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 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.2K- 4.76% |
$269K - $332K
|
144K
$6.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 3.0% |
$56.1K - $69.4K
|
51.6K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 13.7% |
$3.73K - $4.61K
|
630
$27.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.5K+ 714.75% |
$2.78M - $3.43M
|
85K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
61K+ 384.62% |
$2.27M - $2.81M
|
76.8K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 81.3% |
$7.46K - $9.22K
|
46
$1.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2K+ 16.69% |
$74.6K - $92.2K
|
14K
$601K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-164- 15.66% |
$6.12K - $7.56K
|
883
$37.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.38% |
$485 - $599
|
929
$39.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.62K+ 28.18% |
$60.6K - $74.8K
|
7.39K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.91% |
$37.3 - $46.1
|
111
$4.77K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.04% |
$932 - $1.15K
|
2.37K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4.55KNew |
$170K - $210K
|
4.55K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
123+ 0.79% |
$4.59K - $5.67K
|
15.8K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.43KNew |
$165K - $204K
|
4.43K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 1.31% |
$112 - $138
|
232
$9.96K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
7.61K+ 68.59% |
$284K - $351K
|
18.7K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 12.06% |
$44.8K - $55.3K
|
8.75K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
231+ 962.5% |
$8.62K - $10.6K
|
255
$11K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
16.4K+ 11.21% |
$611K - $755K
|
163K
$6.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-46- 7.96% |
$1.72K - $2.12K
|
532
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.94K- 25.73% |
$147K - $181K
|
11.4K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 8.38% |
$72.7K - $89.8K
|
25.2K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.3K- 5.22% |
$85.8K - $106K
|
41.7K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.43KNew |
$90.6K - $112K
|
2.43K
$104K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.99KNew |
$186K - $230K
|
4.99K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-12.5K- 34.52% |
$466K - $576K
|
23.7K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
124+ 6.53% |
$4.63K - $5.71K
|
2.02K
$86.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-71- 13.95% |
$2.65K - $3.27K
|
438
$18.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
11+ 0.17% |
$410 - $507
|
6.63K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 11.11% |
$74.6 - $92.2
|
20
$859
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.42KNew |
$165K - $204K
|
4.42K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25New |
$932 - $1.15K
|
25
$1.07K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.62K+ 19.08% |
$284K - $351K
|
47.5K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
70+ 1.27% |
$2.61K - $3.23K
|
5.6K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-66- 1.21% |
$2.46K - $3.04K
|
5.41K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.54KNew |
$169K - $209K
|
4.54K
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
4.41KNew |
$165K - $203K
|
4.41K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$183K - $226K
|
4.9K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-28- 11.16% |
$1.04K - $1.29K
|
223
$9.58K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-2K- 89.29% |
$74.6K - $92.2K
|
240
$10.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-4.42K- 11.39% |
$165K - $204K
|
34.4K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.5K+ 266.59% |
$541K - $668K
|
19.9K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
3.3KNew |
$123K - $152K
|
3.3K
$142K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-105- 97.22% |
$3.92K - $4.84K
|
3
$129
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 0.13% |
$1.94K - $2.4K
|
39.5K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.11% |
$224 - $276
|
5.43K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 12.93% |
$76.8K - $94.9K
|
13.9K
$596K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.52K+ 15.3% |
$56.5K - $69.8K
|
11.4K
$490K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$149 - $184
|
4
$172
|