Purchases and Sales Made in Q2 2022 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$42.8K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15K+ 14.12% |
$36.1K - $41.6K
|
9.32K
$329K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 1.75% |
$34.3K - $39.5K
|
63.8K
$2.25M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 5.12% |
$34.1K - $39.3K
|
22.4K
$789K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.02K+ 7.17% |
$31.9K - $36.8K
|
15.3K
$538K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1K+ 42.72% |
$31.3K - $36K
|
3.34K
$118K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
699New |
$21.9K - $25.2K
|
699
$24.6K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
653New |
$20.4K - $23.5K
|
653
$23K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
577+ 18.35% |
$18K - $20.8K
|
3.72K
$131K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
572New |
$17.9K - $20.6K
|
572
$20.2K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
571New |
$17.8K - $20.6K
|
571
$20.1K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
555+ 3.58% |
$17.3K - $20K
|
16.1K
$566K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
524+ 1.73% |
$16.4K - $18.9K
|
30.8K
$1.09M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
511+ 3.07% |
$16K - $18.4K
|
17.2K
$605K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
511+ 3.07% |
$16K - $18.4K
|
17.2K
$605K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
491+ 6.2% |
$15.3K - $17.7K
|
8.41K
$296K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
375+ 0.25% |
$11.7K - $13.5K
|
149K
$5.25M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
363+ 3.43% |
$11.3K - $13.1K
|
11K
$386K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
344+ 3.26% |
$10.8K - $12.4K
|
10.9K
$384K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
333New |
$10.4K - $12K
|
333
$11.7K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
265+ 1.41% |
$8.28K - $9.55K
|
19K
$671K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
217New |
$6.78K - $7.82K
|
217
$7.65K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
216New |
$6.75K - $7.78K
|
216
$7.61K
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
172New |
$5.38K - $6.2K
|
172
$6.06K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
148+ 1.85% |
$4.63K - $5.33K
|
8.15K
$287K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
146New |
$4.56K - $5.26K
|
146
$5.15K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90New |
$2.81K - $3.24K
|
90
$3.17K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
47+ 0.67% |
$1.47K - $1.69K
|
7.03K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47+ 0.56% |
$1.47K - $1.69K
|
8.41K
$296K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.03% |
$469 - $541
|
58.3K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12New |
$375 - $432
|
12
$423
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.72% |
$188 - $216
|
844
$29.8K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.77% |
$156 - $180
|
656
$23.1K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.01% |
$93.8 - $108
|
33.3K
$1.17M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.01% |
$62.5 - $72.1
|
14K
$492K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$31.3 - $36
|
400
$14.1K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-76- 0.37% |
$2.38K - $2.74K
|
20.4K
$721K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-94- 0.21% |
$2.94K - $3.39K
|
44.4K
$1.56M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-140- 10.89% |
$4.38K - $5.05K
|
1.15K
$40.4K
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-151- 1.08% |
$4.72K - $5.44K
|
13.8K
$488K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-181Closed |
$5.66K - $6.52K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-219- 0.68% |
$6.85K - $7.89K
|
32K
$1.13M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-274- 2.52% |
$8.57K - $9.87K
|
10.6K
$373K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-376- 3.95% |
$11.8K - $13.6K
|
9.13K
$322K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-413- 4.51% |
$12.9K - $14.9K
|
8.74K
$308K
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-571- 2.21% |
$17.8K - $20.6K
|
25.3K
$892K
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-581- 3.07% |
$18.2K - $20.9K
|
18.4K
$647K
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-591- 6.33% |
$18.5K - $21.3K
|
8.74K
$308K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-608- 16.74% |
$19K - $21.9K
|
3.02K
$107K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-644- 14.62% |
$20.1K - $23.2K
|
3.76K
$133K
|