Purchases and Sales Made in Q4 2023 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.08MNew |
$262M - $301M
|
8.08M
$285M
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.33MNew |
$43.2M - $49.6M
|
1.33M
$46.9M
|
|
Feb 14, 2024
Q4 2023
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
714KNew |
$23.2M - $26.6M
|
714K
$25.2M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
380K+ 1.82% |
$12.3M - $14.2M
|
21.3M
$749M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
267K+ 1.44% |
$8.65M - $9.94M
|
18.8M
$661M
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
240KNew |
$7.78M - $8.94M
|
240K
$8.46M
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
232K+ 33.82% |
$7.53M - $8.65M
|
919K
$32.4M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
205K+ 100.95% |
$6.66M - $7.65M
|
409K
$14.4M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
196K+ 28.83% |
$6.35M - $7.29M
|
874K
$30.8M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
169K+ 12.31% |
$5.49M - $6.31M
|
1.55M
$54.5M
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
151K+ 23.19% |
$4.91M - $5.64M
|
804K
$28.3M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
145K+ 8.4% |
$4.7M - $5.4M
|
1.87M
$66M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137KNew |
$4.45M - $5.11M
|
137K
$4.84M
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
136K+ 4.98% |
$4.42M - $5.08M
|
2.87M
$101M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
136K+ 180.63% |
$4.41M - $5.06M
|
211K
$7.44M
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
103K+ 71.04% |
$3.34M - $3.84M
|
248K
$8.75M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
101KNew |
$3.28M - $3.77M
|
101K
$3.57M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
94KNew |
$3.05M - $3.5M
|
94K
$3.31M
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
88.5K+ 12.54% |
$2.87M - $3.3M
|
794K
$28M
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
85.7KNew |
$2.78M - $3.19M
|
85.7K
$3.02M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
82KNew |
$2.66M - $3.05M
|
82K
$2.89M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.8K+ 9.55% |
$2.59M - $2.97M
|
916K
$32.3M
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
78.6K+ 313.16% |
$2.55M - $2.93M
|
104K
$3.65M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.6K+ 40.65% |
$2.16M - $2.48M
|
230K
$8.12M
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
66.3K+ 1.0% |
$2.15M - $2.47M
|
6.66M
$235M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
59.6K+ 122.21% |
$1.93M - $2.22M
|
108K
$3.82M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
52.2K+ 36.82% |
$1.69M - $1.94M
|
194K
$6.84M
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
51.3KNew |
$1.66M - $1.91M
|
51.3K
$1.81M
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
45.8K+ 4.32% |
$1.48M - $1.7M
|
1.1M
$38.9M
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
42.1KNew |
$1.37M - $1.57M
|
42.1K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
41.9KNew |
$1.36M - $1.56M
|
41.9K
$1.48M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40K+ 54.48% |
$1.3M - $1.49M
|
113K
$3.99M
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
38.3K+ 39.26% |
$1.24M - $1.43M
|
136K
$4.79M
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
37.7K+ 58.96% |
$1.22M - $1.41M
|
102K
$3.59M
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
35.6KNew |
$1.16M - $1.33M
|
35.6K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.8K+ 2495.87% |
$1.1M - $1.26M
|
35.2K
$1.24M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
31.3K+ 184.81% |
$1.02M - $1.17M
|
48.3K
$1.7M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27.9KNew |
$903K - $1.04M
|
27.9K
$982K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
27.4K+ 472.01% |
$889K - $1.02M
|
33.2K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
26.3K+ 4.25% |
$853K - $980K
|
645K
$22.7M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 7.28% |
$822K - $944K
|
373K
$13.2M
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
24KNew |
$777K - $893K
|
24K
$845K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.7KNew |
$735K - $844K
|
22.7K
$799K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.6K+ 5.77% |
$734K - $843K
|
415K
$14.6M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 28.67% |
$731K - $839K
|
101K
$3.56M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.5K+ 7.88% |
$697K - $800K
|
294K
$10.4M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20.7KNew |
$671K - $771K
|
20.7K
$730K
|
|
Feb 14, 2024
Q4 2023
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$668K - $767K
|
20.6K
$726K
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
20.1K+ 44.94% |
$653K - $750K
|
64.9K
$2.29M
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
20K+ 12.53% |
$649K - $745K
|
180K
$6.33M
|