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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-33- 0.61% |
$1.23K - $1.52K
|
5.36K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-118- 2.27% |
$4.4K - $5.44K
|
5.09K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$821 - $1.01K
|
5.94K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
5.36KNew |
$200K - $247K
|
5.36K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
14.1KNew |
$526K - $649K
|
14.1K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$821 - $1.01K
|
22
$945
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.28K+ 20.47% |
$159K - $197K
|
25.2K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
189+ 18.0% |
$7.05K - $8.71K
|
1.24K
$53.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.43KNew |
$165K - $204K
|
4.43K
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.72KNew |
$176K - $218K
|
4.72K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
4.45KNew |
$166K - $205K
|
4.45K
$191K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-30- 0.39% |
$1.12K - $1.38K
|
7.73K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.87K+ 105.79% |
$294K - $363K
|
15.3K
$658K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-18- 6.1% |
$671 - $829
|
277
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.1K- 5.79% |
$41.1K - $50.7K
|
17.9K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
933+ 1.97% |
$34.8K - $43K
|
48.4K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
550+ 5.62% |
$20.5K - $25.3K
|
10.3K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.94K- 23.47% |
$371K - $458K
|
32.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.5KNew |
$168K - $207K
|
4.5K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-555- 4.08% |
$20.7K - $25.6K
|
13K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.11K+ 32.28% |
$78.6K - $97K
|
8.63K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-333- 5.35% |
$12.4K - $15.3K
|
5.89K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
86+ 3.37% |
$3.21K - $3.96K
|
2.64K
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-9.76K- 1.03% |
$364K - $450K
|
935K
$40.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 2.82% |
$18.7K - $23K
|
18.2K
$782K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
7.54K+ 16.15% |
$281K - $347K
|
54.2K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
90+ 1.16% |
$3.36K - $4.15K
|
7.82K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.05K+ 14.69% |
$39.1K - $48.2K
|
8.17K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.06K+ 2.04% |
$39.6K - $48.9K
|
53.2K
$2.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
179+ 108.48% |
$6.68K - $8.25K
|
344
$14.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.94% |
$187 - $230
|
539
$23.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
103+ 1.47% |
$3.84K - $4.75K
|
7.1K
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.36KNew |
$163K - $201K
|
4.36K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
15+ 0.22% |
$560 - $691
|
6.94K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
826+ 2.33% |
$30.8K - $38.1K
|
36.3K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
5.39KNew |
$201K - $248K
|
5.39K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.91KNew |
$183K - $226K
|
4.91K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.47KNew |
$353K - $437K
|
9.47K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9.07KNew |
$338K - $418K
|
9.07K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
47.3K+ 16.01% |
$1.76M - $2.18M
|
343K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.7KNew |
$401K - $495K
|
10.7K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.05KNew |
$188K - $233K
|
5.05K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 2.56% |
$746 - $922
|
762
$32.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$112 - $138
|
12.1K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$373 - $461
|
10
$430
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
25.3K+ 1079.79% |
$943K - $1.16M
|
27.6K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-120- 19.35% |
$4.48K - $5.53K
|
500
$21.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-107- 6.48% |
$3.99K - $4.93K
|
1.54K
$66.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-378- 4.62% |
$14.1K - $17.4K
|
7.8K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
323+ 3.77% |
$12K - $14.9K
|
8.88K
$381K
|