Purchases and Sales Made in Q1 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2024. The information is specifically focused on institutions that hold shares of Phillips Edison & Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.1K- 11.53% |
$345K - $369K
|
77.3K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.2K- 59.59% |
$349K - $373K
|
6.89K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 10.32% |
$358K - $383K
|
90.8K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 5.67% |
$384K - $410K
|
186K
$6.57M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-11.7K- 46.48% |
$403K - $430K
|
13.5K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11.9K- 35.89% |
$409K - $437K
|
21.3K
$750K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 3.44% |
$409K - $437K
|
335K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.4K- 33.54% |
$426K - $456K
|
24.6K
$868K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-12.8K- 10.6% |
$438K - $467K
|
108K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-16.3K- 49.12% |
$560K - $598K
|
16.9K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-16.5K- 10.58% |
$566K - $605K
|
140K
$4.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.6K- 3.07% |
$568K - $607K
|
522K
$18.4M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-21.8K- 64.68% |
$747K - $798K
|
11.9K
$419K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 2.34% |
$829K - $886K
|
1.01M
$35.5M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-25.5K- 0.82% |
$873K - $933K
|
3.06M
$108M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.2K- 94.25% |
$1.14M - $1.21M
|
2.02K
$71.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 8.57% |
$1.15M - $1.22M
|
356K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-34K- 33.48% |
$1.17M - $1.25M
|
67.7K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.1K- 50.42% |
$1.2M - $1.28M
|
34.5K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.5K- 85.89% |
$1.25M - $1.34M
|
5.99K
$211K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-38.9K- 28.63% |
$1.34M - $1.43M
|
97.1K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.4K- 38.98% |
$1.35M - $1.44M
|
61.7K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-40.2K- 2.48% |
$1.38M - $1.47M
|
1.58M
$55.7M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-44.5K- 10.72% |
$1.53M - $1.63M
|
371K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-45.6K- 5.67% |
$1.56M - $1.67M
|
758K
$26.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.6K- 14.36% |
$1.84M - $1.96M
|
320K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-54.7K- 48.26% |
$1.88M - $2M
|
58.6K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.8K- 79.98% |
$2.22M - $2.37M
|
16.2K
$572K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-68K- 35.06% |
$2.33M - $2.49M
|
126K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-70.1K- 33.21% |
$2.41M - $2.57M
|
141K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-75.2K- 89.63% |
$2.58M - $2.75M
|
8.7K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-104K- 6.74% |
$3.57M - $3.82M
|
1.44M
$50.8M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-157K- 32.68% |
$5.38M - $5.74M
|
323K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-176K- 49.67% |
$6.03M - $6.44M
|
178K
$6.28M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215K- 24.57% |
$7.37M - $7.87M
|
660K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-279K- 89.31% |
$9.57M - $10.2M
|
33.4K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-321K- 93.43% |
$11M - $11.7M
|
22.6K
$795K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-472K- 41.7% |
$16.2M - $17.3M
|
660K
$23.2M
|