Stock TransactionsPHILLIPS EDISON & CO INC

Total Bought
226,133
30 transactions
Total Sold
2,527,510
46 transactions
Net
-2,301,377
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Aberdeen Group plc25,093103,674+78,5810.000.01+0.01buy
Koshinski Asset Management, Inc.73,346113,307+39,9610.280.63+0.34buy
CALTON & ASSOCIATES, INC.16,95548,290+31,3350.830.71-0.12buy
Holocene Advisors, LP618,320644,625+26,3050.090.09+0.00buy
Asset Management One Co., Ltd.272,762294,243+21,4810.040.04+0.00buy
B&I Capital AG215,495222,795+7,3002.612.56-0.06buy
Kapitalo Investimentos Ltda3,0736,982+3,9090.010.05+0.04buy
Canton Hathaway, LLC2,5066,274+3,7680.030.07+0.04buy
Independent Advisor Alliance10,48213,765+3,2830.020.02+0.00buy
MONEY CONCEPTS CAPITAL CORP82,82185,242+2,4210.290.29-0.00buy
OLIVER LAGORE VANVALIN INVESTMENT GROUP11,86813,959+2,0910.160.19+0.03buy
CENTAURUS FINANCIAL, INC.125,347126,727+1,3800.370.35-0.01buy
NISSAY ASSET MANAGEMENT CORP /JAPAN14,22415,346+1,1220.000.00+0.00buy
Carmel Capital Partners, LLC21,57222,499+9270.320.42+0.09buy
Arete Wealth Advisors, LLC29,46430,144+6800.170.08-0.09buy
Demars Financial Group, LLC12,99313,572+5790.250.26+0.02buy
Bank Pictet & Cie (Europe) AG16,95517,281+3260.020.02-0.00buy
PFG Investments, LLC7,0357,311+2760.040.05+0.01buy
Vivaldi Capital Management LP10,79010,918+1280.120.11-0.01buy
Smart Money Group LLC13,73713,854+1170.220.22+0.00buy
Ellevest, Inc.9,0709,121+510.020.02-0.00buy
BAKER TILLY WEALTH MANAGEMENT, LLC7,0517,087+360.040.04+0.00buy
Cooper Financial Group38,52138,538+170.310.26-0.05buy
Kure Advisory, LLC8,6078,623+160.160.16-0.00buy
Silicon Valley Capital Partners1,1441,154+100.010.01-0.00buy
IHT Wealth Management, LLC22,04422,054+100.040.04-0.00buy
First Heartland Consultants, Inc.9,8359,843+80.040.04+0.00buy
Savant Capital, LLC8,7508,758+80.000.00-0.00buy
True Wealth Design, LLC510515+50.010.01-0.00buy
Kozak & Associates, Inc.924926+20.010.01-0.00buy
M Holdings Securities, Inc.18,32918,326-30.080.08-0.01sell
CORNERCAP INVESTMENT COUNSEL INC23,62823,593-350.140.14-0.00sell
B.O.S.S. Retirement Advisors, LLC6,2136,139-740.040.04-0.00sell
Midwest Financial Group LLC9,8589,733-1250.280.26-0.02sell
LexAurum Advisors, LLC8,1387,959-1790.080.08-0.00sell
SILVER OAK SECURITIES, INCORPORATED28,77028,356-4140.210.14-0.07sell
Migdal Insurance & Financial Holdings Ltd.1,368900-4680.000.00-0.00sell
Triumph Capital Management8,2897,789-5000.130.12-0.01sell
RMR Wealth Builders87,65887,148-5100.470.45-0.02sell
Ausdal Financial Partners, Inc.12,44311,760-6830.060.05-0.00sell
Apeiron RIA LLC21,21420,486-7280.240.23-0.01sell
Kovack Advisors, Inc.24,37423,534-8400.110.10-0.01sell
COLDSTREAM CAPITAL MANAGEMENT INC7,5706,466-1,1040.010.01-0.00sell
Integrated Advisors Network LLC64,58263,409-1,1730.130.13-0.00sell
Financial Partners Group, Inc27,01725,791-1,2260.180.17-0.01sell
Accel Wealth Management31,79930,456-1,3430.590.56-0.04sell
Compound Planning, Inc.7,8686,508-1,3600.090.03-0.06sell
Richard W. Paul & Associates, LLC1,56279-1,4830.020.00-0.02sell
Hendershot Investments Inc.15,58914,059-1,5300.090.08-0.01sell
Castleview Partners, LLC16,79815,143-1,6550.520.39-0.13sell
CreativeOne Wealth, LLC8,9757,313-1,6620.020.02-0.00sell
McAdam, LLC178,806176,776-2,0300.490.47-0.03sell
Global Wealth Management Investment Advisory, Inc.9,0867,014-2,0720.090.07-0.02sell
Advisory Alpha, LLC12,47710,291-2,1860.020.02-0.00sell
Brookstone Capital Management56,59554,379-2,2160.040.04-0.00sell
MCF Advisors LLC9,0356,392-2,6430.030.02-0.01sell
Well Done, LLC39,43236,729-2,7030.290.26-0.03sell
EPG Wealth Management LLC24,42721,672-2,7550.250.20-0.05sell
FJ Capital Management LLC41,29138,442-2,8490.160.14-0.02sell
Beacon Capital Management, LLC25,75122,732-3,0190.230.21-0.02sell
Capital Asset Advisory Services LLC18,39015,283-3,1070.040.03-0.01sell
My Legacy Advisors, LLC71,39167,991-3,4000.990.87-0.12sell
Soltis Investment Advisors LLC9,8596,340-3,5190.040.03-0.02sell
Advisory Resource Group29,31425,256-4,0580.270.23-0.04sell
Continuum Advisory, LLC13,6549,583-4,0710.070.05-0.02sell
J.W. COLE ADVISORS, INC.78,91072,415-6,4950.200.15-0.04sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC11,3084,177-7,1310.000.00-0.00sell
Prime Capital Investment Advisors, LLC205,710197,593-8,1170.140.11-0.03sell
AXXCESS WEALTH MANAGEMENT, LLC25,11015,283-9,8270.030.02-0.01sell
O'Dell Group, LLC79,91968,500-11,4190.820.65-0.16sell
Arkadios Wealth Advisors66,77750,560-16,2170.210.16-0.06sell
Belpointe Asset Management LLC34,1296,689-27,4400.120.02-0.10sell
FIRST FOUNDATION ADVISORS131,19987,384-43,8150.210.15-0.06sell
Ameritas Advisory Services, LLC150,21256,189-94,0230.260.11-0.15sell
Greenland Capital Management LP160,00035,100-124,9000.640.20-0.44sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,207,6173,087,214-2,120,4030.060.04-0.02sell
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