Latest Institutional Purchases of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
106+ 1.08% |
$3.5K - $3.83K
|
9.92K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
106+ 1.0% |
$3.5K - $3.83K
|
10.7K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
105+ 1.02% |
$3.47K - $3.8K
|
10.4K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
103+ 0.51% |
$3.4K - $3.72K
|
20.4K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 140.58% |
$3.2K - $3.51K
|
166
$5.75K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
69+ 1.31% |
$2.28K - $2.49K
|
5.35K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
67+ 0.72% |
$2.21K - $2.42K
|
9.38K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65+ 0.72% |
$2.15K - $2.35K
|
9.12K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
63New |
$2.08K - $2.28K
|
63
$2.18K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61+ 2.18% |
$2.02K - $2.21K
|
2.87K
$99.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 305.56% |
$1.82K - $1.99K
|
73
$2.53K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
54+ 0.58% |
$1.78K - $1.95K
|
9.31K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
49New |
$1.62K - $1.77K
|
49
$1.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Tcw Group Inc
|
BUY
|
- |
42+ 0.18% |
$1.39K - $1.52K
|
22.8K
$790K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
41+ 0.31% |
$1.35K - $1.48K
|
13.3K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
31+ 0.9% |
$1.02K - $1.12K
|
3.49K
$121K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
18+ 0.29% |
$595 - $651
|
6.27K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16+ 0.06% |
$529 - $578
|
25.6K
$886K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$496 - $542
|
15
$520
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$496 - $542
|
15
$520
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.54% |
$463 - $506
|
2.59K
$89.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12+ 0.4% |
$396 - $434
|
3.01K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.16% |
$363 - $398
|
6.79K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
11+ 0.91% |
$363 - $398
|
1.22K
$42.4K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6+ 0.01% |
$198 - $217
|
113K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$66.1 - $72.3
|
23K
$797K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$33 - $36.2
|
1
$34.7
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.94% |
$33 - $36.2
|
107
$3.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.18% |
$33 - $36.2
|
544
$18.8K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.03M+ 753.77% |
$34.4M - $38.3M
|
1.16M
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
397KNew |
$13.3M - $14.8M
|
397K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
316KNew |
$10.6M - $11.8M
|
316K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
104K+ 172.13% |
$3.47M - $3.87M
|
164K
$5.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.4K+ 45.02% |
$1.12M - $1.25M
|
108K
$3.73M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
27.1K+ 71.36% |
$910K - $1.01M
|
65.1K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
23.6K+ 10.23% |
$790K - $880K
|
254K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
22.4K+ 21.79% |
$753K - $838K
|
125K
$4.35M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5K+ 46.86% |
$485K - $539K
|
45.3K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
13.7KNew |
$459K - $510K
|
13.7K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.66KNew |
$324K - $361K
|
9.66K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9.57KNew |
$321K - $357K
|
9.57K
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
9.06KNew |
$304K - $338K
|
9.06K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
8.82KNew |
$296K - $329K
|
8.82K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.67KNew |
$257K - $286K
|
7.67K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.79KNew |
$228K - $253K
|
6.79K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.05KNew |
$203K - $226K
|
6.05K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.93KNew |
$199K - $221K
|
5.93K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
5.76KNew |
$193K - $215K
|
5.76K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$193K - $214K
|
5.75K
$199K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.53K+ 84.71% |
$185K - $206K
|
12.1K
$418K
|
|