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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20.8KClosed |
$650K - $750K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
217New |
$6.78K - $7.82K
|
217
$7.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
900New |
$28.1K - $32.4K
|
900
$31.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 32.1% |
$838K - $966K
|
56.7K
$1.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.89KClosed |
$216K - $248K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
11.4KNew |
$358K - $412K
|
11.4K
$400K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.99KClosed |
$250K - $288K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.03K- 96.12% |
$94.6K - $109K
|
122
$4.26K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.27KNew |
$290K - $334K
|
9.27K
$324K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$42.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
572New |
$17.9K - $20.6K
|
572
$20K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$78.2K - $90.1K
|
2.5K
$87.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 6.94% |
$25.8K - $29.7K
|
11.1K
$386K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.3KNew |
$571K - $658K
|
18.3K
$638K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24KNew |
$70.1K - $80.9K
|
2.24K
$78.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 63.14% |
$142K - $164K
|
11.7K
$410K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182KNew |
$5.7M - $6.57M
|
182K
$6.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
571New |
$17.8K - $20.6K
|
571
$19.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.46K- 7.89% |
$45.7K - $52.7K
|
17.1K
$596K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.7K- 17.1% |
$147K - $169K
|
22.8K
$795K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.27K+ 24.93% |
$283K - $326K
|
46.4K
$1.62M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$53.6K - $61.8K
|
1.75K
$61.3K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.05KNew |
$216K - $248K
|
7.05K
$246K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
506New |
$15.5K - $17.8K
|
506
$17.7K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.9KClosed |
$518K - $596K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$5.08M - $5.85M
|
166K
$5.81M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.96KClosed |
$90.6K - $104K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.67KNew |
$204K - $235K
|
6.67K
$233K
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.87KClosed |
$271K - $312K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-299KClosed |
$9.15M - $10.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.21KNew |
$251K - $289K
|
8.21K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
97.7KNew |
$2.99M - $3.44M
|
97.7K
$3.41M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$33.4K - $38.5K
|
1.09K
$38.2K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
628New |
$19.2K - $22.1K
|
628
$21.9K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.9KNew |
$608K - $700K
|
19.9K
$694K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.33KNew |
$40.8K - $46.9K
|
1.33K
$46.6K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
680New |
$20.8K - $23.9K
|
680
$23.8K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
522New |
$16K - $18.4K
|
522
$18.2K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$187K - $215K
|
6.11K
$213K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
591New |
$18.1K - $20.8K
|
591
$20.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
716New |
$21.9K - $25.2K
|
716
$25K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
17.2KNew |
$525K - $604K
|
17.2K
$599K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.71KClosed |
$52.3K - $60.2K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
666New |
$20.4K - $23.5K
|
666
$23.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$92.2K - $106K
|
3.02K
$105K
|
|
| Q4 2021 | |||||||
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-12.5KClosed |
$378K - $429K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-170KClosed |
$5.12M - $5.82M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-141KClosed |
$4.25M - $4.83M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-95.1KClosed |
$2.87M - $3.26M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-17.5KClosed |
$526K - $597K
|
0
$0
|
|