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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
12.7KNew |
$426K - $476K
|
12.7K
$473K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
93New |
$3.13K - $3.49K
|
93
$3.47K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 19.08% |
$975 - $1.09K
|
123
$4.59K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.06K+ 34.03% |
$35.6K - $39.8K
|
4.18K
$156K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
165+ 2.06% |
$5.55K - $6.2K
|
8.16K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.22KNew |
$243K - $271K
|
7.22K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
5.52KNew |
$185K - $207K
|
5.52K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.42% |
$908 - $1.01K
|
6.39K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
716+ 1.92% |
$24.1K - $26.9K
|
38K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-832- 50.0% |
$28K - $31.3K
|
832
$31K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
203+ 106.84% |
$6.82K - $7.63K
|
393
$14.7K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 2.0% |
$1.68K - $1.88K
|
2.45K
$91.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-68- 0.94% |
$2.29K - $2.55K
|
7.15K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230New |
$7.73K - $8.64K
|
230
$8.58K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
725+ 10.42% |
$24.4K - $27.2K
|
7.68K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 5.57% |
$10.1K - $11.3K
|
5.09K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
250KNew |
$8.41M - $9.39M
|
250K
$9.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$303 - $338
|
8.37K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-75.6K- 97.17% |
$2.54M - $2.84M
|
2.2K
$82.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
170+ 0.98% |
$5.72K - $6.39K
|
17.5K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
560+ 34.53% |
$18.8K - $21K
|
2.18K
$81.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$1.01K - $1.13K
|
30
$1.12K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-800- 10.02% |
$26.9K - $30.1K
|
7.19K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-200- 4.57% |
$6.72K - $7.51K
|
4.17K
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$23.5K - $26.3K
|
700
$26.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 33.95% |
$1.85K - $2.07K
|
107
$3.99K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
83+ 2.83% |
$2.79K - $3.12K
|
3.02K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.64KNew |
$223K - $249K
|
6.64K
$247K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-560- 37.63% |
$18.8K - $21K
|
928
$34.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-39.8K- 82.87% |
$1.34M - $1.49M
|
8.22K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.13K- 69.23% |
$37.8K - $42.3K
|
500
$18.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.9KNew |
$939K - $1.05M
|
27.9K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.23KNew |
$243K - $271K
|
7.23K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50K+ 548.76% |
$1.68M - $1.88M
|
59.1K
$2.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
67+ 5.43% |
$2.25K - $2.52K
|
1.3K
$48.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
310+ 2.15% |
$10.4K - $11.6K
|
14.7K
$549K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.04K - $5.64K
|
150
$5.6K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-124K- 4.65% |
$4.26M - $5.07M
|
2.54M
$94.6M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.52KNew |
$52.2K - $62.2K
|
1.52K
$56.5K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
98New |
$3.38K - $4.02K
|
98
$3.66K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.33% |
$345 - $410
|
3.06K
$114K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.34KClosed |
$80.6K - $95.9K
|
0
$0
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 11.93% |
$448 - $533
|
96
$3.58K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.54KNew |
$52.9K - $63K
|
1.54K
$57.3K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1- 0.02% |
$34.5 - $41
|
6.26K
$233K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
215New |
$7.41K - $8.82K
|
215
$8.02K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.7KNew |
$58.5K - $69.7K
|
1.7K
$63.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-46.5K- 57.41% |
$1.6M - $1.91M
|
34.5K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.49KNew |
$51.4K - $61.2K
|
1.49K
$55.7K
|
|