Latest Institutional Sells of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.5K- 23.24% |
$916K - $1.01M
|
84.1K
$3.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-11.7K- 19.04% |
$419K - $464K
|
49.6K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.66K- 99.92% |
$311K - $345K
|
7
$254
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.79K- 56.86% |
$280K - $310K
|
5.91K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.68K- 7.86% |
$240K - $266K
|
78.2K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.78K- 10.8% |
$208K - $230K
|
47.7K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 9.4% |
$156K - $172K
|
41.7K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.02K- 40.01% |
$144K - $160K
|
6.02K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4K- 23.58% |
$144K - $159K
|
13K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.72K- 2.49% |
$134K - $148K
|
146K
$5.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.65K- 9.81% |
$131K - $145K
|
33.6K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.55K- 53.99% |
$128K - $141K
|
3.02K
$110K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 2.46% |
$89.8K - $99.3K
|
98.9K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.23% |
$79.9K - $88.4K
|
66.5K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 18.9% |
$78.1K - $86.4K
|
9.32K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.67K- 5.76% |
$60.1K - $66.5K
|
27.3K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.67K- 11.22% |
$59.9K - $66.3K
|
13.2K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.49K- 1.11% |
$53.5K - $59.3K
|
133K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.35K- 18.38% |
$48.4K - $53.6K
|
5.98K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.33K- 28.04% |
$47.9K - $53K
|
3.42K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.29K- 2.36% |
$46.5K - $51.5K
|
53.5K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 3.63% |
$45K - $49.8K
|
33.2K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.25K- 4.84% |
$44.8K - $49.6K
|
24.5K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-878- 2.59% |
$31.6K - $34.9K
|
33.1K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-872- 5.75% |
$31.4K - $34.7K
|
14.3K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-869- 1.82% |
$31.2K - $34.6K
|
46.8K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-862- 5.63% |
$31K - $34.3K
|
14.5K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-729- 7.58% |
$26.2K - $29K
|
8.89K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-716- 5.8% |
$25.7K - $28.5K
|
11.6K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-697- 1.16% |
$25.1K - $27.7K
|
59.5K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-542- 2.92% |
$19.5K - $21.6K
|
18K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-421- 5.79% |
$15.1K - $16.8K
|
6.85K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-384- 4.23% |
$13.8K - $15.3K
|
8.7K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-350- 45.05% |
$12.6K - $13.9K
|
427
$15.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-220- 6.61% |
$7.91K - $8.76K
|
3.11K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-206- 1.54% |
$7.41K - $8.2K
|
13.2K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-105- 1.39% |
$3.78K - $4.18K
|
7.43K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.15% |
$2.88K - $3.18K
|
52.1K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 10.45% |
$1.26K - $1.39K
|
300
$10.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-8- 0.06% |
$288 - $318
|
13.9K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.04% |
$108 - $119
|
7.27K
$264K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-411K- 67.44% |
$13.2M - $16M
|
198K
$7.21M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-350K- 89.78% |
$11.2M - $13.6M
|
39.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-299K- 3.9% |
$9.6M - $11.6M
|
7.38M
$268M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-174K- 22.91% |
$5.59M - $6.78M
|
586K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-153K- 17.36% |
$4.93M - $5.97M
|
730K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-120K- 86.02% |
$3.85M - $4.67M
|
19.5K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-109K- 6.98% |
$3.49M - $4.24M
|
1.45M
$52.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-92.4K- 9.17% |
$2.97M - $3.6M
|
915K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-86K- 31.82% |
$2.76M - $3.35M
|
184K
$6.7M
|
|