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 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.67K- 11.22% |
$59.9K - $66.3K
|
13.2K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.67K- 5.76% |
$60.1K - $66.5K
|
27.3K
$963K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 2.93% |
$61.5K - $68.1K
|
56.7K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.93K- 3.5% |
$69.3K - $76.7K
|
53.1K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.93K- 18.09% |
$69.4K - $76.8K
|
8.73K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 18.9% |
$78.1K - $86.4K
|
9.32K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.23% |
$79.9K - $88.4K
|
66.5K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 2.46% |
$89.8K - $99.3K
|
98.9K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 13.78% |
$93.7K - $104K
|
16.3K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.81K- 9.29% |
$101K - $112K
|
27.4K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 15.05% |
$120K - $132K
|
18.8K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.41K- 9.85% |
$123K - $136K
|
31.2K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.55K- 53.99% |
$128K - $141K
|
3.02K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.56K- 1.93% |
$128K - $141K
|
181K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.65K- 9.81% |
$131K - $145K
|
33.6K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.72K- 2.49% |
$134K - $148K
|
146K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4K- 23.58% |
$144K - $159K
|
13K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.02K- 40.01% |
$144K - $160K
|
6.02K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.07K- 6.39% |
$146K - $162K
|
59.6K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.11K- 34.2% |
$148K - $164K
|
7.91K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 9.4% |
$156K - $172K
|
41.7K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.23K- 0.47% |
$188K - $208K
|
1.1M
$38.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 19.24% |
$196K - $217K
|
22.9K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.6K- 4.28% |
$201K - $223K
|
125K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.78K- 10.8% |
$208K - $230K
|
47.7K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.29K- 52.69% |
$226K - $250K
|
5.64K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.68K- 7.86% |
$240K - $266K
|
78.2K
$2.76M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.79K- 56.86% |
$280K - $310K
|
5.91K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.66K- 99.92% |
$311K - $345K
|
7
$247
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.93K- 0.28% |
$321K - $355K
|
3.18M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-9.38K- 2.99% |
$337K - $373K
|
304K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-11.7K- 19.04% |
$419K - $464K
|
49.6K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 2.85% |
$429K - $475K
|
407K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.4K- 38.16% |
$483K - $534K
|
21.8K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 9.38% |
$549K - $608K
|
148K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.7K- 96.47% |
$599K - $663K
|
609
$21.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-17.2K- 1.16% |
$617K - $683K
|
1.46M
$51.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 9.12% |
$714K - $790K
|
198K
$6.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-20.2K- 18.45% |
$727K - $804K
|
89.3K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.9K- 4.95% |
$751K - $832K
|
401K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-25.4K- 55.19% |
$912K - $1.01M
|
20.6K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.5K- 23.24% |
$916K - $1.01M
|
84.1K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.5K- 8.52% |
$1.02M - $1.13M
|
306K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-32.5K- 2.24% |
$1.17M - $1.29M
|
1.42M
$50M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-34.4K- 40.5% |
$1.24M - $1.37M
|
50.5K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-47.8K- 86.43% |
$1.72M - $1.9M
|
7.51K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-63.4K- 62.44% |
$2.28M - $2.52M
|
38.2K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-74.4K- 8.13% |
$2.68M - $2.96M
|
840K
$29.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-74.7K- 8.77% |
$2.69M - $2.97M
|
777K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-104K- 52.24% |
$3.73M - $4.13M
|
94.8K
$3.34M
|