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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
181+ 89.16% |
$6.51K - $7.2K
|
384
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
173+ 1.38% |
$6.22K - $6.89K
|
12.7K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
167+ 0.76% |
$6.01K - $6.65K
|
22.1K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
153New |
$5.5K - $6.09K
|
153
$5.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
106+ 2.46% |
$3.81K - $4.22K
|
4.41K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
104New |
$3.74K - $4.14K
|
104
$3.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.42% |
$3.6K - $3.98K
|
7.14K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$3.6K - $3.98K
|
59.3K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97New |
$3.49K - $3.86K
|
97
$3.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
85+ 79.44% |
$3.06K - $3.38K
|
192
$6.76K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
77+ 0.08% |
$2.77K - $3.06K
|
97.8K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 30.08% |
$2.55K - $2.83K
|
307
$10.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 0.2% |
$2.52K - $2.79K
|
34.9K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
69+ 0.53% |
$2.48K - $2.75K
|
13.1K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
68+ 0.76% |
$2.45K - $2.71K
|
8.98K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 0.62% |
$2.3K - $2.55K
|
10.4K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64+ 0.72% |
$2.3K - $2.55K
|
9K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
58+ 0.34% |
$2.09K - $2.31K
|
16.9K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 3.56% |
$1.91K - $2.11K
|
1.54K
$54.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42+ 0.51% |
$1.51K - $1.67K
|
8.24K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 0.23% |
$1.26K - $1.39K
|
15K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 8.25% |
$1.22K - $1.35K
|
446
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
33+ 0.36% |
$1.19K - $1.31K
|
9.3K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31+ 0.02% |
$1.11K - $1.23K
|
170K
$5.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 8.16% |
$1.11K - $1.23K
|
411
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
27+ 0.8% |
$971 - $1.07K
|
3.4K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 111.76% |
$683 - $756
|
36
$1.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$683 - $756
|
19
$669
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.12% |
$611 - $677
|
14K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.53% |
$539 - $597
|
2.82K
$99.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14+ 0.06% |
$503 - $557
|
24.6K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13+ 0.09% |
$467 - $517
|
14.5K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 3.83% |
$432 - $478
|
325
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.85% |
$360 - $398
|
1.19K
$42K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$324 - $358
|
9
$317
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.84% |
$288 - $318
|
958
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
8New |
$288 - $318
|
8
$282
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$180 - $199
|
5
$176
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 0.73% |
$144 - $159
|
555
$19.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.95% |
$144 - $159
|
423
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$108 - $119
|
8.85K
$312K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$71.9 - $79.6
|
2
$70.4
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.0% |
$71.9 - $79.6
|
41.8K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.34% |
$36 - $39.8
|
298
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 12.5% |
$36 - $39.8
|
7
$246
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$36 - $39.8
|
1
$35.2
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.04% |
$108 - $119
|
7.27K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7- 0.08% |
$252 - $279
|
8.37K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-8- 0.06% |
$288 - $318
|
13.9K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-13- 0.03% |
$467 - $517
|
47.4K
$1.67M
|