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 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
77+ 0.08% |
$2.77K - $3.06K
|
97.8K
$3.45M
|
|
|
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
$317K
|
|
|
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
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 3.56% |
$1.91K - $2.11K
|
1.54K
$54.3K
|
|
|
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
$529K
|
|
|
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
$328K
|
|
|
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
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$683 - $756
|
19
$670
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 111.76% |
$683 - $756
|
36
$1.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.12% |
$611 - $677
|
14K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.53% |
$539 - $597
|
2.82K
$99.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14+ 0.06% |
$503 - $557
|
24.6K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13+ 0.09% |
$467 - $517
|
14.5K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 3.83% |
$432 - $478
|
325
$11.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.85% |
$360 - $398
|
1.19K
$42.1K
|
|
|
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
$33.8K
|
|
|
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
$19.6K
|
|
|
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
|
|
|
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
$247
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$36 - $39.8
|
1
$35.3
|
|
|
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
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-13- 0.03% |
$467 - $517
|
47.4K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 30.0% |
$539 - $597
|
35
$1.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27- 0.36% |
$971 - $1.07K
|
7.4K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 10.45% |
$1.26K - $1.39K
|
300
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 9.2% |
$1.65K - $1.83K
|
454
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-50- 0.01% |
$1.8K - $1.99K
|
586K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-53- 0.15% |
$1.91K - $2.11K
|
35.9K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.15% |
$2.88K - $3.18K
|
52.1K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-80- 0.19% |
$2.88K - $3.18K
|
41.3K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-105- 1.39% |
$3.78K - $4.18K
|
7.43K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-123- 2.22% |
$4.42K - $4.9K
|
5.41K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-146- 0.36% |
$5.25K - $5.81K
|
40.7K
$1.43M
|