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 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.35K- 39.99% |
$109K - $125K
|
5.03K
$177K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.4K- 4.76% |
$110K - $127K
|
68K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 35.69% |
$114K - $131K
|
6.34K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.61K- 0.63% |
$117K - $135K
|
570K
$20.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.78K- 11.93% |
$123K - $141K
|
27.9K
$984K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-4.06K- 13.84% |
$132K - $151K
|
25.3K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.07K- 29.82% |
$132K - $152K
|
9.58K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.32K- 17.4% |
$172K - $198K
|
25.2K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.42K- 12.12% |
$176K - $202K
|
39.3K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.76K- 4.44% |
$187K - $215K
|
124K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-5.8K- 67.56% |
$188K - $216K
|
2.78K
$98.1K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.28K- 52.74% |
$204K - $234K
|
5.63K
$198K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.49K- 14.09% |
$210K - $242K
|
39.6K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.5K- 8.23% |
$211K - $242K
|
72.4K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.58KClosed |
$213K - $245K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.87K- 8.99% |
$223K - $256K
|
69.5K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7K- 2.9% |
$227K - $261K
|
234K
$8.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.13K- 63.06% |
$231K - $266K
|
4.18K
$147K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-7.84K- 6.11% |
$254K - $292K
|
120K
$4.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 3.95% |
$263K - $302K
|
198K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.22K- 45.35% |
$267K - $306K
|
9.9K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.34K- 9.4% |
$270K - $311K
|
80.3K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.69K- 1.38% |
$282K - $324K
|
623K
$22M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.83K- 39.14% |
$319K - $366K
|
15.3K
$539K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.4K- 14.29% |
$370K - $425K
|
68.5K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.1K- 3.24% |
$393K - $451K
|
361K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-13.1K- 14.87% |
$424K - $487K
|
74.9K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.4K- 25.36% |
$434K - $498K
|
39.4K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.2K- 24.29% |
$526K - $604K
|
50.6K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.5K- 3.24% |
$535K - $614K
|
493K
$17.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-17.8K- 32.41% |
$576K - $662K
|
37.1K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.6K- 4.8% |
$637K - $732K
|
390K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.9K- 6.27% |
$677K - $778K
|
312K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 33.75% |
$701K - $805K
|
42.4K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-26.5K- 10.28% |
$859K - $987K
|
231K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 80.4% |
$890K - $1.02M
|
6.69K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.1K- 7.56% |
$911K - $1.05M
|
343K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.9K- 21.02% |
$1M - $1.15M
|
116K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-31.4K- 40.02% |
$1.02M - $1.17M
|
47.1K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43K- 10.85% |
$1.4M - $1.6M
|
354K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-43.8K- 33.4% |
$1.42M - $1.63M
|
87.4K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61.4K- 10.22% |
$1.99M - $2.29M
|
539K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-94K- 62.59% |
$3.05M - $3.5M
|
56.2K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-97.1K- 38.25% |
$3.15M - $3.62M
|
157K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 22.5% |
$3.27M - $3.75M
|
347K
$12.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 11.23% |
$3.76M - $4.31M
|
916K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-125K- 78.06% |
$4.05M - $4.65M
|
35.1K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-135K- 61.67% |
$4.38M - $5.03M
|
83.9K
$2.96M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-257K- 22.72% |
$8.33M - $9.57M
|
874K
$30.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.12M- 40.72% |
$68.8M - $79M
|
3.09M
$109M
|