Stock TransactionsPHILLIPS EDISON & CO INC

Total Bought
512,613
35 transactions
Total Sold
259,040
51 transactions
Net
+253,573
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
AEW CAPITAL MANAGEMENT L P427,070627,889+200,8190.691.14+0.44buy
ADAGE CAPITAL PARTNERS GP, L.L.C.450,000590,861+140,8610.030.04+0.01buy
B&I Capital AG212,545259,045+46,5002.323.16+0.84buy
JACOBS LEVY EQUITY MANAGEMENT, INC139,146181,856+42,7100.020.02+0.00buy
Arkadios Wealth Advisors34,96552,157+17,1920.070.11+0.03buy
Aberdeen Group plc106,331121,605+15,2740.010.01+0.00buy
Entropy Technologies, LP18,87129,954+11,0830.070.12+0.04buy
Asset Management One Co., Ltd.272,926279,426+6,5000.040.04-0.00buy
WORLD EQUITY GROUP, INC.5,93611,872+5,9360.080.10+0.01buy
Perpetual Ltd11,08015,460+4,3800.000.01+0.00buy
American Trust Investment Advisors, LLC15,86020,120+4,2600.240.31+0.06buy
Wealthcare Advisory Partners LLC6,67310,901+4,2280.010.01+0.00buy
Sumitomo Mitsui DS Asset Management Company, Ltd22,60025,954+3,3540.010.01+0.00buy
MCF Advisors LLC3,5285,200+1,6720.010.01+0.00buy
Metis Global Partners, LLC12,61314,047+1,4340.010.02+0.00buy
MONEY CONCEPTS CAPITAL CORP80,59581,886+1,2910.230.23-0.00buy
Atom Investors LP19,06020,289+1,2290.080.09+0.02buy
Resona Asset Management Co.,Ltd.47,86348,989+1,1260.010.01+0.00buy
NISSAY ASSET MANAGEMENT CORP /JAPAN17,80318,456+6530.000.00-0.00buy
LexAurum Advisors, LLC6,2586,894+6360.050.05-0.00buy
OLIVER LAGORE VANVALIN INVESTMENT GROUP30,54130,988+4470.310.30-0.01buy
FIL Ltd1,8302,155+3250.000.00+0.00buy
Catalina Capital Group, LLC12,57212,745+1730.160.16-0.00buy
Lakeridge Wealth Management LLC21,94622,113+1670.450.43-0.03buy
RFG Advisory, LLC7,0417,141+1000.010.01-0.00buy
Smart Money Group LLC13,02313,092+690.180.17-0.01buy
Sage Capital Management, LLC16,83716,895+580.300.32+0.02buy
Ausdal Financial Partners, Inc.8,1978,239+420.030.03-0.01buy
Ellevest, Inc.9,2639,296+330.020.02+0.00buy
TSFG, LLC3,3733,400+270.030.03-0.00buy
ACORN FINANCIAL ADVISORY SERVICES INC /ADV14,45114,464+130.100.09-0.01buy
Silicon Valley Capital Partners1,1831,193+100.010.00-0.00buy
Kozak & Associates, Inc.950958+80.010.01-0.00buy
Cooper Financial Group41,75741,759+20.200.19-0.02buy
Valued Wealth Advisors LLC297298+10.010.01-0.00buy
Creekmur Asset Management LLC21-10.000.00-0.00sell
Hendershot Investments Inc.13,89613,888-80.070.07-0.00sell
IFM Investors Pty Ltd28,32528,268-570.010.01+0.00sell
Accurate Wealth Management, LLC7,5347,429-1050.060.05-0.01sell
Norinchukin Bank, The5,5365,413-1230.000.00-0.00sell
Kovack Advisors, Inc.11,61711,447-1700.050.04-0.00sell
Carmel Capital Partners, LLC22,49922,310-1890.330.34+0.01sell
AXXCESS WEALTH MANAGEMENT, LLC13,39513,189-2060.010.01-0.00sell
Capital Asset Advisory Services LLC13,39513,189-2060.020.02+0.00sell
