Latest Institutional Transactions on Phillips Edison & Company, Inc. (PECO)
This table provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.33KNew |
$108K - $124K
|
3.33K
$119K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.2KNew |
$38.9K - $44.7K
|
1.2K
$42.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.37KNew |
$44.6K - $51.2K
|
1.37K
$49K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
942New |
$30.5K - $35.1K
|
942
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.57KNew |
$181K - $207K
|
5.57K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$668K - $767K
|
20.6K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$1.66M - $1.91M
|
51.3K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$335K - $385K
|
10.3K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-100- 1.93% |
$3.24K - $3.73K
|
5.08K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.85KNew |
$190K - $218K
|
5.85K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-125K- 78.06% |
$4.05M - $4.65M
|
35.1K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 7.97% |
$38.6K - $44.4K
|
13.8K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.21KNew |
$71.7K - $82.3K
|
2.21K
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.8KNew |
$318K - $365K
|
9.8K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
326+ 1.92% |
$10.6K - $12.1K
|
17.3K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.03K- 17.95% |
$65.9K - $75.7K
|
9.29K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50New |
$1.62K - $1.86K
|
50
$1.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.09K- 9.96% |
$100K - $115K
|
27.9K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 17.29% |
$44.1K - $50.7K
|
6.51K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$110K - $126K
|
3.39K
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
72New |
$2.33K - $2.68K
|
72
$2.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-500- 6.03% |
$16.2K - $18.6K
|
7.79K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.22KNew |
$299K - $343K
|
9.22K
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
579+ 4.46% |
$18.8K - $21.6K
|
13.6K
$484K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
3.77K+ 150.36% |
$122K - $140K
|
6.27K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 35.69% |
$114K - $131K
|
6.34K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.14KNew |
$199K - $229K
|
6.14K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.48K- 94.94% |
$48.1K - $55.2K
|
79
$2.82K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
547+ 2.51% |
$17.7K - $20.4K
|
22.4K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.71KNew |
$185K - $213K
|
5.71K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.58KClosed |
$213K - $245K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 21.83% |
$36.7K - $42.2K
|
4.06K
$145K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.38KNew |
$207K - $238K
|
6.38K
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 0.51% |
$1.17K - $1.34K
|
7.09K
$253K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.35M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.8K- 51.69% |
$556K - $607K
|
15.7K
$560K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.7KNew |
$485K - $530K
|
14.7K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.11KNew |
$235K - $257K
|
7.11K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-333- 1.16% |
$11K - $12K
|
28.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.36K+ 39.5% |
$78.2K - $85.5K
|
8.35K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
484KNew |
$16M - $17.5M
|
484K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$83.6K - $91.4K
|
2.53K
$90.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.7K- 5.9% |
$387K - $422K
|
186K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-38.2K- 76.07% |
$1.26M - $1.38M
|
12K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
60.7K+ 26.33% |
$2.01M - $2.2M
|
291K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
802New |
$26.5K - $29K
|
802
$28.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
900New |
$29.8K - $32.5K
|
900
$32.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
55.1KNew |
$1.82M - $1.99M
|
55.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$395K - $431K
|
11.9K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-177- 0.54% |
$5.86K - $6.4K
|
32.9K
$1.17M
|
|