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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1KNew |
$30.9K - $35.1K
|
1K
$34.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
602New |
$18.6K - $21.1K
|
602
$20.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
544New |
$16.8K - $19.1K
|
544
$18.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370New |
$11.4K - $13K
|
370
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
87+ 0.11% |
$2.69K - $3.05K
|
78.1K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30+ 0.12% |
$928 - $1.05K
|
24.1K
$835K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 2200.0% |
$680 - $772
|
23
$797
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$309 - $351
|
10
$347
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
332K+ 46.46% |
$11.4M - $12.2M
|
1.05M
$36.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
298K+ 60.41% |
$10.2M - $10.9M
|
791K
$27.4M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.18KNew |
$109K - $116K
|
3.18K
$110K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.8K+ 1.15% |
$61.8K - $66K
|
159K
$5.49M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.36K+ 14.81% |
$46.7K - $49.9K
|
10.6K
$366K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
699+ 1.09% |
$24K - $25.6K
|
65K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
609New |
$20.9K - $22.3K
|
609
$21.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$823 - $879
|
24
$832
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$240 - $256
|
6.42K
$223K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$1.66M - $1.91M
|
51.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$335K - $385K
|
10.3K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.22KNew |
$299K - $343K
|
9.22K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.38KNew |
$207K - $238K
|
6.38K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.14KNew |
$199K - $229K
|
6.14K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.85KNew |
$190K - $218K
|
5.85K
$203K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.71KNew |
$185K - $213K
|
5.71K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.57KNew |
$181K - $207K
|
5.57K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
3.77K+ 150.36% |
$122K - $140K
|
6.27K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$110K - $126K
|
3.39K
$117K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
3.33KNew |
$108K - $124K
|
3.33K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.21KNew |
$71.7K - $82.3K
|
2.21K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.37KNew |
$44.6K - $51.2K
|
1.37K
$47.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.2KNew |
$38.9K - $44.7K
|
1.2K
$41.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
579+ 4.46% |
$18.8K - $21.6K
|
13.6K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
547+ 2.51% |
$17.7K - $20.4K
|
22.4K
$775K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
326+ 1.92% |
$10.6K - $12.1K
|
17.3K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
72New |
$2.33K - $2.68K
|
72
$2.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50New |
$1.62K - $1.86K
|
50
$1.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 0.51% |
$1.17K - $1.34K
|
7.09K
$246K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
55.1KNew |
$1.82M - $1.99M
|
55.1K
$1.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
27.8KNew |
$921K - $1.01M
|
27.8K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
$395K - $431K
|
11.9K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.11KNew |
$235K - $257K
|
7.11K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$83.6K - $91.4K
|
2.53K
$87.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.36K+ 39.5% |
$78.2K - $85.5K
|
8.35K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$63.4K - $69.3K
|
1.92K
$66.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
802New |
$26.5K - $29K
|
802
$27.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.3KNew |
$432K - $523K
|
15.3K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$296K - $359K
|
10.5K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9.55KNew |
$269K - $326K
|
9.55K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.56KNew |
$185K - $224K
|
6.56K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
6.45KNew |
$182K - $220K
|
6.45K
$224K
|
|