Purchases and Sales Made in Q3 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.67KNew |
$287K - $313K
|
8.67K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.61KNew |
$285K - $311K
|
8.61K
$313K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.09KNew |
$268K - $293K
|
8.09K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.34K+ 35.3% |
$243K - $265K
|
28.1K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.11KNew |
$235K - $257K
|
7.11K
$258K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.84KNew |
$226K - $247K
|
6.84K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.6K+ 26.94% |
$218K - $239K
|
31.1K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
6.42K+ 75.23% |
$212K - $232K
|
14.9K
$543K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.41KNew |
$212K - $232K
|
6.41K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
B&I Capital Ag
|
BUY
|
- |
6.1K+ 2.91% |
$202K - $221K
|
215K
$7.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.88KNew |
$195K - $213K
|
5.88K
$214K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.1K+ 10.26% |
$169K - $184K
|
54.8K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.98K+ 71.78% |
$165K - $180K
|
11.9K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.96K+ 16.91% |
$164K - $179K
|
34.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.14K+ 44.63% |
$137K - $150K
|
13.4K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4K+ 5.36% |
$132K - $144K
|
78.6K
$2.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.39K+ 2.67% |
$112K - $123K
|
131K
$4.74M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.2K+ 21.12% |
$106K - $116K
|
18.3K
$666K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.07KNew |
$102K - $111K
|
3.07K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.92K+ 26.09% |
$96.7K - $106K
|
14.1K
$513K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.88K+ 6.29% |
$95.3K - $104K
|
48.7K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.86K+ 5.83% |
$94.5K - $103K
|
51.8K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.74K+ 43.02% |
$90.6K - $99K
|
9.1K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.53KNew |
$83.6K - $91.4K
|
2.53K
$91.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.5K+ 0.98% |
$82.8K - $90.4K
|
258K
$9.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.38K+ 13.7% |
$78.7K - $86K
|
19.7K
$717K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.36K+ 39.5% |
$78.2K - $85.5K
|
8.35K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 5.1% |
$73.9K - $80.7K
|
46.1K
$1.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.07K+ 29.54% |
$68.6K - $74.9K
|
9.09K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.07K+ 3.01% |
$68.4K - $74.7K
|
70.8K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.06K+ 3.14% |
$68.3K - $74.6K
|
67.6K
$2.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.02K+ 2.5% |
$66.9K - $73.1K
|
82.8K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.98K+ 16.85% |
$65.6K - $71.6K
|
13.7K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.95K+ 9.83% |
$64.6K - $70.6K
|
21.8K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.92KNew |
$63.4K - $69.3K
|
1.92K
$69.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 11.91% |
$59.2K - $64.7K
|
16.8K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.66K+ 0.35% |
$54.8K - $59.8K
|
481K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 6.66% |
$49.4K - $53.9K
|
23.9K
$868K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.47K+ 4.08% |
$48.7K - $53.2K
|
37.5K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.41K+ 16.78% |
$46.8K - $51.1K
|
9.84K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.39K+ 2.19% |
$45.9K - $50.1K
|
64.7K
$2.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.29K+ 7.68% |
$42.8K - $46.8K
|
18.1K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.27K+ 2.66% |
$42K - $45.9K
|
49K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.13K+ 8.23% |
$37.3K - $40.7K
|
14.8K
$538K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.11KNew |
$36.6K - $40K
|
1.11K
$40.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 5.37% |
$36.2K - $39.6K
|
21.5K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.08K+ 8.19% |
$35.6K - $38.9K
|
14.2K
$517K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
1.04K+ 4.32% |
$34.4K - $37.5K
|
25.1K
$912K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1K+ 20.81% |
$33.1K - $36.2K
|
5.81K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
900New |
$29.8K - $32.5K
|
900
$32.7K
|