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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-189- 0.84% |
$6.8K - $7.52K
|
22.3K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
99.6KNew |
$3.58M - $3.96M
|
99.6K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.74K+ 15.95% |
$62.4K - $69.1K
|
12.6K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12KNew |
$432K - $479K
|
12K
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
11KNew |
$395K - $437K
|
11K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 12.5% |
$36 - $39.8
|
7
$245
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
77+ 0.08% |
$2.77K - $3.06K
|
97.8K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
BUY
|
- |
201K+ 47.02% |
$7.22M - $7.99M
|
628K
$21.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.43K+ 11.37% |
$51.6K - $57.1K
|
14K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 24.24% |
$58.1K - $64.3K
|
8.28K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$324 - $358
|
9
$314
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
85+ 79.44% |
$3.06K - $3.38K
|
192
$6.71K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.94K+ 100.0% |
$213K - $236K
|
11.9K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.5KNew |
$631K - $698K
|
17.5K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 9.2% |
$1.65K - $1.83K
|
454
$15.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 39.35% |
$216K - $239K
|
21.3K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 0.23% |
$1.26K - $1.39K
|
15K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.75K+ 4.4% |
$99K - $110K
|
65.3K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.37K+ 5.6% |
$49.2K - $54.5K
|
25.8K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-53- 0.15% |
$1.91K - $2.11K
|
35.9K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-170- 1.46% |
$6.11K - $6.77K
|
11.4K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.4K+ 3.44% |
$50.3K - $55.7K
|
42.1K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.18K- 6.46% |
$42.5K - $47K
|
17.1K
$597K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
23KNew |
$827K - $915K
|
23K
$803K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
595KNew |
$21.4M - $23.7M
|
595K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.29K- 2.36% |
$46.5K - $51.5K
|
53.5K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.04% |
$108 - $119
|
7.27K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.01K+ 12.94% |
$36.1K - $40K
|
8.77K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
300New |
$10.8K - $11.9K
|
300
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
568+ 0.85% |
$20.4K - $22.6K
|
67.7K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-255- 3.18% |
$9.17K - $10.1K
|
7.75K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.5K+ 2.38% |
$234K - $259K
|
279K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.55K- 53.99% |
$128K - $141K
|
3.02K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.88K+ 0.74% |
$104K - $115K
|
392K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-862- 5.63% |
$31K - $34.3K
|
14.5K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
167+ 0.76% |
$6.01K - $6.65K
|
22.1K
$772K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
788+ 94.6% |
$28.3K - $31.4K
|
1.62K
$56.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 10.45% |
$1.26K - $1.39K
|
300
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.23% |
$79.9K - $88.4K
|
66.5K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
4.17KNew |
$150K - $166K
|
4.17K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.02K- 40.01% |
$144K - $160K
|
6.02K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$386K - $427K
|
10.7K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$3.6K - $3.98K
|
59.3K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13KNew |
$468K - $518K
|
13K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.16K+ 10.21% |
$77.5K - $85.8K
|
23.3K
$812K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 14.84% |
$121K - $133K
|
26K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.49K- 1.11% |
$53.5K - $59.3K
|
133K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-8- 0.06% |
$288 - $318
|
13.9K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-350- 45.05% |
$12.6K - $13.9K
|
427
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.1K+ 58.73% |
$399K - $441K
|
30K
$1.05M
|