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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.59KNew |
$191K - $227K
|
5.59K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.28K+ 66.7% |
$249K - $295K
|
18.2K
$716K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
564+ 2.64% |
$19.3K - $22.9K
|
21.9K
$863K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
223New |
$7.64K - $9.04K
|
223
$8.78K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 11.05% |
$10.3K - $12.2K
|
2.41K
$95.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 2.15% |
$137 - $162
|
190
$7.48K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3K+ 13.92% |
$456K - $539K
|
109K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
362+ 3.52% |
$12.4K - $14.7K
|
10.6K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
73+ 1.01% |
$2.5K - $2.96K
|
7.33K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800+ 3.7% |
$27.4K - $32.4K
|
22.4K
$882K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-489- 4.71% |
$16.7K - $19.8K
|
9.9K
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.66KNew |
$194K - $230K
|
5.66K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.46KNew |
$187K - $221K
|
5.46K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4+ 0.04% |
$137 - $162
|
10.7K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 2.29% |
$20.3K - $24.1K
|
26.6K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-229- 3.82% |
$7.84K - $9.29K
|
5.76K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
154+ 1.81% |
$5.27K - $6.24K
|
8.64K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.36KNew |
$183K - $217K
|
5.36K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.09KNew |
$174K - $206K
|
5.09K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-316- 4.83% |
$10.8K - $12.8K
|
6.22K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-756- 8.61% |
$25.9K - $30.7K
|
8.03K
$316K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-370- 22.49% |
$12.7K - $15K
|
1.28K
$50.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
1.5K+ 2.48% |
$51.4K - $60.8K
|
62K
$2.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
139+ 8.58% |
$4.76K - $5.64K
|
1.76K
$69.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.3K+ 49.11% |
$2.27M - $2.69M
|
201K
$7.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-512- 17.91% |
$17.5K - $20.8K
|
2.35K
$92.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
11.8K+ 8.27% |
$405K - $479K
|
155K
$6.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
160New |
$5.48K - $6.49K
|
160
$6.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
10.1K+ 414.44% |
$346K - $410K
|
12.5K
$494K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.98KNew |
$170K - $202K
|
4.98K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.67KNew |
$194K - $230K
|
5.67K
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
5.34KNew |
$183K - $216K
|
5.34K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 2.65% |
$1.71K - $2.03K
|
1.93K
$76.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-465- 6.55% |
$15.9K - $18.9K
|
6.63K
$261K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$137 - $162
|
8.41K
$331K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
739+ 32.31% |
$25.3K - $30K
|
3.03K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
120+ 1.71% |
$4.11K - $4.87K
|
7.15K
$281K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.2K+ 171.43% |
$41.1K - $48.7K
|
1.9K
$74.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$34.2 - $40.6
|
1
$39.4
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 1.37% |
$274 - $324
|
578
$22.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 1.0% |
$13K - $15.4K
|
38.4K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-90- 2.54% |
$3.08K - $3.65K
|
3.45K
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
5.11KNew |
$175K - $207K
|
5.11K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.5% |
$137 - $162
|
801
$31.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.81KNew |
$62.1K - $73.6K
|
1.81K
$71.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-20- 10.58% |
$685 - $811
|
169
$6.66K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-32- 0.54% |
$1.1K - $1.3K
|
5.86K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.1K- 68.88% |
$382K - $452K
|
5.04K
$198K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-232- 1.21% |
$7.94K - $9.41K
|
19K
$747K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-318- 8.08% |
$10.9K - $12.9K
|
3.62K
$143K
|