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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$108 - $119
|
8.85K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.85% |
$360 - $398
|
1.19K
$41.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
68+ 0.76% |
$2.45K - $2.71K
|
8.98K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.15% |
$2.88K - $3.18K
|
52.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-869- 1.82% |
$31.2K - $34.6K
|
46.8K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.33K- 28.04% |
$47.9K - $53K
|
3.42K
$119K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 1.6% |
$46.4K - $51.4K
|
81.9K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
344+ 0.27% |
$12.4K - $13.7K
|
128K
$4.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-542- 2.92% |
$19.5K - $21.6K
|
18K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4K- 23.58% |
$144K - $159K
|
13K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
70+ 0.2% |
$2.52K - $2.79K
|
34.9K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.72K- 2.49% |
$134K - $148K
|
146K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.25K- 4.84% |
$44.8K - $49.6K
|
24.5K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
173+ 1.38% |
$6.22K - $6.89K
|
12.7K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
15.3K+ 14.36% |
$549K - $608K
|
122K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.65K- 9.81% |
$131K - $145K
|
33.6K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.67K- 5.76% |
$60.1K - $66.5K
|
27.3K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
522+ 13.38% |
$18.8K - $20.8K
|
4.42K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-206- 1.54% |
$7.41K - $8.2K
|
13.2K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.66K- 99.92% |
$311K - $345K
|
7
$245
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.34% |
$36 - $39.8
|
298
$10.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
636+ 10.16% |
$22.9K - $25.3K
|
6.89K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.42% |
$3.6K - $3.98K
|
7.14K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-716- 5.8% |
$25.7K - $28.5K
|
11.6K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
510+ 2.59% |
$18.3K - $20.3K
|
20.2K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-384- 4.23% |
$13.8K - $15.3K
|
8.7K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-872- 5.75% |
$31.4K - $34.7K
|
14.3K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-878- 2.59% |
$31.6K - $34.9K
|
33.1K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 8.16% |
$1.11K - $1.23K
|
411
$14.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 47.39% |
$60.1K - $66.5K
|
5.2K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.38K+ 39.53% |
$158K - $174K
|
15.5K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 3.63% |
$45K - $49.8K
|
33.2K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.35K- 18.38% |
$48.4K - $53.6K
|
5.98K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-421- 5.79% |
$15.1K - $16.8K
|
6.85K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
618+ 1.21% |
$22.2K - $24.6K
|
51.9K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-729- 7.58% |
$26.2K - $29K
|
8.89K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.67K- 11.22% |
$59.9K - $66.3K
|
13.2K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.78K- 10.8% |
$208K - $230K
|
47.7K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
69+ 0.53% |
$2.48K - $2.75K
|
13.1K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.68K- 7.86% |
$240K - $266K
|
78.2K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 3.83% |
$432 - $478
|
325
$11.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-697- 1.16% |
$25.1K - $27.7K
|
59.5K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.23K+ 63.36% |
$152K - $168K
|
10.9K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Foresight Group LTD Liability Partnership
London, X0 |
BUY
|
- |
35.5KNew |
$1.28M - $1.41M
|
35.5K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 49.17% |
$618K - $684K
|
52.2K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.5K- 23.24% |
$916K - $1.01M
|
84.1K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-105- 1.39% |
$3.78K - $4.18K
|
7.43K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 9.4% |
$156K - $172K
|
41.7K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.0% |
$71.9 - $79.6
|
41.8K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
27+ 0.8% |
$971 - $1.07K
|
3.4K
$119K
|