Purchases and Sales Made in Q4 2024 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Foresight Group LTD Liability Partnership
London, X0 |
BUY
|
- |
35.5KNew |
$1.28M - $1.41M
|
35.5K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 49.17% |
$618K - $684K
|
52.2K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.38K+ 39.53% |
$158K - $174K
|
15.5K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.23K+ 63.36% |
$152K - $168K
|
10.9K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.15K+ 171.53% |
$149K - $165K
|
6.57K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67K+ 47.39% |
$60.1K - $66.5K
|
5.2K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
636+ 10.16% |
$22.9K - $25.3K
|
6.89K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
618+ 1.21% |
$22.2K - $24.6K
|
51.9K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
594+ 0.83% |
$21.4K - $23.6K
|
72.5K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
522+ 13.38% |
$18.8K - $20.8K
|
4.42K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
510+ 2.59% |
$18.3K - $20.3K
|
20.2K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.42% |
$3.6K - $3.98K
|
7.14K
$256K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
97New |
$3.49K - $3.86K
|
97
$3.47K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
69+ 0.53% |
$2.48K - $2.75K
|
13.1K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 8.16% |
$1.11K - $1.23K
|
411
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
27+ 0.8% |
$971 - $1.07K
|
3.4K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
17+ 0.12% |
$611 - $677
|
14K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 3.83% |
$432 - $478
|
325
$11.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.84% |
$288 - $318
|
958
$34.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.0% |
$71.9 - $79.6
|
41.8K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 0.34% |
$36 - $39.8
|
298
$10.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-105- 1.39% |
$3.78K - $4.18K
|
7.43K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-206- 1.54% |
$7.41K - $8.2K
|
13.2K
$472K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-220- 6.61% |
$7.91K - $8.76K
|
3.11K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-384- 4.23% |
$13.8K - $15.3K
|
8.7K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-421- 5.79% |
$15.1K - $16.8K
|
6.85K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-697- 1.16% |
$25.1K - $27.7K
|
59.5K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-716- 5.8% |
$25.7K - $28.5K
|
11.6K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-729- 7.58% |
$26.2K - $29K
|
8.89K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-872- 5.75% |
$31.4K - $34.7K
|
14.3K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-878- 2.59% |
$31.6K - $34.9K
|
33.1K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 3.63% |
$45K - $49.8K
|
33.2K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.35K- 18.38% |
$48.4K - $53.6K
|
5.98K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.67K- 11.22% |
$59.9K - $66.3K
|
13.2K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.67K- 5.76% |
$60.1K - $66.5K
|
27.3K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.17K- 18.9% |
$78.1K - $86.4K
|
9.32K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 2.46% |
$89.8K - $99.3K
|
98.9K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.65K- 9.81% |
$131K - $145K
|
33.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.33K- 9.4% |
$156K - $172K
|
41.7K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.78K- 10.8% |
$208K - $230K
|
47.7K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.68K- 7.86% |
$240K - $266K
|
78.2K
$2.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-7.79K- 56.86% |
$280K - $310K
|
5.91K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.66K- 99.92% |
$311K - $345K
|
7
$251
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-11.7K- 19.04% |
$419K - $464K
|
49.6K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.5K- 23.24% |
$916K - $1.01M
|
84.1K
$3.01M
|