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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
154+ 1.81% |
$5.27K - $6.24K
|
8.64K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
415+ 2.46% |
$14.2K - $16.8K
|
17.3K
$646K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.36KNew |
$183K - $217K
|
5.36K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
84+ 0.97% |
$2.88K - $3.41K
|
8.71K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
80+ 0.65% |
$2.74K - $3.24K
|
12.3K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.85K+ 3.86% |
$63.3K - $75K
|
49.8K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.21K- 42.05% |
$247K - $292K
|
9.93K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.09KNew |
$174K - $206K
|
5.09K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-316- 4.83% |
$10.8K - $12.8K
|
6.22K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.8K- 3.81% |
$199K - $235K
|
147K
$5.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-756- 8.61% |
$25.9K - $30.7K
|
8.03K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-134- 2.19% |
$4.59K - $5.43K
|
5.99K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-370- 22.49% |
$12.7K - $15K
|
1.28K
$47.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
1.5K+ 2.48% |
$51.4K - $60.8K
|
62K
$2.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
139+ 8.58% |
$4.76K - $5.64K
|
1.76K
$65.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-176- 1.79% |
$6.03K - $7.14K
|
9.66K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.3K+ 49.11% |
$2.27M - $2.69M
|
201K
$7.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-268- 8.11% |
$9.18K - $10.9K
|
3.04K
$113K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-512- 17.91% |
$17.5K - $20.8K
|
2.35K
$87.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
11.8K+ 8.27% |
$405K - $479K
|
155K
$5.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
160New |
$5.48K - $6.49K
|
160
$5.97K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.13% |
$35.5K - $42K
|
49.8K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
10.1K+ 414.44% |
$346K - $410K
|
12.5K
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 3.87% |
$2.36K - $2.8K
|
1.85K
$69.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.98KNew |
$170K - $202K
|
4.98K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.67KNew |
$194K - $230K
|
5.67K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.04KNew |
$309K - $366K
|
9.04K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
5.34KNew |
$183K - $216K
|
5.34K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 2.65% |
$1.71K - $2.03K
|
1.93K
$72.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-465- 6.55% |
$15.9K - $18.9K
|
6.63K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$137 - $162
|
8.41K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
739+ 32.31% |
$25.3K - $30K
|
3.03K
$113K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
120+ 1.71% |
$4.11K - $4.87K
|
7.15K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.2K+ 171.43% |
$41.1K - $48.7K
|
1.9K
$70.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-368- 6.27% |
$12.6K - $14.9K
|
5.5K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-123- 2.0% |
$4.21K - $4.99K
|
6.01K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$34.2 - $40.6
|
1
$37.3
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 1.37% |
$274 - $324
|
578
$21.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.26KNew |
$180K - $213K
|
5.26K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-416- 6.06% |
$14.2K - $16.9K
|
6.45K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
939+ 1.88% |
$32.2K - $38.1K
|
50.9K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-145- 8.63% |
$4.96K - $5.88K
|
1.54K
$57.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 1.0% |
$13K - $15.4K
|
38.4K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-90- 2.54% |
$3.08K - $3.65K
|
3.45K
$129K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5.11KNew |
$175K - $207K
|
5.11K
$190K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.5% |
$137 - $162
|
801
$29.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.81KNew |
$62.1K - $73.6K
|
1.81K
$67.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
735+ 92.69% |
$25.2K - $29.8K
|
1.53K
$57K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
11.9KNew |
$409K - $484K
|
11.9K
$445K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
5.58KNew |
$191K - $226K
|
5.58K
$208K
|