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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
379New |
$13.1K - $14.7K
|
379
$14.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
257New |
$8.89K - $9.95K
|
257
$9.59K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
65New |
$2.25K - $2.52K
|
65
$2.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
262New |
$9.07K - $10.1K
|
262
$9.77K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
329+ 135.39% |
$11.4K - $12.7K
|
572
$21.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-400- 16.35% |
$13.8K - $15.5K
|
2.05K
$76.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.92KNew |
$101K - $113K
|
2.92K
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-45.5K- 4.59% |
$1.57M - $1.76M
|
946K
$35.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-31- 0.39% |
$1.07K - $1.2K
|
7.87K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.74K+ 779.79% |
$130K - $145K
|
4.22K
$158K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
802New |
$27.8K - $31.1K
|
802
$29.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-10- 0.09% |
$346 - $387
|
11.1K
$414K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.4K+ 61.16% |
$358K - $401K
|
27.3K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$654K - $732K
|
18.9K
$705K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.09% |
$242 - $271
|
7.83K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
16.2KNew |
$559K - $625K
|
16.2K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7New |
$242 - $271
|
7
$261
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-300- 4.56% |
$10.4K - $11.6K
|
6.28K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-393- 49.06% |
$13.6K - $15.2K
|
408
$15.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
150New |
$5.19K - $5.81K
|
150
$5.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
4MNew |
$138M - $155M
|
4M
$149M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-345- 71.58% |
$11.9K - $13.4K
|
137
$5.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.93KNew |
$136K - $152K
|
3.93K
$146K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-1.5M- 74.49% |
$51.9M - $58.1M
|
513K
$19.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-420- 3.93% |
$14.5K - $16.3K
|
10.3K
$383K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-144- 1.35% |
$4.98K - $5.58K
|
10.5K
$393K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
695New |
$24.1K - $26.9K
|
695
$25.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
BUY
|
- |
30.9KNew |
$1.07M - $1.2M
|
30.9K
$1.15M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
92+ 3.5% |
$3.18K - $3.56K
|
2.72K
$102K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.92K - $7.75K
|
200
$7.46K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-191- 44.42% |
$6.61K - $7.4K
|
239
$8.91K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 66.67% |
$13.4K - $15K
|
200
$7.46K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
93.3K+ 0.84% |
$3.14M - $3.5M
|
11.2M
$419M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
65.6K+ 1058.06% |
$2.21M - $2.46M
|
71.8K
$2.68M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-397K- 98.73% |
$13.4M - $14.9M
|
5.11K
$191K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.2KNew |
$208K - $233K
|
6.2K
$231K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$134 - $150
|
4
$149
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 43.0% |
$50.7K - $56.7K
|
2K
$74.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232New |
$7.8K - $8.72K
|
232
$8.65K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-297- 87.35% |
$9.99K - $11.2K
|
43
$1.6K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.13K- 36.35% |
$37.9K - $42.4K
|
1.98K
$73.7K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.26KNew |
$211K - $235K
|
6.26K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
8.66KNew |
$291K - $325K
|
8.66K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-345- 5.15% |
$11.6K - $13K
|
6.35K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$206K - $230K
|
6.12K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.76K- 55.59% |
$59.2K - $66.1K
|
1.41K
$52.4K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
8.34KNew |
$280K - $313K
|
8.34K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
229K+ 15266.67% |
$7.7M - $8.6M
|
231K
$8.6M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145- 88.41% |
$4.87K - $5.45K
|
19
$709
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
335K+ 129.17% |
$11.3M - $12.6M
|
594K
$22.2M
|
|