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 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
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-53- 0.15% |
$1.91K - $2.11K
|
35.9K
$1.27M
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-57- 0.2% |
$2.05K - $2.27K
|
28.3K
$995K
|
|
|
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
$1.45M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-165- 0.66% |
$5.93K - $6.57K
|
25K
$881K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-170- 1.46% |
$6.11K - $6.77K
|
11.4K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-189- 0.84% |
$6.8K - $7.52K
|
22.3K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-196- 1.09% |
$7.05K - $7.8K
|
17.8K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-206- 1.54% |
$7.41K - $8.2K
|
13.2K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-206- 1.54% |
$7.41K - $8.2K
|
13.2K
$464K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-220- 6.61% |
$7.91K - $8.76K
|
3.11K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-255- 3.18% |
$9.17K - $10.1K
|
7.75K
$273K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-294- 99.66% |
$10.6K - $11.7K
|
1
$35.2
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-296- 1.04% |
$10.6K - $11.8K
|
28.2K
$993K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-316- 2.91% |
$11.4K - $12.6K
|
10.6K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-350- 45.05% |
$12.6K - $13.9K
|
427
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 29.5% |
$13.5K - $14.9K
|
896
$31.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-384- 4.23% |
$13.8K - $15.3K
|
8.7K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-412- 1.8% |
$14.8K - $16.4K
|
22.4K
$790K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-421- 5.79% |
$15.1K - $16.8K
|
6.85K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-441- 1.85% |
$15.9K - $17.6K
|
23.4K
$824K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-542- 2.92% |
$19.5K - $21.6K
|
18K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-544- 8.13% |
$19.6K - $21.7K
|
6.15K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-583- 7.34% |
$21K - $23.2K
|
7.36K
$259K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-584- 0.28% |
$21K - $23.2K
|
206K
$7.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-675- 0.34% |
$24.3K - $26.9K
|
195K
$6.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-697- 1.16% |
$25.1K - $27.7K
|
59.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-706- 3.01% |
$25.4K - $28.1K
|
22.7K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-716- 5.8% |
$25.7K - $28.5K
|
11.6K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-729- 7.58% |
$26.2K - $29K
|
8.89K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-821- 1.9% |
$29.5K - $32.7K
|
42.3K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-862- 5.63% |
$31K - $34.3K
|
14.5K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-869- 1.82% |
$31.2K - $34.6K
|
46.8K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-872- 5.75% |
$31.4K - $34.7K
|
14.3K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-878- 2.59% |
$31.6K - $34.9K
|
33.1K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-923- 4.08% |
$33.2K - $36.7K
|
21.7K
$763K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-952- 5.16% |
$34.2K - $37.9K
|
17.5K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 15.68% |
$36K - $39.8K
|
5.38K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.01K- 1.44% |
$36.4K - $40.3K
|
69.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.09K- 4.62% |
$39.2K - $43.3K
|
22.5K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.18K- 6.46% |
$42.5K - $47K
|
17.1K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 11.03% |
$42.7K - $47.3K
|
9.58K
$337K
|