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My Recent Searches
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Phillips Edison & Company, Inc (PHEC) |
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$36.00 0.00 (0.00%) as of 4:30 Tue 1/4
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Download |
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Institutional
Holders
Total
Institutions:
 |
355  2 |
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|
Total
shares held :
|
98,058,438 |
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% of shares
held :
|
95.14% |
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| Changes In:
|
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|
New/increased
positions vs
old/decreased
positions :
|
 -4 |
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|
Amount
of shares held :
|
940,385 |
|
|
% of shares
held change :
|
0.91% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
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New
Positions : |
32
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2,962,385
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3.02%
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Increased
Positions : |
114
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3,291,995
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3.36%
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|
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Unchanged
Positions : |
89
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1,240,323
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1.26%
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Decreased
Positions : |
120
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-4,051,565
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-4.13%
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Closed
Positions : |
30
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-1,262,430
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-1.29%
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Guru
Positions : |
1
|
0
|
0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BAKER TILLY FINANCIAL LLC |
415 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,087 |
|
| Vestcor Investment Management Corp |
1228 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,665 |
|
| FORWARD MANAGEMENT LLC |
6 |
*Closed |
2022-12-31 |
0 |
$0 |
-80,000 |
|
| Glassman Wealth Services |
906 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,293 |
|
| Claraphi Advisory Network LLC |
179 |
*Closed |
2022-12-31 |
0 |
$0 |
-9,676 |
|
| Pinnacle Bank |
823 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,111 |
|
| RETIREMENT FINANCIAL SOLUTIONS LLC |
44 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,547 |
|
| Greenland Capital Management LP |
269 |
*Closed |
2024-03-31 |
0 |
$0 |
-35,100 |
|
| Private Advisor Group LLC |
2329 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,242 |
|
| BESSEMER GROUP INC |
2197 |
*Closed |
2023-12-31 |
0 |
$0 |
-92 |
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| LAIRD NORTON TYEE TRUST CO |
128 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,800 |
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| MDAM ASSET MANAGEMENT CO., LTD. |
589 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,871 |
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| GRAHAM CAPITAL MANAGEMENT LP |
1114 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,665 |
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| Demars Financial Group LLC |
77 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,572 |
|
| Y-Intercept (Hong Kong) Ltd |
1450 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,659 |
|
| Vident Investment Advisory LLC |
603 |
*Closed |
2023-09-30 |
0 |
$0 |
-33,311 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
976 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,161 |
|
| Atomi Financial Group Inc. |
748 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,508 |
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| HRT FINANCIAL LLC |
2730 |
*Closed |
2023-12-31 |
0 |
$0 |
-55,124 |
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| GRADIENT INVESTMENTS LLC |
1739 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,056 |
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| Jump Financial LLC |
2101 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,789 |
|
| Foresight Wealth Management LLC |
103 |
*Closed |
2022-12-31 |
0 |
$0 |
-10,977 |
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| EVERCORE WEALTH MANAGEMENT, LLC |
436 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,000 |
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| Lindbrook Capital LLC |
2740 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| Migdal Insurance & Financial Holdings Ltd. |
497 |
*Closed |
2024-03-31 |
0 |
$0 |
-900 |
|
| T. Rowe Price Investment Management Inc. |
616 |
*Closed |
2023-12-31 |
0 |
$0 |
-483,743 |
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| Annapolis Financial Services LLC |
455 |
*Closed |
2024-03-31 |
0 |
$0 |
-591 |
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| Empower Advisory Group LLC |
509 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,344 |
|
| MAGNETAR FINANCIAL LLC |
525 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,111 |
|
| B.O.S.S. Retirement Advisors LLC |
212 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,139 |
|
| Triumph Capital Management |
244 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,789 |
|
| Gladstone Institutional Advisory LLC |
691 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,156 |
|
| Soltis Investment Advisors LLC |
312 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,340 |
|
| SALEM INVESTMENT COUNSELORS INC |
1210 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,850 |
|
| ORRSTOWN FINANCIAL SERVICES INC |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,383 |
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| SCBT FINANCIAL CORP |
736 |
*Closed |
2024-03-31 |
0 |
$0 |
-72 |
|
| Beacon Capital Management Inc. |
64 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,015 |
|
| STIFEL FINANCIAL CORP |
3429 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,929 |
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| DARK FOREST CAPITAL MANAGEMENT LP |
828 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,469 |
|
| SageView Advisory Group LLC |
828 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,813 |
|
| Pictet & Cie (Europe) SA |
283 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,281 |
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41 Records found
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1
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