Purchases and Sales Made in Q2 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.21% |
$464 - $526
|
7.12K
$251K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
11+ 0.95% |
$340 - $386
|
1.17K
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$309 - $351
|
22.1K
$778K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$309 - $351
|
10
$353
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 2.39% |
$278 - $316
|
385
$13.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.64% |
$186 - $210
|
943
$33.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.78% |
$124 - $140
|
515
$18.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.37% |
$30.9 - $35.1
|
268
$9.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 33.33% |
$30.9 - $35.1
|
2
$70.5
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 36.36% |
$124 - $140
|
7
$247
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-11- 0.12% |
$340 - $386
|
9.23K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.22% |
$433 - $491
|
6.45K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-25- 0.27% |
$773 - $877
|
9.25K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-49- 14.24% |
$1.52K - $1.72K
|
295
$10.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 6.57% |
$3.12K - $3.54K
|
1.44K
$50.6K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-128- 1.2% |
$3.96K - $4.49K
|
10.6K
$373K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-135- 0.96% |
$4.18K - $4.73K
|
13.9K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-148- 0.26% |
$4.58K - $5.19K
|
57.8K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-149- 0.17% |
$4.61K - $5.23K
|
85.5K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-164- 74.21% |
$5.07K - $5.75K
|
57
$2.01K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-186- 15.59% |
$5.75K - $6.52K
|
1.01K
$35.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-300- 4.09% |
$9.28K - $10.5K
|
7.04K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-340- 0.28% |
$10.5K - $11.9K
|
119K
$4.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-349- 1.48% |
$10.8K - $12.2K
|
23.2K
$819K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-350- 3.56% |
$10.8K - $12.3K
|
9.49K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-391- 1.17% |
$12.1K - $13.7K
|
33.1K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-411- 4.99% |
$12.7K - $14.4K
|
7.83K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-427- 2.26% |
$13.2K - $15K
|
18.5K
$652K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-476- 0.36% |
$14.7K - $16.7K
|
131K
$4.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-519- 0.52% |
$16.1K - $18.2K
|
98.4K
$3.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-557- 1.97% |
$17.2K - $19.5K
|
27.7K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-580- 8.56% |
$17.9K - $20.3K
|
6.19K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-595- 0.44% |
$18.4K - $20.9K
|
135K
$4.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-668- 0.56% |
$20.7K - $23.4K
|
118K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-673- 1.77% |
$20.8K - $23.6K
|
37.3K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-700- 2.75% |
$21.7K - $24.5K
|
24.7K
$872K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-726- 9.33% |
$22.5K - $25.5K
|
7.05K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-728- 8.51% |
$22.5K - $25.5K
|
7.83K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-833- 5.85% |
$25.8K - $29.2K
|
13.4K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-842- 1.65% |
$26K - $29.5K
|
50.2K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-903- 0.51% |
$27.9K - $31.7K
|
174K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-921- 3.79% |
$28.5K - $32.3K
|
23.4K
$824K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-926- 6.61% |
$28.6K - $32.5K
|
13.1K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 4.33% |
$32K - $36.3K
|
22.9K
$807K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.17K- 55.46% |
$36.1K - $41K
|
938
$33.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 4.91% |
$37.1K - $42.1K
|
23.3K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-1.2K- 13.83% |
$37.2K - $42.2K
|
7.5K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 3.06% |
$39.8K - $45.2K
|
40.7K
$1.44M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 3.06% |
$39.8K - $45.2K
|
40.7K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.29K- 2.94% |
$40K - $45.4K
|
42.7K
$1.5M
|