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 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
51+ 0.48% |
$1.65K - $1.9K
|
10.8K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 0.56% |
$1.65K - $1.9K
|
9.12K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
50New |
$1.62K - $1.86K
|
50
$1.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38New |
$1.23K - $1.42K
|
38
$1.34K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
36+ 0.51% |
$1.17K - $1.34K
|
7.09K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
22+ 0.7% |
$713 - $820
|
3.15K
$111K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
17+ 0.04% |
$551 - $633
|
38.5K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.03% |
$551 - $633
|
54.8K
$1.93M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 7.96% |
$519 - $596
|
217
$7.65K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
16+ 0.19% |
$519 - $596
|
8.62K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13+ 0.01% |
$422 - $484
|
137K
$4.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 5.37% |
$422 - $484
|
255
$8.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
13+ 4.39% |
$422 - $484
|
309
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.81% |
$357 - $410
|
1.37K
$48.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
10+ 0.87% |
$324 - $373
|
1.15K
$40.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$324 - $373
|
22.1K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
9+ 0.03% |
$292 - $335
|
35K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.09% |
$259 - $298
|
8.76K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8+ 0.08% |
$259 - $298
|
9.84K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$227 - $261
|
6.42K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.98% |
$162 - $186
|
515
$18.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.22% |
$64.9 - $74.5
|
926
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.02% |
$64.9 - $74.5
|
8.56K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1+ 0.01% |
$32.4 - $37.3
|
7.56K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3- 0.02% |
$97.3 - $112
|
18.3K
$646K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 60.0% |
$486 - $559
|
10
$353
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-35- 0.15% |
$1.14K - $1.3K
|
23.6K
$832K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 0.95% |
$1.33K - $1.53K
|
4.27K
$150K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-54- 0.11% |
$1.75K - $2.01K
|
50.5K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-54- 0.11% |
$1.75K - $2.01K
|
50.5K
$1.78M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-56- 0.04% |
$1.82K - $2.09K
|
129K
$4.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-69- 0.51% |
$2.24K - $2.57K
|
13.5K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-77- 0.01% |
$2.5K - $2.87K
|
761K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 1.27% |
$2.79K - $3.2K
|
6.7K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-96- 89.72% |
$3.11K - $3.58K
|
11
$388
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-100- 1.93% |
$3.24K - $3.73K
|
5.08K
$179K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-125- 1.27% |
$4.05K - $4.66K
|
9.73K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-127- 0.21% |
$4.12K - $4.73K
|
61.7K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-150- 1.73% |
$4.86K - $5.59K
|
8.51K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-179- 2.2% |
$5.8K - $6.67K
|
7.96K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-186- 0.38% |
$6.03K - $6.93K
|
48.5K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-204- 2.47% |
$6.62K - $7.6K
|
8.06K
$284K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-307- 99.68% |
$9.96K - $11.4K
|
1
$35.3
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 21.63% |
$9.96K - $11.4K
|
1.11K
$39.2K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-307- 0.64% |
$9.96K - $11.4K
|
47.5K
$1.67M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-323- 4.99% |
$10.5K - $12K
|
6.16K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-364- 4.81% |
$11.8K - $13.6K
|
7.21K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-373- 2.78% |
$12.1K - $13.9K
|
13K
$460K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-387- 24.49% |
$12.6K - $14.4K
|
1.19K
$42.1K
|