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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.16K- 39.49% |
$176K - $197K
|
6.38K
$277K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 52.17% |
$1.01K - $1.14K
|
22
$955
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-920- 0.66% |
$38.8K - $43.6K
|
137K
$5.97M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-34- 46.58% |
$1.43K - $1.61K
|
39
$1.69K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.99K+ 22.77% |
$83.8K - $94.1K
|
10.7K
$465K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-196- 75.38% |
$8.27K - $9.28K
|
64
$2.78K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
579+ 13.28% |
$24.4K - $27.4K
|
4.94K
$215K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.1K- 31.7% |
$342K - $384K
|
17.5K
$758K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.12K- 6.36% |
$47.2K - $53K
|
16.5K
$715K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-206- 2.03% |
$8.69K - $9.76K
|
9.93K
$431K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.36KNew |
$226K - $254K
|
5.36K
$233K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.93K+ 0.53% |
$81.3K - $91.3K
|
364K
$15.8M
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
522+ 5.03% |
$22K - $24.7K
|
10.9K
$473K
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-200- 3.17% |
$8.44K - $9.47K
|
6.1K
$265K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
65+ 0.39% |
$2.74K - $3.08K
|
16.5K
$718K
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$84.4 - $94.7
|
11.9K
$519K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.66K+ 49.39% |
$112K - $126K
|
8.03K
$349K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.22K+ 9.93% |
$93.7K - $105K
|
24.6K
$1.07M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-14- 0.11% |
$591 - $663
|
12.3K
$534K
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.31K+ 1.26% |
$55.1K - $61.9K
|
105K
$4.55M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 64.46% |
$790K - $887K
|
47.8K
$2.08M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105+ 700.0% |
$4.43K - $4.97K
|
120
$5.21K
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-121- 1.69% |
$5.11K - $5.73K
|
7.03K
$305K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.92K+ 43.61% |
$81.2K - $91.1K
|
6.33K
$275K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
632+ 2.56% |
$26.7K - $29.9K
|
25.3K
$1.1M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
653+ 3.31% |
$27.6K - $30.9K
|
20.4K
$886K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-69- 1.4% |
$2.91K - $3.27K
|
4.85K
$211K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-478- 8.4% |
$20.2K - $22.6K
|
5.21K
$226K
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-250- 2.98% |
$10.6K - $11.8K
|
8.14K
$353K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.23K+ 297.06% |
$136K - $153K
|
4.32K
$188K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
271+ 3.44% |
$11.4K - $12.8K
|
8.15K
$354K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55+ 0.76% |
$2.32K - $2.61K
|
7.3K
$317K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-261- 36.86% |
$11K - $12.4K
|
447
$19.4K
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.5KNew |
$274K - $308K
|
6.5K
$282K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.71KNew |
$283K - $318K
|
6.71K
$292K
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
5.45K+ 0.38% |
$230K - $258K
|
1.44M
$62.7M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-519- 9.0% |
$21.9K - $24.6K
|
5.25K
$228K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.14K+ 2.71% |
$48.1K - $54K
|
43.2K
$1.87M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
558K+ 310.64% |
$23.6M - $26.5M
|
738K
$32.1M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
214+ 2.45% |
$9.03K - $10.1K
|
8.94K
$388K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
887+ 36.07% |
$37.4K - $42K
|
3.35K
$145K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
95+ 1.59% |
$4.01K - $4.5K
|
6.08K
$264K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
5.65K+ 1.69% |
$239K - $268K
|
341K
$14.8M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-973- 6.96% |
$41.1K - $46.1K
|
13K
$565K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
199New |
$8.4K - $9.43K
|
199
$8.64K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-867- 4.1% |
$36.6K - $41.1K
|
20.3K
$881K
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.47K+ 1.1% |
$62.2K - $69.8K
|
135K
$5.87M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.6K+ 24.27% |
$67.5K - $75.8K
|
8.19K
$356K
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-142- 3.91% |
$5.99K - $6.73K
|
3.49K
$152K
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
124K+ 4.45% |
$5.22M - $5.86M
|
2.9M
$126M
|