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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.83KNew |
$187K - $227K
|
5.83K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.4KNew |
$398K - $483K
|
12.4K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-101- 14.64% |
$3.24K - $3.93K
|
589
$20.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.5KNew |
$465K - $563K
|
14.5K
$505K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-272- 14.29% |
$8.73K - $10.6K
|
1.63K
$57K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$71.6K - $86.8K
|
2.23K
$77.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.23% |
$225 - $273
|
210
$7.34K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.5K+ 21.96% |
$177K - $214K
|
30.5K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
119K+ 516.09% |
$3.81M - $4.62M
|
142K
$4.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
47New |
$1.51K - $1.83K
|
47
$1.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
163New |
$5.23K - $6.35K
|
163
$5.69K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-524- 1.87% |
$16.8K - $20.4K
|
27.4K
$959K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-866- 2.91% |
$27.8K - $33.7K
|
28.9K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.6K- 26.35% |
$437K - $529K
|
38K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.01KNew |
$193K - $234K
|
6.01K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-900- 2.9% |
$28.9K - $35K
|
30.1K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.47KNew |
$176K - $213K
|
5.47K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9- 0.03% |
$289 - $350
|
28.3K
$989K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101K+ 3092.79% |
$3.24M - $3.93M
|
104K
$3.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.15KNew |
$262K - $317K
|
8.15K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.98KNew |
$192K - $233K
|
5.98K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 7.22% |
$64.2K - $77.8K
|
25.7K
$898K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
749New |
$24K - $29.2K
|
749
$26.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-22.7K- 61.86% |
$729K - $884K
|
14K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-75- 0.86% |
$2.41K - $2.92K
|
8.66K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3.74KNew |
$120K - $145K
|
3.74K
$130K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$321 - $389
|
10
$349
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6+ 0.07% |
$193 - $234
|
8.56K
$299K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.3K+ 563.56% |
$780K - $945K
|
28.6K
$999K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-180- 19.19% |
$5.78K - $7.01K
|
758
$26.5K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.8K- 54.55% |
$55.7K - $63.1K
|
1.5K
$52.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$208K - $236K
|
6.73K
$235K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.82K+ 21.12% |
$118K - $134K
|
21.9K
$765K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43.9KNew |
$1.36M - $1.54M
|
43.9K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-48K- 52.83% |
$1.48M - $1.68M
|
42.8K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
404KNew |
$12.5M - $14.2M
|
404K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1KNew |
$30.9K - $35.1K
|
1K
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.21% |
$464 - $526
|
7.12K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.9KNew |
$336K - $381K
|
10.9K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$811K - $919K
|
26.2K
$916K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
77.2KNew |
$2.39M - $2.71M
|
77.2K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-25- 0.27% |
$773 - $877
|
9.25K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 16.69% |
$46.9K - $53.2K
|
7.57K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$381K - $432K
|
12.3K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-168K- 0.78% |
$5.21M - $5.9M
|
21.4M
$748M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2K+ 22.92% |
$68K - $77.2K
|
11.8K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
544New |
$16.8K - $19.1K
|
544
$19K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
11.5KNew |
$355K - $403K
|
11.5K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.83K- 23.37% |
$118K - $134K
|
12.5K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
124New |
$3.84K - $4.35K
|
124
$4.33K
|
|