CreativeOne Wealth, LLC - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 300 filers reported holding PHILLIPS EDISON & CO INC in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$301
-66.5%
8,975
-66.2%
0.02%0.0%
Q2 2023$898
+137.6%
26,557
+129.4%
0.02%
+15.8%
Q1 2023$378
+0.3%
11,577
-2.2%
0.02%
-9.5%
Q4 2022$377
-99.9%
11,836
-11.6%
0.02%
-8.7%
Q3 2022$375,000
-26.0%
13,383
-11.8%
0.02%
-14.8%
Q2 2022$507,000
+6.5%
15,172
+9.7%
0.03%
+8.0%
Q1 2022$476,00013,8340.02%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2022
NameSharesValueWeighting ↓
B&I Capital AG 444,515$12,469,0004.92%
Kalos Management, Inc. 47,301$1,399,0003.45%
FirstPurpose Wealth LLC 154,560$4,335,0002.86%
Johnson Midwest Financial, LLC 20,501$575,0002.20%
ACG Wealth 329,486$9,242,0002.11%
FIRST FOUNDATION ADVISORS 1,260,163$35,348,0001.73%
BECK CAPITAL MANAGEMENT, LLC 141,506$3,969,0001.70%
Simplicity Wealth,LLC 37,882$1,063,0001.43%
RMR Wealth Builders 177,424$4,994,0001.22%
My Legacy Advisors, LLC 82,286$2,325,0001.17%
View complete list of PHILLIPS EDISON & CO INC shareholders