FJ Capital Management LLC28,48528,189-2960.110.12+0.01sell
Castleview Partners, LLC9,0888,704-3840.200.17-0.02sell
Curi Capital, LLC22,85822,446-4120.020.02-0.00sell
Advisory Alpha, LLC7,2726,851-4210.010.01-0.00sell
SILVER OAK SECURITIES, INCORPORATED18,57918,037-5420.070.06-0.01sell
Belpointe Asset Management LLC6,6896,145-5440.020.01-0.00sell
Koshinski Asset Management, Inc.60,23959,542-6970.200.19-0.01sell
Waverly Advisors, LLC23,42122,715-7060.020.01-0.00sell
Accel Wealth Management33,93333,055-8780.480.47-0.01sell
BlueChip Wealth Advisors LLC18,44217,490-9520.360.36-0.00sell
M Holdings Securities, Inc.17,26016,260-1,0000.160.10-0.07sell
BECK CAPITAL MANAGEMENT, LLC10,7679,579-1,1880.110.10-0.01sell
Financial Partners Group, Inc25,79124,544-1,2470.140.13-0.01sell
BARLOW WEALTH PARTNERS, INC.7,3295,982-1,3470.030.03-0.01sell
O'Dell Group, LLC65,69664,142-1,5540.550.54-0.01sell
Apeiron RIA LLC14,84613,180-1,6660.160.14-0.02sell
First Heartland Consultants, Inc.10,6638,734-1,9290.040.03-0.01sell
Ignite Planners, LLC11,4869,315-2,1710.100.08-0.02sell
J.W. COLE ADVISORS, INC.68,75566,533-2,2220.110.10-0.01sell
CENTAURUS FINANCIAL, INC.136,258133,886-2,3720.330.31-0.02sell
EPG Wealth Management LLC18,91216,306-2,6060.180.16-0.02sell
Integrated Advisors Network LLC55,03852,182-2,8560.100.09-0.00sell
CALTON & ASSOCIATES, INC.37,23333,580-3,6530.540.56+0.02sell
McAdam, LLC149,413145,696-3,7170.320.30-0.02sell
JOURNEY STRATEGIC WEALTH LLC16,96612,966-4,0000.020.02-0.01sell
Global Wealth Management Investment Advisory, Inc.10,0406,023-4,0170.080.05-0.04sell
FIRST FOUNDATION ADVISORS63,68259,615-4,0670.090.08-0.01sell
CORNERCAP INVESTMENT COUNSEL INC12,0177,907-4,1100.130.10-0.04sell
Brookstone Capital Management46,01641,691-4,3250.030.02-0.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,108,7161,103,491-5,2250.010.01+0.00sell
Arete Wealth Advisors, LLC28,39222,928-5,4640.090.06-0.03sell
My Legacy Advisors, LLC53,46447,688-5,7760.800.66-0.14sell
DIVERSIFY WEALTH MANAGEMENT, LLC84,89678,219-6,6770.300.22-0.09sell
PRAXIS INVESTMENT MANAGEMENT INC13,7005,910-7,7900.030.01-0.02sell
KENNEDY CAPITAL MANAGEMENT LLC313,106303,729-9,3770.260.25-0.01sell
RMR Wealth Builders61,25349,593-11,6600.250.19-0.05sell
Prime Capital Investment Advisors, LLC162,865147,591-15,2740.090.08-0.01sell
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,474,1301,456,975-17,1550.640.65+0.01sell
TWINBEECH CAPITAL LP45,96820,597-25,3710.030.01-0.02sell
Ameritas Advisory Services, LLC109,56884,107-25,4610.180.11-0.07sell
Alyeska Investment Group, L.P.1,449,6921,417,185-32,5070.280.20-0.08sell
Holocene Advisors, LP84,82850,469-34,3590.010.01-0.01sell
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