Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Phillips Edison & Company, Inc (PHEC)  
$36.00 0.00 (0.00%) as of 4:30 Tue 1/4


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 355    2
Total shares held : 
 98,058,438  
% of shares held : 
 95.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 940,385  
% of shares held change : 
   0.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,962,385
 3.02%
 
Increased Positions :
114
 3,291,995
 3.36%
 
Unchanged Positions :
89
 1,240,323
 1.26%
 
Decreased Positions :
120
-4,051,565
-4.13%
 
Closed Positions :
30
-1,262,430
-1.29%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLINGTON MANAGEMENT CO LLP 334 - 2024-03-31 7,556,384 $271,047,000 -527,238
   FMR LLC 1004 - 2024-03-31 3,142,088 $112,707,000 -1,120,452
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 367 - 2024-03-31 3,061,754 $109,825,000 -25,460
   MACQUARIE GROUP LTD 391 - 2024-03-31 1,579,472 $56,655,000 -40,187
   NORTHERN TRUST CORP 969 - 2024-03-31 1,441,552 $51,708,000 -104,222
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 691 - 2024-03-31 758,492 $27,207,000 -45,592
   JANUS HENDERSON GROUP PLC 506 - 2024-03-31 758,406 $27,203,000 -2,685
   J P MORGAN CHASE & CO 1565 - 2024-03-31 659,542 $23,658,000 -214,813
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 268 - 2024-03-31 522,272 $18,734,000 -16,568
   INVESCO LTD 1638 - 2024-03-31 370,778 $13,300,000 -44,497
   FINANCIAL NETWORK 313 - 2024-03-31 356,377 $12,783,000 -33,404
   AMERIPRISE FINANCIAL INC 1555 - 2024-03-31 355,419 $12,749,000 -6,069
   Advisor Group Holdings Inc. 597 - 2024-03-31 335,126 $12,021,000 -11,928
   ALLIANCEBERNSTEIN L.P. 1078 - 2024-03-31 322,794 $11,579,000 -156,730
   LPL FINANCIAL CORP 1242 - 2024-03-31 319,769 $11,470,000 -53,599
   Prime Capital Investment Advisors LLC 165 - 2024-03-31 186,398 $6,686,000 -11,195
   GOLDMAN SACHS GROUP INC/ 2372 - 2024-03-31 178,015 $6,385,000 -175,682
   COLONY GROUP LLC 194 - 2023-09-30 186,135 $6,243,000 -11,681
   McAdam LLC 40 - 2024-03-31 170,843 $6,128,000 -5,933
   BARCLAYS PLC 1350 - 2024-03-31 141,040 $5,060,000 -70,132
   WESTWOOD HOLDINGS GROUP INC 249 - 2024-03-31 139,500 $5,004,000 -16,500
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 817 - 2024-03-31 135,908 $4,875,000 -3,035
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 676 - 2024-03-31 131,127 $4,704,000 -10,045
   FIRST TRUST ADVISORS LP 1348 - 2024-03-31 125,925 $4,517,000 -67,990
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 989 - 2024-03-31 119,674 $4,293,000 -4,346
   MERCER GLOBAL ADVISORS INC /ADV 525 - 2024-03-31 111,757 $4,009,000 -4,511
   Standard Life Aberdeen plc 708 - 2024-03-31 103,190 $3,701,000 -484
   FirstPurpose Wealth LLC 14 - 2024-03-31 107,582 $3,562,000 -12,757
   D E SHAW & CO INC 1340 - 2024-03-31 97,057 $3,481,000 -38,940
   Susquehanna Portfolio Strategies LLC 265 - 2024-03-31 90,767 $3,256,000 -10,449
   RMR Wealth Builders 39 - 2024-03-31 82,679 $2,974,000 -4,469
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 100 - 2024-03-31 77,312 $2,773,000 -10,072
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 796 - 2024-03-31 72,388 $2,597,000 -4,084
   J.W. COLE ADVISORS INC. 172 - 2024-03-31 70,871 $2,542,000 -1,544
   Atria Wealth Solutions Inc. 558 - 2024-03-31 70,600 $2,538,000 -618
   VICTORY CAPITAL MANAGEMENT INC 1373 - 2024-03-31 67,658 $2,427,000 -34,047
   My Legacy Advisors LLC 26 - 2023-12-31 67,991 $2,417,000 -3,400
   AMUNDI 1056 - 2024-03-31 73,629 $2,386,000 -1,232
   ODell Group LLC 21 - 2024-03-31 66,427 $2,383,000 -2,073
   ROYAL BANK OF CANADA 2441 - 2024-03-31 61,705 $2,214,000 -39,414
   MetLife Investment Advisors LLC 912 - 2024-03-31 61,551 $2,208,000 -517
   Integrated Advisors Network LLC 199 - 2024-03-31 61,523 $2,207,000 -1,886
   Mutual Advisors LLC 253 - 2024-03-31 59,766 $2,144,000 -520
   Koshinski Asset Management Inc. 105 - 2024-03-31 58,621 $2,103,000 -54,686
   Barber Financial Group Inc. 31 - 2023-03-31 63,782 $2,081,000 -2,682
