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 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
14.7KNew |
$456K - $517K
|
14.7K
$527K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.5K- 49.67% |
$294K - $333K
|
9.63K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-9.26K- 43.2% |
$286K - $325K
|
12.2K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.37% |
$30.9 - $35.1
|
268
$9.59K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 2200.0% |
$680 - $772
|
23
$823
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.73K- 92.7% |
$115K - $131K
|
294
$10.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.15K- 16.71% |
$97.4K - $110K
|
15.7K
$562K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87+ 0.11% |
$2.69K - $3.05K
|
78.1K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.22% |
$433 - $491
|
6.45K
$231K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15.5K- 14.48% |
$478K - $542K
|
91.3K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$9.53K - $10.8K
|
308
$11K
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.13KNew |
$190K - $215K
|
6.13K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.6K- 7.24% |
$49.5K - $56.1K
|
20.5K
$733K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$1.24K - $1.4K
|
40
$1.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
602New |
$18.6K - $21.1K
|
602
$21.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$309 - $351
|
10
$358
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.34KNew |
$134K - $152K
|
4.34K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30+ 0.12% |
$928 - $1.05K
|
24.1K
$862K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.35K- 98.19% |
$258K - $293K
|
154
$5.51K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-186- 15.59% |
$5.75K - $6.52K
|
1.01K
$36K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.86K- 9.39% |
$57.6K - $65.3K
|
18K
$642K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370New |
$11.4K - $13K
|
370
$13.2K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-139- 1.87% |
$4.77K - $5.09K
|
7.3K
$261K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.39K- 46.31% |
$47.6K - $50.9K
|
1.61K
$57.6K
|
|
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 46.46% |
$11.4M - $12.2M
|
1.05M
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
609New |
$20.9K - $22.3K
|
609
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.53% |
$1.03K - $1.1K
|
5.6K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-128- 1.17% |
$4.39K - $4.69K
|
10.8K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-16.3K- 49.12% |
$560K - $598K
|
16.9K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.18% |
$446 - $476
|
7.33K
$262K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.03K- 25.15% |
$69.5K - $74.2K
|
6.03K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 22.3% |
$74.8K - $79.9K
|
7.6K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-243- 2.32% |
$8.33K - $8.9K
|
10.2K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 34.45% |
$49.4K - $52.7K
|
2.74K
$97.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 8.57% |
$1.15M - $1.22M
|
356K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
298K+ 60.41% |
$10.2M - $10.9M
|
791K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.02K- 14.92% |
$69.2K - $73.9K
|
11.5K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1KNew |
$621K - $663K
|
18.1K
$648K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
699+ 1.09% |
$24K - $25.6K
|
65K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.52K- 47.13% |
$155K - $165K
|
5.07K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 1.15% |
$61.8K - $66K
|
159K
$5.67M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.9K+ 120.2% |
$408K - $436K
|
21.8K
$780K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$240 - $256
|
6.42K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.18KNew |
$109K - $116K
|
3.18K
$114K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 14.81% |
$46.7K - $49.9K
|
10.6K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.24KNew |
$214K - $229K
|
6.24K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$823 - $879
|
24
$858
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.43KNew |
$289K - $309K
|
8.43K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 20.12% |
$3.43K - $3.66K
|
397
$14.2K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-12.8K- 10.6% |
$438K - $467K
|
108K
$3.85M
|
|