Latest Institutional Transactions on Exelon Corp (EXC)
This table provides information on the latest institutional transactions involving Exelon Corp (EXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-529- 3.72% |
$19.2K - $21.7K
|
13.7K
$537K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.9K- 2.04% |
$177K - $201K
|
235K
$9.22M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.37% |
$1.81K - $2.05K
|
13.6K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-585- 1.62% |
$21.2K - $24K
|
35.5K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-113- 1.52% |
$4.09K - $4.63K
|
7.31K
$287K
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.74MNew |
$99.4M - $112M
|
2.74M
$108M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
12.5K+ 4.0% |
$454K - $513K
|
326K
$12.8M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
84+ 1.0% |
$3.04K - $3.44K
|
8.52K
$334K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30+ 1.19% |
$1.09K - $1.23K
|
2.55K
$100K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
893New |
$32.3K - $36.6K
|
893
$35K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.43K- 6.56% |
$160K - $181K
|
63K
$2.47M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
21New |
$761 - $860
|
21
$824
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.87K+ 19.95% |
$285K - $323K
|
47.3K
$1.86M
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-61.3K- 24.71% |
$2.22M - $2.51M
|
187K
$7.33M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.29KNew |
$228K - $258K
|
6.29K
$247K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$724 - $819
|
20
$784
|
|
Jan 22, 2025
Q4 2024
|
Maple Brown Abbott LTD
|
SELL
|
- |
-23.5K- 1.01% |
$850K - $962K
|
2.31M
$90.5M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
305+ 2.37% |
$11K - $12.5K
|
13.2K
$516K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
181K+ 122.48% |
$6.57M - $7.43M
|
329K
$12.9M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.3KNew |
$409K - $463K
|
11.3K
$443K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
322+ 2.99% |
$11.7K - $13.2K
|
11.1K
$435K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.5K- 62.74% |
$454K - $513K
|
7.44K
$292K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-69- 3.72% |
$2.5K - $2.83K
|
1.79K
$70K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
45.4K+ 36.72% |
$1.64M - $1.86M
|
169K
$6.62M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-43- 0.47% |
$1.56K - $1.76K
|
9.11K
$357K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.9K- 99.9% |
$758K - $858K
|
20
$784
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 23.08% |
$543 - $615
|
80
$3.14K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-703- 9.33% |
$25.5K - $28.8K
|
6.83K
$268K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
60.4KNew |
$2.19M - $2.47M
|
60.4K
$2.37M
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.61% |
$1.49K - $1.68K
|
6.77K
$265K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
194+ 1.6% |
$7.03K - $7.95K
|
12.3K
$482K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 42.7% |
$160K - $181K
|
14.8K
$580K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9.19K- 92.59% |
$333K - $377K
|
736
$28.9K
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
280K+ 20.81% |
$10.1M - $11.5M
|
1.62M
$63.7M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181New |
$6.56K - $7.42K
|
181
$7.1K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
6KNew |
$217K - $246K
|
6K
$235K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 3.96% |
$290 - $328
|
194
$7.61K
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$398K - $451K
|
11K
$431K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4KNew |
$145K - $164K
|
4K
$157K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 90.51% |
$4.49K - $5.08K
|
261
$10.2K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
938+ 10.38% |
$34K - $38.4K
|
9.97K
$391K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53+ 2.58% |
$1.92K - $2.17K
|
2.11K
$82.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52- 1.29% |
$1.88K - $2.13K
|
3.98K
$156K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
5.53KNew |
$200K - $227K
|
5.53K
$217K
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.84% |
$2.64K - $2.99K
|
8.78K
$344K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.86K- 6.73% |
$357K - $404K
|
137K
$5.36M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 29.55% |
$471 - $533
|
31
$1.22K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.88% |
$72.4 - $81.9
|
229
$8.98K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.63KNew |
$240K - $271K
|
6.63K
$260K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.32K+ 4.67% |
$84.2K - $95.2K
|
52.1K
$2.04M
|