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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.11K- 34.2% |
$148K - $164K
|
7.91K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.93K- 18.09% |
$69.4K - $76.8K
|
8.73K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 29.5% |
$13.5K - $14.9K
|
896
$31K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-350- 45.05% |
$12.6K - $13.9K
|
427
$14.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-294- 99.66% |
$10.6K - $11.7K
|
1
$34.7
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$36 - $39.8
|
1
$34.7
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-101K- 6.4% |
$3.25M - $3.94M
|
1.48M
$51.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-22.7K- 61.86% |
$729K - $884K
|
14K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.5K- 64.1% |
$402K - $488K
|
7.02K
$243K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-5.05K- 46.07% |
$162K - $197K
|
5.91K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.26K- 25.95% |
$72.5K - $88K
|
6.45K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 7.22% |
$64.2K - $77.8K
|
25.7K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.31K- 10.26% |
$42.2K - $51.2K
|
11.5K
$398K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-900- 2.9% |
$28.9K - $35K
|
30.1K
$1.04M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-294- 3.69% |
$9.44K - $11.4K
|
7.67K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-272- 14.29% |
$8.73K - $10.6K
|
1.63K
$56.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-75- 0.86% |
$2.41K - $2.92K
|
8.66K
$300K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-168K- 0.78% |
$5.21M - $5.9M
|
21.4M
$742M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.5K- 49.67% |
$294K - $333K
|
9.63K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-9.26K- 43.2% |
$286K - $325K
|
12.2K
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.35K- 98.19% |
$258K - $293K
|
154
$5.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.73K- 92.7% |
$115K - $131K
|
294
$10.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.15K- 16.71% |
$97.4K - $110K
|
15.7K
$544K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.8K- 54.55% |
$55.7K - $63.1K
|
1.5K
$52K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-1.6K- 7.24% |
$49.5K - $56.1K
|
20.5K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 16.69% |
$46.9K - $53.2K
|
7.57K
$262K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 8.57% |
$1.15M - $1.22M
|
356K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-16.3K- 49.12% |
$560K - $598K
|
16.9K
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-12.8K- 10.6% |
$438K - $467K
|
108K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.52K- 47.13% |
$155K - $165K
|
5.07K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 22.3% |
$74.8K - $79.9K
|
7.6K
$263K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.03K- 25.15% |
$69.5K - $74.2K
|
6.03K
$209K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.02K- 14.92% |
$69.2K - $73.9K
|
11.5K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 34.45% |
$49.4K - $52.7K
|
2.74K
$94.9K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.39K- 46.31% |
$47.6K - $50.9K
|
1.61K
$55.8K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-243- 2.32% |
$8.33K - $8.9K
|
10.2K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-128- 1.17% |
$4.39K - $4.69K
|
10.8K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-100- 20.12% |
$3.43K - $3.66K
|
397
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.53% |
$1.03K - $1.1K
|
5.6K
$194K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-6.58KClosed |
$213K - $245K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 35.69% |
$114K - $131K
|
6.34K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.09K- 9.96% |
$100K - $115K
|
27.9K
$968K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.03K- 17.95% |
$65.9K - $75.7K
|
9.29K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.48K- 94.94% |
$48.1K - $55.2K
|
79
$2.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 17.29% |
$44.1K - $50.7K
|
6.51K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 7.97% |
$38.6K - $44.4K
|
13.8K
$476K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.13K- 21.83% |
$36.7K - $42.2K
|
4.06K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-100- 1.93% |
$3.24K - $3.73K
|
5.08K
$176K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-38.2K- 76.07% |
$1.26M - $1.38M
|
12K
$416K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 26.19% |
$444K - $485K
|
37.8K
$1.31M
|
|