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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.12KNew |
$172K - $191K
|
5.12K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.2K+ 50.81% |
$107K - $119K
|
9.49K
$329K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.14KNew |
$105K - $117K
|
3.14K
$109K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.02KNew |
$101K - $113K
|
3.02K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.97K+ 31.28% |
$99.4K - $111K
|
12.4K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.51K+ 5.6% |
$84.3K - $93.8K
|
47.4K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.91K+ 31.78% |
$63.9K - $71.2K
|
7.91K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.9K+ 7.88% |
$63.7K - $70.9K
|
26K
$901K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.53K+ 7.41% |
$51.4K - $57.2K
|
22.2K
$770K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.2K+ 17.28% |
$40.2K - $44.8K
|
8.15K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.16KNew |
$38.8K - $43.2K
|
1.16K
$40.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 40.11% |
$33.5K - $37.3K
|
3.49K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
849+ 4.66% |
$28.5K - $31.7K
|
19.1K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
591New |
$19.8K - $22.1K
|
591
$20.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
590+ 59000.0% |
$19.8K - $22K
|
591
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
564+ 11.13% |
$18.9K - $21.1K
|
5.63K
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
433+ 3.94% |
$14.5K - $16.2K
|
11.4K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
407New |
$13.6K - $15.2K
|
407
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
314+ 1.03% |
$10.5K - $11.7K
|
30.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
190+ 703.7% |
$6.37K - $7.09K
|
217
$7.52K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
188New |
$6.3K - $7.02K
|
188
$6.51K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
182+ 2.74% |
$6.1K - $6.79K
|
6.82K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
166New |
$5.57K - $6.2K
|
166
$5.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
158New |
$5.3K - $5.9K
|
158
$5.47K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
99+ 1.76% |
$3.32K - $3.7K
|
5.74K
$199K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
61New |
$2.05K - $2.28K
|
61
$2.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
53+ 0.88% |
$1.78K - $1.98K
|
6.09K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41New |
$1.37K - $1.53K
|
41
$1.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21New |
$704 - $784
|
21
$728
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
147KNew |
$5.07M - $5.52M
|
147K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
12.3K+ 208.46% |
$424K - $462K
|
18.2K
$632K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.84KNew |
$339K - $369K
|
9.84K
$341K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.26KNew |
$284K - $309K
|
8.26K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.76K+ 110871.43% |
$267K - $291K
|
7.77K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
7.6KNew |
$262K - $285K
|
7.6K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
6.46K+ 1.29% |
$223K - $242K
|
506K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.09KNew |
$210K - $228K
|
6.09K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
833New |
$28.7K - $31.2K
|
833
$28.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
602+ 79.42% |
$20.7K - $22.6K
|
1.36K
$47.1K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
303+ 3.65% |
$10.4K - $11.4K
|
8.61K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
217New |
$7.47K - $8.14K
|
217
$7.52K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
134+ 0.82% |
$4.61K - $5.02K
|
16.4K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$689 - $750
|
20
$693
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
14+ 0.22% |
$482 - $525
|
6.35K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 27.66% |
$448 - $487
|
60
$2.08K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
102K+ 13.93% |
$3.66M - $4.05M
|
832K
$28.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
20.3KNew |
$730K - $808K
|
20.3K
$704K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.9KNew |
$463K - $512K
|
12.9K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12KNew |
$432K - $479K
|
12K
$417K
|
|