Latest Institutional Purchases of Phillips Edison & Company, Inc. (PECO)

PECO Quotes by TradingView

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 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
6.25K
New
$176K - $213K
6.25K $217K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.9K
New
$166K - $201K
5.9K $204K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
5.12K
New
$144K - $174K
5.12K $177K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
3.59K
New
$101K - $122K
3.59K $124K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.18K
+ 30.39%
$61.2K - $74.2K
9.34K $324K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.85K
New
$52.1K - $63.1K
1.85K $64.1K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
1.26K
New
$35.4K - $42.9K
1.26K $43.6K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
1.11K
New
$31.3K - $38K
1.11K $38.6K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
904
+ 2.79%
$25.4K - $30.8K
33.3K $1.15M
Aug 09, 2023 Q2 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
842
New
$23.7K - $28.7K
842 $29.2K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
81
New
$2.28K - $2.76K
81 $2.81K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
40
+ 0.62%
$1.13K - $1.36K
6.48K $224K
Q1 2023
May 15, 2023 Q1 2023
Cipher Capital LP

New York, NY
BUY
 -
28.9K
New
$869K - $997K
28.9K $1M
May 12, 2023 Q1 2023
Advantage Alpha Capital Partners LP

San Francisco, CA
BUY
 -
28.8K
New
$867K - $994K
28.8K $999K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
9.34K
New
$281K - $322K
9.34K $324K
May 15, 2023 Q1 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
9K
New
$270K - $310K
9K $312K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
8.58K
New
$258K - $296K
8.58K $297K
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
7.26K
New
$218K - $250K
7.26K $251K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
6.8K
New
$204K - $234K
6.8K $236K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
6.34K
New
$190K - $219K
6.34K $220K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
6.23K
New
$187K - $215K
6.23K $216K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.47K
New
$44.2K - $50.8K
1.47K $51K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1.23K
New
$36.8K - $42.2K
1.23K $42.4K
May 05, 2023 Q1 2023
Tri Star Advisors Inc.

BUY
 -
716
New
$21.5K - $24.7K
716 $24.8K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
400
+ 5.92%
$12K - $13.8K
7.16K $248K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
400
New
$12K - $13.8K
400 $13.9K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
189
New
$5.68K - $6.51K
189 $6.55K
May 09, 2023 Q1 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
70
New
$2.1K - $2.41K
70 $2.43K
Apr 18, 2023 Q1 2023
Core Alternative Capital

BUY
 -
0
New
$0 - $0
0 $0
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
573K
New
$16M - $19.1M
573K $19.9M
Sep 21, 2023 Q4 2022
Jefferies Financial Group Inc.

New York, NY
BUY
 -
16.2K
New
$454K - $539K
16.2K $562K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
15.1K
New
$423K - $503K
15.1K $524K
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

BUY
 -
8.37K
New
$234K - $279K
8.37K $290K
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
6.8K
New
$190K - $226K
6.8K $236K
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

BUY
 -
6.8K
New
$190K - $226K
6.8K $236K
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
6.8K
New
$190K - $226K
6.8K $236K
Feb 14, 2023 Q4 2022
Monograph Wealth Advisors, LLC

BUY
 -
6.64K
New
$186K - $221K
6.64K $230K
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
6.59K
New
$185K - $219K
6.59K $228K
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
6.46K
New
$181K - $215K
6.46K $224K
Jan 06, 2023 Q4 2022
Goal Vest Advisory LLC

BUY
 -
6.46K
New
$181K - $215K
6.46K $224K
Feb 02, 2023 Q4 2022
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
3.29K
New
$92.2K - $110K
3.29K $114K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
3.07K
New
$86K - $102K
3.07K $106K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
2.09K
+ 21.12%
$58.5K - $69.6K
12K $415K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
869
New
$24.3K - $28.9K
869 $30.1K
Feb 06, 2023 Q4 2022
Cable Hill Partners, LLC

Portland, OR
BUY
 -
579
+ 7.23%
$16.2K - $19.3K
8.58K $297K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
333
+ 8.31%
$9.32K - $11.1K
4.34K $150K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
250
New
$7K - $8.32K
250 $8.66K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
126
New
$3.53K - $4.19K
126 $4.37K
Q3 2022
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 PUT
300K
New
$8.2M - $10.5M
300K $10.4M

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