|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Phillips Edison & Company, Inc (PHEC) |
|
|
$36.00 0.00 (0.00%) as of 4:30 Tue 1/4
|
|
Download |
|
| |
Institutional
Holders
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:
|
|
|
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%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  B&I Capital AG |
18 |
- |
2024-03-31 |
222,795 |
$7,992,000 |
0 |
|
| WESTWOOD HOLDINGS GROUP INC |
243 |
- |
2023-12-31 |
156,000 |
$5,691,000 |
0 |
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK |
405 |
- |
2023-12-31 |
102,229 |
$3,729,000 |
0 |
|
| MetLife Investment Advisors LLC |
898 |
- |
2023-12-31 |
62,068 |
$2,264,000 |
0 |
|
| NEW YORK STATE COMMON RETIREMENT FUND |
1480 |
- |
2024-03-31 |
47,500 |
$1,704,000 |
0 |
|
| Outlook Wealth Advisors LLC |
44 |
- |
2024-03-31 |
41,766 |
$1,498,000 |
0 |
|
| Well Done LLC |
57 |
- |
2024-03-31 |
36,729 |
$1,317,000 |
0 |
|
| UniSuper Management Pty Ltd |
250 |
- |
2023-12-31 |
33,400 |
$1,218,000 |
0 |
|
| Handelsbanken Fonder AB |
751 |
- |
2023-12-31 |
31,100 |
$1,135,000 |
0 |
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
1282 |
- |
2024-03-31 |
31,000 |
$1,112,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1455 |
- |
2024-03-31 |
30,648 |
$1,099,000 |
0 |
|
| InterOcean Capital Group LLC |
191 |
- |
2023-12-31 |
28,322 |
$1,033,000 |
0 |
|
| DEKABANK DEUTSCHE GIROZENTRALE |
877 |
- |
2024-03-31 |
28,240 |
$1,001,000 |
0 |
|
| Financial Partners Group Inc |
66 |
- |
2024-03-31 |
25,791 |
$925,000 |
0 |
|
| CORNERCAP INVESTMENT COUNSEL INC |
298 |
- |
2024-03-31 |
23,593 |
$846,000 |
0 |
|
| Carmel Capital Partners LLC |
60 |
- |
2024-03-31 |
22,499 |
$807,000 |
0 |
|
| STATE BANK & TRUST |
111 |
- |
2024-03-31 |
22,095 |
$793,000 |
0 |
|
| EWG Elevate Inc. |
73 |
- |
2024-03-31 |
21,001 |
$753,000 |
0 |
|
| VAUGHAN DAVID INVESTMENTS INC/IL |
136 |
- |
2023-12-31 |
19,882 |
$725,000 |
0 |
|
| SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD |
646 |
- |
2024-03-31 |
19,743 |
$708,000 |
0 |
|
| Fiduciary Alliance LLC |
106 |
- |
2024-03-31 |
19,816 |
$695,000 |
0 |
|
| VAN CLEEF ASSET MANAGEMENT,INC |
69 |
- |
2024-03-31 |
18,849 |
$676,000 |
0 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
98 |
- |
2024-03-31 |
15,437 |
$554,000 |
0 |
|
| MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE |
404 |
- |
2024-03-31 |
13,700 |
$491,000 |
0 |
|
| BANCORPSOUTH BANK |
223 |
- |
2023-12-31 |
13,395 |
$489,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
71 |
- |
2023-12-31 |
12,478 |
$455,000 |
0 |
|
| BlueChip Wealth Advisors LLC |
77 |
- |
2024-03-31 |
11,102 |
$398,000 |
0 |
|
| PROEQUITIES INC. |
493 |
- |
2024-03-31 |
10,874 |
$391,000 |
0 |
|
| CLARK CAPITAL MANAGEMENT GROUP INC |
330 |
- |
2023-12-31 |
10,456 |
$381,000 |
0 |
|
| BANK OF THE WEST |
184 |
- |
2022-12-31 |
11,442 |
$364,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
316 |
- |
2023-12-31 |
9,777 |
$357,000 |
0 |
|
| FIRST HEARTLAND CONSULTANTS INC |
305 |
- |
2024-03-31 |
9,843 |
$353,000 |
0 |
|
| Alpha Omega Group Inc. |
12 |
- |
2024-03-31 |
9,681 |
$347,000 |
0 |
|
| PINNACLE FINANCIAL PARTNERS INC |
366 |
- |
2024-03-31 |
9,267 |
$332,000 |
0 |
|
| PITTENGER & ANDERSON INC |
209 |
- |
2024-03-31 |
8,372 |
$300,000 |
0 |
|
| Peak Asset Management LLC |
124 |
- |
2024-03-31 |
8,214 |
$295,000 |
0 |
|
| GERMAN AMERICAN BANCORP INC. |
99 |
- |
2023-12-31 |
8,052 |
$294,000 |
0 |
|
| Truadvice LLC |
176 |
- |
2023-09-30 |
8,575 |
$288,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1304 |
- |
2024-03-31 |
7,205 |
$258,000 |
0 |
|
| Global Wealth Management Investment Advisory Inc. |
128 |
- |
2024-03-31 |
7,014 |
$252,000 |
0 |
|
| Accurate Wealth Management LLC |
244 |
- |