   State of Tennessee Treasury Department 844 - 2024-03-31 57,951 $2,079,000 -6,990
   Goss Wealth Management LLC 683 - 2024-03-31 55,624 $1,995,000 -1,486
   YOUSIF CAPITAL MANAGEMENT LLC 807 - 2024-03-31 55,327 $1,985,000 -4,176
   Stratos Wealth Partners LTD. 442 - 2024-03-31 53,047 $1,903,000 -1,739
   Brookstone Capital Management 360 - 2024-03-31 51,914 $1,862,000 -2,465
   CREATIVE PLANNING 997 - 2024-03-31 51,056 $1,831,000 -4,111
   COMERICA BANK 1215 - 2024-03-31 50,860 $1,824,000 -4,152
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 812 - 2024-03-31 47,326 $1,698,000 -1,150
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1287 - 2024-03-31 54,134 $1,685,000 -2,728
   Kalos Management Inc. 9 - 2023-06-30 44,261 $1,508,000 -936
   ING INVESTMENT MANAGEMENT LLC 1312 - 2024-03-31 42,026 $1,507,000 -8,516
   Arkadios Wealth Advisors 176 - 2024-03-31 42,010 $1,507,000 -8,550
   Calton & Associates Inc. 32 - 2024-03-31 39,865 $1,430,000 -8,425
   AMALGAMATED BANK 964 - 2024-03-31 38,001 $1,363,000 -7,739
   Spire Wealth Management 322 - 2024-03-31 35,510 $1,274,000 -2,277
   JANE STREET GROUP LLC 2816 - 2024-03-31 34,477 $1,237,000 -35,067
   Resources Investment Advisors Inc. 449 - 2024-03-31 34,026 $1,221,000 -5,236
   AE Wealth Management LLC 610 - 2024-03-31 33,403 $1,198,000 -278,959
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 741 - 2024-03-31 32,662 $1,172,000 -2,300
   Cresset Asset Management LLC 946 - 2024-03-31 28,540 $1,027,000 -4,486
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2038 - 2024-03-31 28,259 $1,014,000 -24
   PICTET ASSET MANAGEMENT SA 986 - 2023-06-30 29,591 $1,008,000 -4,340
   Coppell Advisory Solutions LLC 116 - 2023-12-31 25,243 $921,000 -5,317
   TEACHER RETIREMENT SYSTEM OF TEXAS 1043 - 2024-03-31 24,635 $884,000 -12,432
   RAYMOND JAMES & ASSOCIATES 2666 - 2024-03-31 24,062 $863,000 -1,001
   Lakeridge Wealth Management LLC 35 - 2024-03-31 23,480 $842,000 -493
   HARBOUR INVESTMENTS INC. 404 - 2023-12-31 22,804 $832,000 -1,321
   Cetera Investment Advisers 980 - 2024-03-31 22,553 $809,000 -320,633
   STRS OHIO 1006 - 2024-03-31 21,500 $771,000 -2,600
   Fairway Wealth LLC 30 - 2024-03-31 21,432 $769,000 -6,420
   Sound Income Strategies LLC 136 - 2024-03-31 21,288 $764,000 -11,917
   Kovack Advisors Inc. 183 - 2024-03-31 21,235 $762,000 -2,299
   EPG Wealth Management LLC 140 - 2024-03-31 20,814 $747,000 -858
   Catalina Capital Group LLC 68 - 2024-03-31 20,684 $742,000 -22
   Beacon Capital Management LLC 36 - 2024-03-31 20,057 $719,000 -2,675
   Apeiron RIA LLC 88 - 2024-03-31 18,934 $679,000 -1,552
   Johnson Midwest Financial LLC 12 - 2023-09-30 19,668 $660,000 -833
   M HOLDINGS SECURITIES, INC. 103 - 2024-03-31 18,296 $656,000 -30
   Coppell Advisory Solutions Corp. 143 - 2024-03-31 16,915 $607,000 -16,328
   Geneos Wealth Management Inc. 459 - 2024-03-31 16,220 $582,000 -64,791
   VIRGINIA RETIREMENT SYSTEMS ET AL 683 - 2023-09-30 15,700 $527,000 -16,800
   AXXCESS WEALTH MANAGEMENT LLC 526 - 2024-03-31 14,228 $510,000 -1,055
   HENDERSHOT INVESTMENTS INC. 85 - 2024-03-31 14,031 $503,000 -28
   Advisory Resource Group 115 - 2024-03-31 13,516 $485,000 -11,740
   Entropy Technologies LP 459 - 2024-03-31 13,182 $473,000 -1,090
   Ignite Planners LLC 165 - 2024-03-31 13,064 $458,000 -1,054
   Independent Advisor Alliance 475 - 2024-03-31 12,649 $454,000 -1,116
   COLONY GROUP, LLC 742 - 2024-03-31 12,599 $452,000 -164,515
   Aurum Wealth Management Group LLC 207 - 2024-03-31 12,544 $450,000 -2,798
   FORA Capital LLC 349 - 2024-03-31 11,711 $420,000 -8,161
   First Financial Bankshares Inc 143 - 2024-03-31 11,500 $413,000 -2,017
   BANCORPSOUTH BANK 242 - 2024-03-31 11,489 $412,000 -1,906
   Laurel Wealth Advisors Inc. 411 - 2022-12-31 12,756 $406,000 -151
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1656 - 2024-03-31 11,900 $388,000 -21,790
   M&T BANK CORP 1228 - 2024-03-31 10,704 $384,000 -47
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us