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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.03K+ 496.81% |
$73.4K - $83K
|
2.44K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$7.24K - $8.19K
|
200
$8.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$398 - $451
|
11
$472
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-6.5K- 33.95% |
$235K - $266K
|
12.6K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-2.4K- 11.84% |
$86.7K - $98.1K
|
17.8K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.15% |
$14.5K - $16.4K
|
273K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
800+ 99.75% |
$29K - $32.8K
|
1.6K
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-107K- 65.76% |
$3.86M - $4.37M
|
55.5K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.96K+ 40.71% |
$180K - $203K
|
17.1K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19+ 0.18% |
$688 - $778
|
10.7K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
114KNew |
$4.13M - $4.67M
|
114K
$4.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
12.4KNew |
$450K - $509K
|
12.4K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 21.44% |
$5.07K - $5.74K
|
513
$22K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
275New |
$9.96K - $11.3K
|
275
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
9.94KNew |
$360K - $407K
|
9.94K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
511KNew |
$18.5M - $20.9M
|
511K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-21- 0.34% |
$761 - $860
|
6.1K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
410New |
$14.9K - $16.8K
|
410
$17.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.33K+ 15.39% |
$48.2K - $54.5K
|
9.98K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
CALL |
-500- 4.35% |
$18.1K - $20.5K
|
11K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-997- 14.36% |
$36.1K - $40.8K
|
5.95K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
204New |
$7.39K - $8.36K
|
204
$8.76K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
241KNew |
$8.72M - $9.87M
|
241K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-6.5K- 7.03% |
$236K - $266K
|
86K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 2.51% |
$36.7K - $41.5K
|
39.4K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-921- 2.94% |
$33.4K - $37.7K
|
30.4K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
718+ 12.5% |
$26K - $29.4K
|
6.46K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-143- 1.44% |
$5.18K - $5.86K
|
9.76K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 1.89% |
$3.62K - $4.1K
|
5.2K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-53- 13.59% |
$1.92K - $2.17K
|
337
$14.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 10.56% |
$78.2K - $88.5K
|
22.6K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
106New |
$3.84K - $4.34K
|
106
$4.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
4+ 9.3% |
$145 - $164
|
47
$2.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-140- 2.0% |
$5.07K - $5.74K
|
6.87K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-525- 21.75% |
$19K - $21.5K
|
1.89K
$81.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 13.01% |
$580 - $656
|
107
$4.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 1.06% |
$290 - $328
|
760
$32.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68.1K- 97.53% |
$2.47M - $2.79M
|
1.73K
$74.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-400- 2.55% |
$14.5K - $16.4K
|
15.3K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1- 0.01% |
$36.2 - $41
|
7.94K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-268- 3.24% |
$9.71K - $11K
|
8K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.18% |
$181 - $205
|
2.78K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.73KNew |
$352K - $398K
|
9.73K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.07% |
$290 - $328
|
11.1K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-4.36K- 12.68% |
$158K - $178K
|
30K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.16% |
$2.35K - $2.66K
|
5.53K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
335New |
$12.1K - $13.7K
|
335
$14.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
48.8KNew |
$1.77M - $2M
|
48.8K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.3KNew |
$337K - $381K
|
9.3K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
60.4KNew |
$2.19M - $2.48M
|
60.4K
$2.6M
|