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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.57K- 50.08% |
$44.2K - $53.6K
|
1.57K
$56.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.16K- 3.94% |
$32.6K - $39.5K
|
28.2K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-936- 2.07% |
$26.3K - $31.9K
|
44.3K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-765- 11.12% |
$21.5K - $26.1K
|
6.12K
$220K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-355- 5.87% |
$9.99K - $12.1K
|
5.7K
$205K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-53.6K- 40.34% |
$1.61M - $1.85M
|
79.3K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-46.3K- 57.25% |
$1.39M - $1.6M
|
34.6K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.68K- 4.04% |
$80.6K - $92.4K
|
63.8K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-2.45K- 24.61% |
$73.6K - $84.5K
|
7.51K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-777- 43.73% |
$23.3K - $26.8K
|
1K
$36K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-445Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-239- 2.3% |
$7.18K - $8.24K
|
10.2K
$365K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-39.6K- 22.37% |
$1.11M - $1.32M
|
137K
$4.94M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.12K- 20.25% |
$115K - $137K
|
16.2K
$584K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-916- 12.0% |
$25.6K - $30.5K
|
6.72K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-243- 3.06% |
$6.8K - $8.08K
|
7.7K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 1.17% |
$4.23K - $5.02K
|
12.8K
$459K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-112- 86.82% |
$3.14K - $3.73K
|
17
$611
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.01K- 42.34% |
$82.3K - $106K
|
4.1K
$148K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-909- 0.28% |
$24.8K - $31.9K
|
329K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-825- 6.99% |
$22.5K - $29K
|
11K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-341- 10.21% |
$9.32K - $12K
|
3K
$108K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-150- 13.1% |
$4.1K - $5.27K
|
995
$35.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-365KClosed |
$11.4M - $13.1M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-221K- 33.0% |
$6.89M - $7.95M
|
448K
$16.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85.6KClosed |
$2.67M - $3.08M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-42.5K- 50.0% |
$1.33M - $1.53M
|
42.5K
$1.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-26.8K- 32.1% |
$838K - $966K
|
56.7K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-21KClosed |
$656K - $757K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20.8KClosed |
$650K - $750K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-19.9KClosed |
$621K - $716K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
CALL |
-17.5KClosed |
$547K - $631K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$469K - $541K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-12.4KClosed |
$388K - $447K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.8KClosed |
$368K - $424K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.8K- 49.25% |
$306K - $353K
|
10.1K
$363K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.99KClosed |
$250K - $288K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.31KClosed |
$229K - $264K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.89KClosed |
$216K - $248K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.58KClosed |
$206K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.55KClosed |
$205K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.23KClosed |
$195K - $225K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6KClosed |
$187K - $216K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.82KClosed |
$182K - $210K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-4.7K- 17.1% |
$147K - $169K
|
22.8K
$819K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.03K- 96.12% |
$94.6K - $109K
|
122
$4.39K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.46K- 7.89% |
$45.7K - $52.7K
|
17.1K
$614K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 6.94% |
$25.8K - $29.7K
|
11.1K
$397K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-800- 10.53% |
$25K - $28.8K
|
6.8K
$244K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-762Closed |
$23.8K - $27.5K
|
0
$0
|
|