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 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.61% |
$1.49K - $1.68K
|
6.77K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
194+ 1.6% |
$7.03K - $7.95K
|
12.3K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 42.7% |
$160K - $181K
|
14.8K
$582K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9.19K- 92.59% |
$333K - $377K
|
736
$29K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
280K+ 20.81% |
$10.1M - $11.5M
|
1.62M
$64M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
181New |
$6.56K - $7.42K
|
181
$7.13K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
6KNew |
$217K - $246K
|
6K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 3.96% |
$290 - $328
|
194
$7.64K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
11KNew |
$398K - $451K
|
11K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
4KNew |
$145K - $164K
|
4K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 90.51% |
$4.49K - $5.08K
|
261
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
938+ 10.38% |
$34K - $38.4K
|
9.97K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
53+ 2.58% |
$1.92K - $2.17K
|
2.11K
$83.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52- 1.29% |
$1.88K - $2.13K
|
3.98K
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
5.53KNew |
$200K - $227K
|
5.53K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.84% |
$2.64K - $2.99K
|
8.78K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.86K- 6.73% |
$357K - $404K
|
137K
$5.38M
|
|
|
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
$9.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.63KNew |
$240K - $271K
|
6.63K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.32K+ 4.67% |
$84.2K - $95.2K
|
52.1K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
94+ 1.16% |
$3.4K - $3.85K
|
8.17K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.01% |
$36.2 - $41
|
11.9K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
74+ 1057.14% |
$2.68K - $3.03K
|
81
$3.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.76KNew |
$209K - $236K
|
5.76K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16.1K- 7.28% |
$582K - $658K
|
204K
$8.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-218- 3.7% |
$7.9K - $8.93K
|
5.67K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 15.87% |
$3.62K - $4.1K
|
730
$28.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-17- 0.17% |
$616 - $696
|
9.76K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 11.72% |
$1.01K - $1.15K
|
211
$8.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-411K- 97.52% |
$14.9M - $16.8M
|
10.4K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
296+ 3.07% |
$10.7K - $12.1K
|
9.95K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-770- 25.17% |
$27.9K - $31.5K
|
2.29K
$90.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 13.39% |
$1.09K - $1.23K
|
194
$7.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 14.61% |
$1.16K - $1.31K
|
251
$9.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-8.9K- 32.41% |
$322K - $365K
|
18.6K
$731K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
61+ 2.01% |
$2.21K - $2.5K
|
3.1K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-160- 10.42% |
$5.8K - $6.56K
|
1.38K
$54.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-158- 2.63% |
$5.72K - $6.47K
|
5.86K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.15KNew |
$259K - $293K
|
7.15K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-150- 0.59% |
$5.43K - $6.15K
|
25.4K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
748+ 48.95% |
$27.1K - $30.6K
|
2.28K
$89.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 7.66% |
$11K - $12.5K
|
3.67K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
476+ 5.34% |
$17.2K - $19.5K
|
9.38K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.88K+ 15.06% |
$285K - $323K
|
60.2K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.69K+ 12.14% |
$61.2K - $69.2K
|
15.6K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 2.24% |
$1.99K - $2.25K
|
2.4K
$94.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
530+ 8.04% |
$19.2K - $21.7K
|
7.13K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-470- 11.46% |
$17K - $19.3K
|
3.63K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
525+ 2.31% |
$19K - $21.5K
|
23.2K
$915K
|