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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$386K - $427K
|
10.7K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.5KNew |
$234K - $259K
|
6.5K
$225K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.43KNew |
$231K - $256K
|
6.43K
$223K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.34KNew |
$192K - $213K
|
5.34K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
4.26K+ 26.86% |
$153K - $170K
|
20.1K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
4.17KNew |
$150K - $166K
|
4.17K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 14.84% |
$121K - $133K
|
26K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.8KNew |
$64.8K - $71.7K
|
1.8K
$62.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
300New |
$10.8K - $11.9K
|
300
$10.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
69+ 0.53% |
$2.48K - $2.75K
|
13.1K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42+ 0.51% |
$1.51K - $1.67K
|
8.24K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$180 - $199
|
5
$173
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
1.09M+ 2328.56% |
$34.9M - $42.4M
|
1.14M
$39.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101K+ 3092.79% |
$3.24M - $3.93M
|
104K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$832K - $1.01M
|
25.9K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
14.5KNew |
$466K - $566K
|
14.5K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.5KNew |
$465K - $563K
|
14.5K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13KNew |
$417K - $505K
|
13K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.4KNew |
$398K - $483K
|
12.4K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.6KNew |
$372K - $452K
|
11.6K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$339K - $411K
|
10.6K
$366K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$321K - $390K
|
10K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.96KNew |
$320K - $388K
|
9.96K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.48K+ 1895.4% |
$304K - $369K
|
9.98K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.44KNew |
$271K - $329K
|
8.44K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.73KNew |
$216K - $262K
|
6.73K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.01KNew |
$193K - $234K
|
6.01K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.85KNew |
$188K - $228K
|
5.85K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.83KNew |
$187K - $227K
|
5.83K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.47KNew |
$176K - $213K
|
5.47K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
5.44KNew |
$175K - $212K
|
5.44K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.42KNew |
$174K - $211K
|
5.42K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$170K - $207K
|
5.31K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$164K - $198K
|
5.1K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3.74KNew |
$120K - $145K
|
3.74K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$71.6K - $86.8K
|
2.23K
$77.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
933New |
$29.9K - $36.3K
|
933
$32.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
933New |
$29.9K - $36.3K
|
933
$32.3K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
749New |
$24K - $29.2K
|
749
$26K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$482 - $584
|
15
$520
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$321 - $389
|
10
$347
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$257 - $311
|
8
$277
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
77.2KNew |
$2.39M - $2.71M
|
77.2K
$2.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43.9KNew |
$1.36M - $1.54M
|
43.9K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
14.7KNew |
$456K - $517K
|
14.7K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
11.5KNew |
$355K - $403K
|
11.5K
$398K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
6.73KNew |
$208K - $236K
|
6.73K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.13KNew |
$190K - $215K
|
6.13K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.34KNew |
$134K - $152K
|
4.34K
$150K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.82K+ 21.12% |
$118K - $134K
|
21.9K
$759K
|
|