Purchases and Sales Made in Q4 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 49.17% |
$618K - $684K
|
52.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
16K+ 8.98% |
$574K - $635K
|
194K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.7K+ 2569.95% |
$563K - $623K
|
16.3K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
15.3K+ 14.36% |
$549K - $608K
|
122K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14.6KNew |
$526K - $582K
|
14.6K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13KNew |
$468K - $518K
|
13K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$463K - $512K
|
12.9K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
12.8K+ 29.83% |
$459K - $509K
|
55.6K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.5K+ 3.29% |
$450K - $498K
|
394K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12KNew |
$432K - $479K
|
12K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11.5KNew |
$413K - $457K
|
11.5K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
11.4K+ 44.47% |
$410K - $453K
|
37K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.1K+ 58.73% |
$399K - $441K
|
30K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
11KNew |
$395K - $437K
|
11K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$391K - $433K
|
10.9K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9K+ 24.82% |
$391K - $432K
|
54.6K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$386K - $427K
|
10.7K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$380K - $421K
|
10.6K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 14.37% |
$366K - $405K
|
81.1K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.42K+ 9.84% |
$339K - $375K
|
105K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.36K+ 19.63% |
$337K - $373K
|
57K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.82K+ 18.03% |
$317K - $351K
|
57.8K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.82K+ 5.74% |
$317K - $351K
|
162K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.61KNew |
$310K - $343K
|
8.61K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.07K+ 11.24% |
$290K - $321K
|
79.8K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.74K+ 45.12% |
$278K - $308K
|
24.9K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.59KNew |
$273K - $302K
|
7.59K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.27K+ 8.82% |
$261K - $289K
|
89.7K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.86K+ 5154.14% |
$247K - $273K
|
6.99K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.5KNew |
$234K - $259K
|
6.5K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.5K+ 2.38% |
$234K - $259K
|
279K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 39.35% |
$216K - $239K
|
21.3K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.94K+ 100.0% |
$213K - $236K
|
11.9K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.91KNew |
$212K - $235K
|
5.91K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.5KNew |
$198K - $219K
|
5.5K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.02K+ 12.98% |
$180K - $200K
|
43.7K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.38K+ 39.53% |
$158K - $174K
|
15.5K
$545K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.32K+ 15.36% |
$155K - $172K
|
32.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.28K+ 5.82% |
$154K - $170K
|
77.9K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 26.86% |
$153K - $170K
|
20.1K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.23K+ 63.36% |
$152K - $168K
|
10.9K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
4.17KNew |
$150K - $166K
|
4.17K
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.15K+ 171.53% |
$149K - $165K
|
6.57K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 14.84% |
$121K - $133K
|
26K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3K+ 784.33% |
$108K - $120K
|
3.39K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.88K+ 0.74% |
$104K - $115K
|
392K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.75K+ 4.4% |
$99K - $110K
|
65.3K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.75K+ 4.09% |
$98.9K - $109K
|
69.9K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.63K+ 34.57% |
$94.6K - $105K
|
10.2K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.42K+ 3.1% |
$87.1K - $96.4K
|
80.7K
$2.84M
|