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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 1.64% |
$3.76K - $4.47K
|
6.76K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45.9K- 87.03% |
$1.58M - $1.88M
|
6.85K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13.5KNew |
$464K - $552K
|
13.5K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
617New |
$21.3K - $25.3K
|
617
$23K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-425- 1.34% |
$14.6K - $17.4K
|
31.3K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-59- 0.98% |
$2.03K - $2.42K
|
5.97K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 13.81% |
$26.2K - $31.2K
|
6.27K
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
84.5K+ 225.26% |
$2.91M - $3.46M
|
122K
$4.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 0.39% |
$896 - $1.07K
|
6.69K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
226New |
$7.79K - $9.27K
|
226
$8.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200New |
$6.89K - $8.2K
|
200
$7.46K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.32KNew |
$114K - $136K
|
3.32K
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-13.1K- 41.61% |
$453K - $539K
|
18.4K
$688K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
253New |
$8.72K - $10.4K
|
253
$9.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-9.96K- 7.54% |
$343K - $409K
|
122K
$4.56M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 2.3% |
$7.06K - $8.41K
|
8.72K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
497New |
$17.1K - $20.4K
|
497
$18.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.3KNew |
$802K - $954K
|
23.3K
$868K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-6.29K- 13.74% |
$217K - $258K
|
39.5K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-810- 10.72% |
$27.9K - $33.2K
|
6.75K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$3.72K - $4.43K
|
108
$4.03K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.8KNew |
$269K - $320K
|
7.8K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-575- 6.81% |
$19.8K - $23.6K
|
7.87K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-26- 0.27% |
$896 - $1.07K
|
9.77K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
125New |
$4.31K - $5.13K
|
125
$4.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
25.2KNew |
$869K - $1.03M
|
25.2K
$941K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.34K- 11.33% |
$46.2K - $54.9K
|
10.5K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 10.81% |
$6.89K - $8.2K
|
1.65K
$61.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.44% |
$655 - $779
|
1.34K
$50K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
140New |
$4.82K - $5.74K
|
140
$5.22K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 19.35% |
$620 - $738
|
111
$4.14K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
277KNew |
$9.56M - $11.4M
|
277K
$10.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.08K- 5.47% |
$37K - $44.1K
|
18.6K
$693K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-9- 0.29% |
$310 - $369
|
3.13K
$117K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
176K+ 16.83% |
$6.05M - $7.2M
|
1.22M
$45.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 3.83% |
$345 - $410
|
271
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-159- 19.51% |
$5.48K - $6.52K
|
656
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
51.6K+ 271.89% |
$1.78M - $2.11M
|
70.5K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
550New |
$18.9K - $22.6K
|
550
$20.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.04KNew |
$208K - $247K
|
6.04K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 7.7% |
$37.2K - $44.2K
|
15.1K
$563K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 0.58% |
$448 - $533
|
2.25K
$83.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.16% |
$138 - $164
|
2.45K
$91.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.9K- 39.37% |
$169K - $201K
|
7.55K
$282K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.21K+ 37.58% |
$83.6K - $95.6K
|
8.1K
$302K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
9.23MNew |
$349M - $399M
|
9.23M
$344M
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-119K- 29.43% |
$4.49M - $5.14M
|
285K
$10.6M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.15KNew |
$81.1K - $92.7K
|
2.15K
$80K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8- 14.81% |
$302 - $346
|
46
$1.72K
|
|