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Phillips Edison & Company Class B

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kalos Management, Inc.
INCREASED
Shares845,319 from 803,333
Change+41,986 (+5%)
Value$27.6K (+$1.4K)
Filed 2022-02-03
Outlook Wealth Advisors, LLC
UNCHANGED
Shares113,123 from 113,123
Change0 (0%)
Value$3.7K (+$264)
Filed 2022-01-21
BOK Financial Private Wealth, Inc.
UNCHANGED
Shares63,459 from 63,459
Change0 (0%)
Value$2.0K (-$17)
Filed 2022-02-15
Vaughan David Investments LLC
INCREASED
Shares19,883 from 15,615
Change+4,268 (+27%)
Value$624 (+$130)
Filed 2022-02-10
Nicollet Investment Management, Inc.
UNCHANGED
Shares6,667 from 6,667
Change0 (0%)
Value$209 (-$2)
Filed 2022-02-09
IFP Advisors, Inc
UNCHANGED
Shares2,727 from 2,727
Change0 (0%)
Value$91 (+$34)
Filed 2022-01-12
Motco
NEW
Shares1,713
Change+1,713
Value$37
Filed 2022-02-08
Cassady Schiller Wealth Management, LLC
NEW
Shares1,333
Change+1,333
Value$42
Filed 2022-02-09
Ancora Advisors LLCA
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$4 ($0)
Filed 2022-02-14
JB Capital LLC
CLOSED
Shares0 from 13,855
Change-13,855 (-100%)
Value$0 (-$425)
Filed 2022-02-02
Fisher Asset Management, LLC
CLOSED
Shares0 from 9,326
Change-9,326 (-100%)
Value$0 (-$286)
Filed 2022-02-02
Status
Kalos Management, Inc.
INCREASED845,319803,333+41,986+5%$26.2K$27.6K+$1.4K2022-02-03
Outlook Wealth Advisors, LLC
UNCHANGED113,123113,12300%$3.5K$3.7K+$2642022-01-21
BOK Financial Private Wealth, Inc.
UNCHANGED63,45963,45900%$2.0K$2.0K-$172022-02-15
Vaughan David Investments LLC
INCREASED19,88315,615+4,268+27%$494$624+$1302022-02-10
Nicollet Investment Management, Inc.
UNCHANGED6,6676,66700%$211$209-$22022-02-09
IFP Advisors, Inc
UNCHANGED2,7272,72700%$57$91+$342022-01-12
Motco
NEW1,713—+1,713——$37—2022-02-08
Cassady Schiller Wealth Management, LLC
NEW1,333—+1,333——$42—2022-02-09
Ancora Advisors LLCA
UNCHANGED12512500%$4$4$02022-02-14
JB Capital LLC
CLOSED013,855-13,855-100%$425$0-$4252022-02-02
Fisher Asset Management, LLC
CLOSED09,326-9,326-100%$286$0-$2862022-02-02
Showing 11 of 11 institutions