.54K- 10.38% |
$49.8K - $57.2K
|
13.3K
$468K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.57K- 5.91% |
$51K - $58.6K
|
25.1K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 9.85% |
$53.7K - $61.6K
|
15.1K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 18.52% |
$53.9K - $61.9K
|
7.31K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.71K- 3.61% |
$55.6K - $63.8K
|
45.7K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.03K- 1.14% |
$65.8K - $75.6K
|
177K
$6.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.03K- 17.95% |
$65.9K - $75.7K
|
9.29K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.07K- 22.8% |
$67.2K - $77.2K
|
7.01K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.09K- 0.52% |
$67.6K - $77.7K
|
395K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.12K- 2.7% |
$68.8K - $79K
|
76.5K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.19K- 17.52% |
$70.9K - $81.4K
|
10.3K
$363K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.22K- 3.92% |
$71.9K - $82.5K
|
54.4K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 6.4% |
$73.3K - $84.2K
|
33K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.41K- 26.52% |
$78.3K - $89.9K
|
6.69K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.64K- 29.25% |
$85.7K - $98.5K
|
6.39K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-2.7K- 6.85% |
$87.7K - $101K
|
36.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 11.28% |
$89.3K - $103K
|
21.7K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-2.85K- 6.9% |
$92.4K - $106K
|
38.4K
$1.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.02K- 11.72% |
$97.9K - $112K
|
22.7K
$801K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.09K- 9.96% |
$100K - $115K
|
27.9K
$985K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.11K- 16.9% |
$101K - $116K
|
15.3K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.31K- 2.29% |
$107K - $123K
|
141K
$4.98M
|