2024-03-31 |
7,534 |
$249,000 |
0 |
|
| MONOGRAPH WEALTH ADVISORS LLC |
96 |
- |
2023-12-31 |
6,638 |
$243,000 |
0 |
|
| Belpointe Asset Management LLC |
681 |
- |
2024-03-31 |
6,689 |
$240,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
1139 |
- |
2024-03-31 |
6,564 |
$235,000 |
0 |
|
| Bremer Bank National Association |
178 |
- |
2024-03-31 |
6,451 |
$231,000 |
0 |
|
| Three Bridge Wealth Advisors LLC |
86 |
- |
2023-12-31 |
6,231 |
$228,000 |
0 |
|
| Allen Capital Group LLC |
193 |
- |
2024-03-31 |
6,334 |
$227,000 |
0 |
|
| GW HENSSLER & ASSOCIATES LTD |
153 |
- |
2024-03-31 |
6,008 |
$216,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1624 |
- |
2023-09-30 |
6,115 |
$205,000 |
0 |
|
| Coastal Investment Advisors Inc. |
400 |
- |
2024-03-31 |
5,709 |
$205,000 |
0 |
|
| RE Dickinson Investment Advisors LLC |
47 |
- |
2024-03-31 |
5,079 |
$182,000 |
0 |
|
| HHM Wealth Advisors LLC |
183 |
- |
2023-12-31 |
3,655 |
$133,000 |
0 |
|
| Advantage Trust Co |
62 |
- |
2024-03-31 |
3,386 |
$121,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
61 |
- |
2024-03-31 |
3,070 |
$110,000 |
0 |
|
| Global Retirement Partners LLC |
1108 |
- |
2024-03-31 |
2,574 |
$92,000 |
0 |
|
| SYNTAX RESEARCH INC. |
70 |
- |
2024-03-31 |
2,527 |
$91,000 |
0 |
|
| WHITTIER TRUST CO |
807 |
- |
2024-03-31 |
2,500 |
$90,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1853 |
- |
2023-12-31 |
1,815 |
$66,000 |
0 |
|
| Venturi Wealth Management LLC |
495 |
- |
2024-03-31 |
1,473 |
$53,000 |
0 |
|
| IFP Advisors Inc |
1534 |
- |
2023-12-31 |
1,317 |
$48,000 |
0 |
|
| Prestige Wealth Management Group LLC |
260 |
- |
2024-03-31 |
1,333 |
$48,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
490 |
- |
2024-03-31 |
1,263 |
$45,000 |
0 |
|
| SMITHFIELD TRUST CO |
584 |
- |
2024-03-31 |
1,249 |
$45,000 |
0 |
|
| AdvisorNet Financial Inc |
852 |
- |
2024-03-31 |
1,193 |
$43,000 |
0 |
|
| Archer Investment Corp |
417 |
- |
2024-03-31 |
1,114 |
$40,000 |
0 |
|
| Tradewinds Capital Management LLC |
184 |
- |
2024-03-31 |
1,000 |
$36,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
478 |
- |
2023-12-31 |
997 |
$36,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
858 |
- |
2024-03-31 |
1,000 |
$36,000 |
0 |
|
| Hexagon Capital Partners LLC |
507 |
- |
2024-03-31 |
967 |
$35,000 |
0 |
|
| FWL INVESTMENT MANAGEMENT LLC |
109 |
- |
2023-12-31 |
900 |
$33,000 |
0 |
|
| Hartland & Co. LLC |
847 |
- |
2023-12-31 |
881 |
$32,000 |
0 |
|
| Capital Analysts Inc. |
739 |
- |
2023-12-31 |
802 |
$29,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
478 |
- |
2024-03-31 |
777 |
$28,000 |
0 |
|
| WFA of San Diego LLC |
217 |
- |
2023-09-30 |
816 |
$27,000 |
0 |
|
| Jackson Grant Investment Advisers Inc. |
210 |
- |
2024-03-31 |
716 |
$26,000 |
0 |
|
| FinTrust Capital Advisors LLC |
677 |
- |
2024-03-31 |
680 |
$24,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1081 |
- |
2023-12-31 |
624 |
$23,000 |
0 |
|
| Semmax Financial Advisors Inc. |
179 |
- |
2023-12-31 |
628 |
$22,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2193 |
- |
2024-03-31 |
357 |
$13,000 |
0 |
|
| SOA Wealth Advisors LLC. |
509 |
- |
2024-03-31 |
332 |
$12,000 |
0 |
|
| Covestor Ltd |
1559 |
- |
2024-03-31 |
267 |
$10,000 |
0 |
|
| Versant Capital Management Inc |
816 |
- |
2024-03-31 |
255 |
$9,000 |
0 |
|
| SITTNER & NELSON LLC |
424 |
- |
2024-03-31 |
70 |
$3,000 |
0 |
|
| Private Wealth Management Group LLC |
1089 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| Bell Investment Advisors Inc |
1766 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
1757 |
- |
2024-03-31 |
11 |
$0 |
0 |
|
| HUNTINGTON NATIONAL BANK |
3199 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
87 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
