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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3KNew |
$97.2K - $112K
|
3K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.75K+ 7.26% |
$89.2K - $102K
|
40.6K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.72K+ 19.68% |
$88.2K - $101K
|
16.5K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.68K+ 4.15% |
$86.9K - $99.8K
|
67.2K
$2.37M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.67K+ 15.91% |
$86.5K - $99.3K
|
19.4K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.42K+ 2.92% |
$78.5K - $90.2K
|
85.2K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.21KNew |
$71.7K - $82.3K
|
2.21K
$77.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1KNew |
$68.2K - $78.3K
|
2.1K
$74.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.09K+ 17.62% |
$67.8K - $77.9K
|
14K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.07K+ 7.37% |
$67.2K - $77.2K
|
30.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 3.65% |
$63.1K - $72.5K
|
55.2K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 6.28% |
$48.6K - $55.8K
|
25.4K
$895K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.38K+ 1.1% |
$44.8K - $51.4K
|
127K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.37KNew |
$44.6K - $51.2K
|
1.37K
$48.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.32K+ 1.86% |
$42.6K - $49K
|
72.1K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 0.69% |
$40.9K - $47K
|
184K
$6.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.2KNew |
$38.9K - $44.7K
|
1.2K
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 3.5% |
$38.6K - $44.3K
|
35.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.12K+ 7.89% |
$36.4K - $41.8K
|
15.3K
$541K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.04K+ 207.37% |
$33.8K - $38.8K
|
1.54K
$54.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 11.57% |
$32.5K - $37.4K
|
9.67K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
973+ 14.65% |
$31.6K - $36.2K
|
7.62K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
942New |
$30.5K - $35.1K
|
942
$33.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
927+ 4.3% |
$30.1K - $34.5K
|
22.5K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
909+ 11.24% |
$29.5K - $33.9K
|
9K
$317K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
890New |
$28.9K - $33.2K
|
890
$31.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
875+ 1.49% |
$28.4K - $32.6K
|
59.5K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
816+ 10.8% |
$26.5K - $30.4K
|
8.37K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
791+ 1.46% |
$25.7K - $29.5K
|
55K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
790+ 197.5% |
$25.6K - $29.4K
|
1.19K
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
680+ 2.31% |
$22.1K - $25.3K
|
30.1K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
650+ 1.6% |
$21.1K - $24.2K
|
41.3K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
579+ 4.46% |
$18.8K - $21.6K
|
13.6K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
547+ 2.51% |
$17.7K - $20.4K
|
22.4K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
491+ 3.57% |
$15.9K - $18.3K
|
14.2K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
357New |
$11.6K - $13.3K
|
357
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
326+ 1.92% |
$10.6K - $12.1K
|
17.3K
$609K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
306+ 0.54% |
$9.92K - $11.4K
|
56.9K
$2M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
277New |
$8.98K - $10.3K
|
277
$9.76K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
276+ 3.92% |
$8.95K - $10.3K
|
7.31K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
268+ 30.88% |
$8.69K - $9.98K
|
1.14K
$40K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
259+ 3237.5% |
$8.4K - $9.65K
|
267
$9.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
226+ 0.52% |
$7.33K - $8.42K
|
43.5K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
163+ 2.33% |
$5.29K - $6.07K
|
7.16K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
148New |
$4.8K - $5.51K
|
148
$5.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
128+ 1.19% |
$4.15K - $4.77K
|
10.9K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
117+ 0.85% |
$3.79K - $4.36K
|
13.9K
$488K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 0.68% |
$2.56K - $2.94K
|
11.8K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
72New |
$2.33K - $2.68K
|
72
$2.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
56+ 0.54% |
$1.82K - $2.09K
|
10.5K
$369K
|