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 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.12% |
$611 - $677
|
14K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 18.9% |
$78.1K - $86.4K
|
9.32K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
594+ 0.83% |
$21.4K - $23.6K
|
72.5K
$2.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-11.7K- 19.04% |
$419K - $464K
|
49.6K
$1.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.84% |
$288 - $318
|
958
$33.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.79K- 56.86% |
$280K - $310K
|
5.91K
$206K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-220- 6.61% |
$7.91K - $8.76K
|
3.11K
$109K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97New |
$3.49K - $3.86K
|
97
$3.39K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
62.9K+ 7.49% |
$2.02M - $2.45M
|
903K
$31.6M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.29K- 4.57% |
$73.6K - $89.2K
|
47.9K
$1.67M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-294- 3.69% |
$9.44K - $11.4K
|
7.67K
$268K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$321K - $390K
|
10K
$350K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.05K- 46.07% |
$162K - $197K
|
5.91K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
933New |
$29.9K - $36.3K
|
933
$32.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-59.5K- 95.44% |
$1.91M - $2.32M
|
2.84K
$99.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$257 - $311
|
8
$279
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.44KNew |
$271K - $329K
|
8.44K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$183K - $222K
|
5.71K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$170K - $207K
|
5.31K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$164K - $198K
|
5.1K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.96KNew |
$320K - $388K
|
9.96K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
70K+ 70.0% |
$2.25M - $2.73M
|
170K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13KNew |
$417K - $505K
|
13K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$832K - $1.01M
|
25.9K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 38.43% |
$36.4K - $44.1K
|
1.82K
$63.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5.44KNew |
$175K - $212K
|
5.44K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-30.4K- 36.88% |
$976K - $1.18M
|
52K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
15.6KNew |
$501K - $607K
|
15.6K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-52.3K- 58.62% |
$1.68M - $2.04M
|
36.9K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
933New |
$29.9K - $36.3K
|
933
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$482 - $584
|
15
$524
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
308New |
$9.89K - $12K
|
308
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.26K- 25.95% |
$72.5K - $88K
|
6.45K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.4KNew |
$206K - $249K
|
6.4K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
235K+ 2796.4% |
$7.54M - $9.14M
|
243K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.6KNew |
$372K - $452K
|
11.6K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
50.7KNew |
$1.63M - $1.97M
|
50.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.5K- 64.1% |
$402K - $488K
|
7.02K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-120K- 86.02% |
$3.85M - $4.67M
|
19.5K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.73KNew |
$216K - $262K
|
6.73K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.16K+ 91.03% |
$101K - $123K
|
6.63K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.48K+ 1895.4% |
$304K - $369K
|
9.98K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
14.5KNew |
$466K - $566K
|
14.5K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.31K- 10.26% |
$42.2K - $51.2K
|
11.5K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$339K - $411K
|
10.6K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-40.7K- 54.13% |
$1.31M - $1.59M
|
34.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85KNew |
$188K - $228K
|
5.85K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-731- 33.33% |
$23.5K - $28.5K
|
1.46K
$51.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
1.09M+ 2328.56% |
$34.9M - $42.4M
|
1.14M
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.42KNew |
$174K - $211K
|
5.42K
$189K
|
|