Atria Wealth Solutions, Inc. - PHILLIPS EDISON & CO INC ownership

PHILLIPS EDISON & CO INC's ticker is and the CUSIP is 71844V201. A total of 342 filers reported holding PHILLIPS EDISON & CO INC in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of PHILLIPS EDISON & CO INC
ValueSharesWeighting
Q3 2023$2,114,399
-11.2%
62,891
-9.8%
0.03%
-6.2%
Q2 2023$2,381,105
+8.0%
69,730
+3.4%
0.03%
-3.0%
Q1 2023$2,204,669
+2.2%
67,449
-0.3%
0.03%
-5.7%
Q4 2022$2,157,779
+11.5%
67,629
-1.8%
0.04%
+6.1%
Q3 2022$1,935,979
-23.3%
68,868
-8.7%
0.03%
-29.8%
Q2 2022$2,525,000
+34.7%
75,437
+38.6%
0.05%
+51.6%
Q1 2022$1,875,00054,4470.03%
Other shareholders
PHILLIPS EDISON & CO INC shareholders Q1 2023
NameSharesValueWeighting ↓
B&I Capital AG 215,495$7,227,7022.62%
FirstPurpose Wealth LLC 128,174$4,298,9561.86%
Johnson Midwest Financial, LLC 19,668$659,6651.48%
My Legacy Advisors, LLC 71,391$2,438,0180.99%
CALTON & ASSOCIATES, INC. 16,955$568,6710.83%
O'Dell Group, LLC 79,919$2,680,4950.82%
Alpha Omega Group, Inc. 9,681$324,7010.62%
Accel Wealth Management 31,799$1,066,5480.59%
Outlook Wealth Advisors, LLC 41,766$1,400,8320.54%
Greenland Capital Management LP 160,000$5,366,4000.52%
View complete list of PHILLIPS EDISON & CO INC shareholders